Help
32 questions companies ask about CRMs, invoicing, online shops and data protection, each answered briefly at the start.
Updated:
Which free CRM is best for a Hungarian small business?
The right choice has a free plan with no time limit, a Hungarian interface and a link to Hungarian invoicing.
How do I invoice from a CRM in a way NAV accepts?
By having the CRM issue the invoice through invoicing software that does the NAV reporting.
How much does a CRM cost?
CRM prices range from free plans to a monthly fee per user, and add-ons often raise the bill.
How do I move from MiniCRM?
You export contacts from MiniCRM.hu to CSV module by module and load them in HelloCRM under Contacts → Import; the importer recognises Hungarian headers on its own.
How do I move from Pipedrive?
In Pipedrive you export People to CSV and load them in HelloCRM under Contacts → Import; the people export carries the organization name, so companies are created too.
How do I move from HubSpot?
In HubSpot you export contacts to CSV (the export arrives as a link by email) and load them in HelloCRM under Contacts → Import; most of HubSpot's English property labels map themselves.
How do I connect my CRM to my online shop?
With WooCommerce, Shopify, ShopRenter or UNAS, the shop sends a signed order notification to one HelloCRM endpoint, and every order becomes a contact and a deal.
What is MCP, and how do I use my CRM with ChatGPT or Claude?
MCP (Model Context Protocol) is an open protocol that lets an AI assistant call an outside system's tools.
Spreadsheet or CRM: when is it time to switch?
When more than one person works with the same customers, or call-backs and quotes start to slip.
How do I send a GDPR-compliant newsletter?
Send only to people who have demonstrably agreed, put an unsubscribe link in every email, and honour unsubscribes.
How do I set up a sales pipeline?
Write down the stages a deal goes through at your company and add them in the pipeline settings.
How does a quote become an invoice?
You send the quote as a link, the buyer accepts it there, and an accepted quote becomes a draft invoice with the same lines in one click.
What is the difference between a proforma and an invoice?
A proforma is only a request for payment, not an invoice, so it is not reported to NAV; an invoice documents the supply (or an advance received).
How do I export or erase a customer's data under the GDPR?
In HelloCRM everything held about a person downloads from their contact record in one click, and erasure is one action too.
How do I let a colleague see only their own customers?
In HelloCRM a colleague's record scope can be set to their own records only.
How do I take bookings online?
Switch on the Bookings module, add your services and opening hours, and put the booking page on your website or link page.
How do I measure customer satisfaction (NPS)?
Send a one-question NPS survey after a purchase or service, and follow up weak answers the same day.
How do I handle support email with tickets?
Mark a support mailbox: every incoming email opens a ticket or joins an existing conversation, with an owner and a promised time.
How do I set up a recurring (monthly) invoice?
Create an invoice template and a schedule (monthly on the 1st, for example); the system issues the invoice by itself on those days.
Can the CRM run on my own server?
Yes: HelloCRM's self-hosted plan is the same system on your server, quoted per installation.
How do I connect the CRM to other systems with the API and webhooks?
Use the REST API with a scoped API key to read and write; when the other system needs to know about an event straight away, set up a webhook.
How do I handle WhatsApp, Viber and Messenger messages in one place?
HelloCRM's Messages module gathers all three platforms into one inbox, and replies go out from there.
How do I make a link page (link in bio) for Instagram or TikTok?
Switch on the Link page module, add your links (shop, bookings, newsletter) and put the address in your social profile.
Is there a good free customer database program?
Yes: a free customer database program is good when it is free with no time limit (not just a trial), has a Hungarian interface, lets you take your data out, and has the tools data protection needs.
How much annual leave is due in Hungary, and how is it given?
Under the Hungarian Labour Code basic annual leave is twenty working days, with extra days for age and for children (Mt.
How do you follow up a quote you have sent?
Every quote you send needs an owner, a next step written down with a date, and a validity date before which you ask again.
How do you cut the number of clients who miss their appointment?
Four things help most: a reminder the day before, a link with which the client can cancel or move the appointment themselves, a waiting list for hours that free up, and, where it is justified, a deposit at booking.
When is VAT due on a gift voucher in Hungary?
Under the Hungarian VAT Act it depends on whether the voucher is single-purpose or multi-purpose.
Is a contract signed electronically valid?
Yes, where no law or agreement prescribes a form, since a legal statement can be made orally, in writing or by conduct (Hungarian Civil Code § 6:4).
Receipt or invoice: which must a Hungarian business give?
As a rule, an invoice (VAT Act § 159).
Job card template: what goes on a repair shop's job card?
A repair shop's job card says whose item it is and what it is, the fault, when it came in and is promised for, who works on it, the estimate, the parts and labour used, and when it went back.
Does HelloCRM have a mobile app?
Not yet: the iPhone, iPad and Android apps are coming soon, and none is in a store.
Questions
How is an answer in the help laid out?
A short, direct answer comes first, then the steps, tables and sources. Legal and tax questions name the official source with the date it was read.
What does HelloCRM cost?
The core CRM is free for good, with no time limit and no card. Add-on modules are bought one by one, and each can be tried for 3 days.