Menu
Features Managed HR by Huminivex Industries Free tools Guides Pricing Help Sign in

Book a demo

Features

Projects, tasks and to-dos for client work

For consultants, contractors, agencies and anyone who delivers work to clients. Paste the scope table from the signed agreement and it becomes the list of deliverables, in phases. Tasks go to your team or to the client, and the client sees progress and what is waiting from them on a private link.

Book a demo

Scope from the agreement

Copy the scope table from Word, Excel or PDF and paste it. Each row becomes a deliverable with its details.

Phases and progress

Month 1, 2, 3 or your own phases. Progress is the share of deliverables done, overall and per phase.

Tasks on both sides

Give a task to someone in your team, or to the client by name. Late ones show in red.

To-dos and repeating tasks

General to-dos without a project, and tasks that repeat every month (PF filing, payroll): the next one is added when one is done.

Meetings and action items

Meetings belong to the project, and what is agreed in their minutes becomes a task.

Client progress link and report

A private link and a PDF report: deliverables, status and what is waiting from the client, nothing internal.

From won deal to sign-off

  1. A deal marked won in the CRM starts the project, with its client, value and lead.
  2. Add phases and paste the scope; set who on your team owns each deliverable and by when.
  3. Plan the meetings, add tasks for your team and the client, and share the progress link.
  4. Mark deliverables done as they are handed over; send the progress report by email each month.

Frequently asked questions

Is client meetings included?

Yes. The Projects add-on includes client meetings and minutes.

Can the client see our internal notes?

No. The client's link shows the deliverables, their status, what is waiting from them and the meetings. Values, notes and your team's tasks stay inside.

Are people reminded?

Yes. Whoever has a task due or late gets one message on the app at 9 in the morning.

Related

Features

Client meetings & minutes

Send the agenda by a private link, record the meeting, get the minutes drafted by AI, add action items and have both sides sign. Reminders until it is done.

Read more Features

CRM

A CRM that starts set up for your industry: what you call a deal, its stages, lead sources and fields. Deals board, follow-ups with app reminders, Excel import.

Read more Features

Approvals & workflows

Approval workflow for each request type: reporting manager, manager's manager, HR, management or a named person. Up to five steps, with escalation.

Read more

See HR Bingo set up with your own policies

A 30-minute walkthrough set up the way your company works. You can also ask Huminivex's HR team to run it for you.

Book a demo Ask about managed HR