Tag: Sales
Articles, guides and news tagged "Sales" from the HelloCRM blog and news, newest first.
Updated:
What do these articles cover?
Selling in a small team, from enquiry to a deal won: pipeline stages, call-backs by phone, lead scoring, quotes and the weekly routine that keeps every deal owned.
Where are the basics?
Quoting software for small businesses: what to look for
A small company should choose quoting software by whether it works out net, VAT and gross in Hungarian, whether the customer can accept on a link, and whether the quote becomes an invoice reported to NAV in one step. This guide goes through the criteria, then compares five programs from the vendors' own pages.
New: the CRM says what to do next, and why
From 17 October HelloCRM suggests the next step on a deal, a contact, a company, a project, a quote and an invoice, from what the other modules hold, each with its reason. The home gathers them, late tasks get your attention, and every suggestion can be tuned to the company.
CRM implementation steps for a small business, start to finish
Rolling out a CRM in a small company takes eight steps: decide what it has to solve, name an owner, tidy and bring over your existing customer data, set up the sales pipeline and access, connect the mailbox, get the team onto one shared rule, and check after a month whether it works. Setting up the software is a day or two of that; the rest is the team actually working in it.
Customer service for a small business: tickets from email, step by step
Customer service in a small company works when every incoming request becomes a ticket: with its own number, an owner, a status and a promised time. No new channel is needed: mail to a support mailbox opens tickets, the reply goes into the same conversation, and it shows what has waited too long. In HelloCRM the Helpdesk module does this.
Lead management: how an enquiry becomes a customer
Lead management is the process by which every enquiry lands in one place, gets an owner and a quick reply, and is followed until it becomes a customer or you let it go. Five steps: collect leads from every channel, assign them, reply quickly, decide which are the most promising, and give each one a next step. This guide walks through each.
Phone sales in a small business: calls, call-backs and reminders
In phone sales most opportunities are lost not on the call but on the call-back forgotten afterwards. The fix is a simple routine: after every call, take half a minute to record whether you reached the person, what you discussed and when the next step is. HelloCRM's call window asks for this with the call, and the call-back becomes a task with a reminder.
Quote template: what goes into a quote, and how to send it
A good quote states ten things plainly: who is offering, to whom, what, for how much (net, VAT, gross), on what terms, by when, how long it is valid, what is not included, whom to contact, and how to accept it. This article goes through the parts, gives a template you can adapt, and shows how an accepted quote becomes an invoice without retyping.
From quote to invoice: what a small company's sales process looks like
A small company's sales usually take six steps: enquiry, contact, a deal in the pipeline, a quote, acceptance, then invoice and payment. It runs smoothly when every step builds on the same customer and the same lines, so the quote and the invoice show the same total and nothing has to be retyped.
Project management for a small business: budget, tasks, time and invoice
In a small company project management means holding four things together: what is to be delivered (milestones and tasks), who does it, how much time it takes, and what the budget is. With these in one place, an overrun shows while something can still be done, and the time spent reaches the invoice without retyping. This guide walks through it step by step, from the order to the invoice.
New: one-click calls, tasks on company pages, module store
On 15 October five things got simpler in HelloCRM: calling, tasks on company and contact pages, the calendar, the module store and shop reviews.
How to choose a CRM as a small business in 2026
Write down first what the CRM must take over from today's spreadsheets and notes, then answer seven questions: who will use it, who sees what, whether the interface and invoicing work in Hungarian, what it will cost in a year, whether the data can be taken out, and how long the rollout takes. Then try it for two weeks on real data, not on a demo.
Lead scoring in practice: whom to call first
When there are more leads than you can call, lead scoring sets an order: it gives points for every signal (a form, a click, an email open), and you call the one with the most points first. This article shows what kind of scoring works for a small team, and why points should expire.
Sales pipeline basics that actually matter
A sales pipeline is useful because every open deal has an owner, a next step and a clear stage. This article sums up how to set up four to six stages people understand, what weekly routine keeps the board current, and why a weighted forecast needs care.
Why connect your online shop to your CRM?
Because a shop follows the buyer up to the order, and a CRM for the years after. When the two are connected, every order becomes part of a customer's history: one buyer is one record, the order shows up as a deal, and returning buyers can be reached in a targeted way.