HREC is the complete CRM & operations platform for HR consulting firms — from Prospect to Lead to Client to Project, with Microsoft 365 deeply integrated at every step.
Built and refined for HR consulting operations — every feature, workflow, and integration is purpose-built.
Core Modules
From Dashboard to Notifications
Database Tables
Every business entity covered
Microsoft Services
Outlook, OneDrive, Teams, Planner
Pipeline Stages
Prospect → Lead → Client → Project
HREC connects your entire business pipeline in a single platform. Convert at every stage without losing any data or context.
Capture leads from any source
Nurture and close deals
Manage active relationships
Deliver & track operations
Capture inquiry from any source — referral, website, walk-in. Assign category, source, and follow-up.
One click converts prospect data into a lead. Create SOW, generate agreements, track approvals.
Convert lead to client. Manage contacts, visit plans, client SOW, and create the OneDrive folder automatically.
Run the full project — 168h strategy, monthly SOW, meetings, employees, discovery, and credential management.
HREC is not a generic CRM. Every module is purpose-built for the real workflows of HR consulting operations.
Core CRM Pipeline
Track leads from 9 sources through 10 lifecycle statuses with follow-up scheduling.
34 categories, agreement generation, SOW creation, document management, letter approval flow.
Contacts, remarks, client SOW, visit planning, documents, and activity timeline.
Full project delivery hub — meetings, SOW, employees, assets, discovery, 168h strategy.
Operations & Delivery
3-level SOW: Client SOW → Setup SOW → Monthly SOW. 9 item statuses, audit trail.
Internal/External meetings with framework templates, 3-role system, score field, fill forms.
Weekly task planning across 168 hours — PAYROLL, OPERATIONS, STRATEGY calendar types.
4-level structured Q&A (Tab→Section→Question). Auto-cloned per project. 7 answer types.
Schedule client site visits with agenda items. Outlook calendar + Teams meeting booking.
11 employee types, 7 statuses, 23 document subtypes, bulk import/export.
Encrypted password storage for HRMS, PF, ESIC, LWF, PT, Gmail. Decrypt on demand.
Store client brand assets — Logo, Letterhead, Email Signature, Color Palette, Brand Guidelines.
Support, Admin & Settings
Support tickets with conversation threads, logs, 3 priorities, 4 statuses, dashboard analytics.
Real-time WebSocket (Laravel Reverb). Categories: Important, Normal, Notify. Polling fallback.
Folder + document tree across Lead, Client, Project with upload/delete and module linking.
Team messaging with conversations, read status, unread count badge, and user search.
Outlook calendar sync — view, create, update, delete events. Upcoming events widget.
15 roles, module-based RBAC. Full permission assignment per role, per module action.
Upsert users from external HRMS via Bearer token API. Async job-based sync.
6 dashboards — Default, Prospect, Lead, Client, Ticket, SE (Sales Executive) with health score.
Every feature in HREC solves a real problem for HR consulting teams. No bloat — just what you need.
The SOW system spans three levels, ensuring every detail from the initial proposal flows through to monthly execution tracking.
Client Discovery is a structured Q&A system auto-cloned into every new project. Share a public token link — no login required for your client.
The 168-Hour Strategy module brings military-grade precision to weekly HR consulting work. Every task, every hour, tracked and reported.
From framework templates to post-meeting notes, HREC manages the full meeting lifecycle with Outlook and Teams integration.
Generate agreements, letters, and proposals directly from HREC — with a full checker/reviewer approval chain built in.
Store, manage, and quickly access client brand assets per project. Never search your inbox for a logo again.
HREC connects natively to Microsoft 365 via OAuth 2.0 — no third-party connectors, direct Graph API at every step.
Send or draft emails via each user's Outlook account — from Leads, Clients, Projects, and letter approvals. Every message auto-logged to the email audit trail.
Create, update, and delete calendar events directly from HREC. Client visit plans and project meetings automatically create calendar entries with Teams links.
Project folders are auto-created in the background when a new project is created. Share folder links directly from HREC without opening OneDrive.
Create Teams channels per project and generate meeting links for client visits — all from within HREC without switching apps.
Browse, create, and manage Planner boards directly from HREC. Create Groups, Plans, Buckets, and Tasks — with My Tasks view for each user.
Push users and pull clients from your existing HRMS via a secure Bearer token API. Async batch sync with name-to-ID field resolution.
Each HREC user connects their own Microsoft account. Tokens are stored securely, auto-refreshed, and scoped to minimum required permissions — Calendar, Mail, Files, Teams, and Planner.
Generic CRMs require months of customization to fit HR consulting workflows. HREC comes pre-built for exactly how your team operates.
From the first Prospect inquiry to final Project delivery — one continuous workflow, no data re-entry, no switching tools.
Outlook, OneDrive, Teams, and Planner are built-in — not bolted on. Your team works in the tools they already know.
Lead SOW → Client SOW → Setup SOW → Monthly SOW. 9 execution statuses with full audit trail — purpose-built for consulting delivery.
The only CRM with a built-in weekly strategy planner. Plan every hour across PAYROLL, OPERATIONS, and STRATEGY work types.
15 pre-configured roles with module-level permissions. CTO, Founder MD, Manager, Team Lead, HR Executive — everyone sees exactly what they need.
WebSocket-powered notifications via Laravel Reverb. Letter approvals, ticket replies, OneDrive sync — instant alerts, no page refresh.
Why adapt when you can use something built for you?
Send us your enquiry and we'll get back to you within 24 hours with a demo walkthrough tailored to your team's needs.
What you'll get
Every module, every workflow, every Microsoft integration — available right now. No setup required, no switching costs, no learning curve.