Client management · CRM-lite for firms of 10–100 people

Client management software for small service firms in India

A sales CRM tracks a deal until it closes. A service firm's work starts after that — documents to collect, work to deliver, questions every month. HireMaze keeps each client's record, documents and history in one place, next to the team doing the work.

Why it fits

One record per client, not five apps

Ask most firms where a client stands and the answer is in four places: the contact in someone's phone, the documents in WhatsApp and email, the work in a spreadsheet and the history in whoever handled it last. When that person is on leave, nobody knows.

In HireMaze every client has one record — their contacts, your team's notes, the documents you have asked for and an activity trail of what happened. The client gets their own login to a portal on your page, where they upload what you ask for.

A client

How a client runs in HireMaze

From the first contact to the documents for this month — on the same record, seen by the people who need it.

  1. 01

    Add the client

    Company, primary contact and everyone you deal with.

  2. 02

    Invite them

    A login on your page at hiremaze.in/your-firm.

  3. 03

    Request documents

    Each request is Pending until they upload it.

  4. 04

    Review

    Approve, or send it back with a reason they can read.

  5. 05

    Keep the trail

    Notes and activity stay on the record for the next person.

In the free plan

What your firm gets

Client records

Contacts, notes and an activity trail for every client, searchable by your whole team.

Document requests with a review step

Pending, Uploaded, then Approved or Rejected with a reason — and automatic reminders after three days.

An invite-only client portal

Each client signs in on your branded page and sees only their own requests and uploads.

Updates to your clients

Send an update to your clients from HireMaze instead of a WhatsApp broadcast.

The work, in the same login

Projects, task boards, tickets and time tracking sit next to the client records, so the team never switches apps.

Access by role

Decide who can see and edit clients. A client never sees your boards, your other clients or your team.

CRM or client management

Which one does your firm need?

Both keep a list of clients. They are built for different halves of the relationship. If you are not sure, see what firms pay for each

HireMaze is built for

  • Clients you already serve, often every month
  • Collecting and reviewing their documents
  • A login your client actually uses
  • Running the work with the same team and the same login

A sales CRM is built for

  • Leads, deals and pipeline stages
  • Email sequences and campaigns
  • Sales forecasts and quotas
  • A sales team chasing new customers
One straight answer

HireMaze is CRM-lite: client relationship management software with client records, not a sales pipeline. If you sell to hundreds of leads a month, keep a sales CRM for that. If your clients are on retainer or come back every month, HireMaze is the system you run them in.

Questions

Client management: common questions

Is HireMaze a CRM?

It is CRM-lite. Each client has a record with contacts, notes, documents and an activity trail. It has no sales pipeline, lead scoring or email campaigns, because it is built for the clients you already serve.

Can my clients log in?

Yes. Invite a client and they get a login on your firm's page at hiremaze.in/your-firm. They see the documents you have asked for and can upload them. They never see your boards, your other clients or your team's attendance.

How do document requests work?

You request a document and it shows as Pending. It moves to Uploaded when the client sends it, then to Approved, or Rejected with a reason the client can read. Reminders go out automatically after three days.

Is it built for Indian firms?

Yes. HireMaze is built in Lucknow for Indian service firms of 10 to 100 people: CA and tax practices, law firms, recruitment consultancies, agencies, IT services firms and contractors.

How much does it cost?

HireMaze is free while we onboard our first firms, with no card required, and client logins are always free. When billing starts it will be priced per team member in rupees, and every onboarded firm will be told before anything changes.

Read next

For firms that serve clients every month

Put every client in one place this week.

Client records, document requests and the client portal are in the free plan, along with attendance, boards and your page at hiremaze.in/your-firm. No card, and client logins are always free.

Questions first? Write to admin@hiremaze.in or see what's included.