Client Records
Keep client information organised and connected to relevant projects and business workflows.
KormoHR / Projects & Clients
Keep projects moving. Keep clients in the loop.
Organise client details, project tasks, responsibilities and team activity in one connected workspace. Give your team a clearer picture of what needs doing and who is responsible.
✓Keep client and project information organised
✓Assign tasks and follow team progress
✓Connect project work with employee information
Project Workspace● Sample dashboard
12Active projects
38Open tasks
05Due this week
WD
Website RedesignNorthstar Ltd · Example
In progressMA
Mobile App UpdateAcme Group · Example
ReviewHR
HR Portal SetupSample Organisation · Example
In progressIllustrative interface with fictional clients, projects and figures.
✓ Team work in view
Core capabilities
Manage the details behind every project.
Give project managers, delivery teams and business administrators a shared place for day-to-day work.
Project Management
Set up projects, maintain project details and track work through the available project management tools.
Task Assignment
Assign responsibilities, review task status and help team members stay clear on their next steps.
Timesheets
Capture work time and review time entries where timesheet functionality is configured.
Project Roadmaps
Organise planned work and important activities using the project planning options available in your setup.
Project Visibility
Review tasks, ownership and project information without chasing updates across multiple files.
Built for delivery teams
Know what is happening across your work.
Projects become harder to manage when client notes, task updates and timesheets live in different places. KormoHR helps organise related work so teams can find the information they need and managers can follow progress.
✓Clearer ownership of project tasks
✓Client and project information kept together
✓Better visibility into ongoing work
Example Task BoardIllustration
| Task | Owner | Status |
|---|---|---|
| Review requirements | Ayesha | Done |
| Design screens | Samir | In progress |
| Client feedback | Nadia | Pending |
| QA review | Fahim | Planned |
Sample data shown for illustration only.
How it works
From client setup to project delivery.
Keep your project workflow organised as work moves forward.
STEP 01
Add the client
Maintain relevant client details in your business workspace.
STEP 02
Create the project
Set up the project and organise its scope and key information.
STEP 03
Assign the work
Create tasks and allocate responsibilities to team members.
STEP 04
Review progress
Follow updates, time entries and work status as available.
One workspace, different teams
Built around how your organisation works.
Whether you deliver client projects or coordinate internal initiatives, the right setup depends on your team's processes. Discuss project workflows, permissions and reporting needs with the KormoHR team.
Service agencies
Coordinate client work and delivery tasks.
NGOs
Organise programme and project activities.
Consulting teams
Track assignments and time entries.
Internal teams
Keep cross-functional tasks visible.
Frequently asked questions
Projects & Clients FAQs
Can KormoHR manage clients and projects in one system?
KormoHR includes CRM and project management modules. Available client-to-project relationships and workflows should be reviewed in a demonstration of your configuration.
Can I assign project tasks to employees?
Task management is part of the project management area. Assignment options and permissions depend on your organisation's setup.
Does KormoHR support timesheets?
Timesheet functionality is part of the existing project management scope. The exact time-entry, approval and reporting workflow should be confirmed during a demo.
Can we track project budgets and invoices?
KormoHR has finance-related modules, including invoices and payments. Project-specific budget controls and links between finance and project records need to be verified for your setup.
Can clients log in to view project progress?
Do not assume an external client portal is included. Client access and permission requirements should be discussed separately and may require customisation.
Can we customise project statuses and reports?
Custom fields, statuses, workflows and report formats can be reviewed against the existing system. Additional development may be required for organisation-specific needs.
Explore KormoHR
Give your team a clearer project workspace.
Tell us how you manage clients, projects, tasks and timesheets today. We can walk you through the relevant KormoHR modules and discuss any customisation needs.