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HelloCRMby DField Solutions
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Is there a good free customer database program?

In short

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. The core of HelloCRM is one: contacts, companies, notes, files, CSV import and export, free for good.

Updated:

The HelloCRM home screen: deals, tasks and the week's numbers
The home screen in the demo company

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What is a customer database program?

Software that keeps a company's customers in one searchable place: who they are, how to reach them, what they bought, and what happened with them last. When it also handles the work around them (tasks, deals, email), it is called a CRM, a customer relationship management system.

A contact, a call, a call-back The Call button on a contact's page starts the call; the call window records what was said and books the call-back for tomorrow at ten in one click. The clip shows the Hungarian interface; every screen is also in English.

When is a spreadsheet enough, and when do you need a program?

Details

A spreadsheet is enough while one person keeps it and it is rarely searched. You need a program once several people work with the same customers, you need to see who spoke to them and when, or emails, quotes and call-backs belong with the customer too.

What should a free customer database do?

Details
  • Be free with no time limit, not just a trial.
  • Contacts and companies apart, and linked to each other.
  • Notes and a timeline: what happened with the customer, and when.
  • CSV import from your current spreadsheet, and CSV export if you switch.
  • Several users, each with their own sign-in, not a shared password.
  • The tools needed for data requests and erasure.

The limits of HelloCRM's free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.

What should you watch for on data protection?

Details

A customer database holds personal data, so the GDPR applies to it: the data needs a legal basis (Article 6), only what is necessary may be kept (Article 5), and on request it must be handed over and in certain cases erased (Articles 15 and 17). This is general information, not legal advice.

Where is the full guide?

This is the short answer. The longer guide walks through the steps, the pitfalls and the examples:

Questions

Is HelloCRM's customer database really free?

Yes, the core CRM is free with no time limit and no card; paid modules (invoicing, for example) are added one by one.

Can I bring over my existing spreadsheet?

Yes, from a CSV file: the importer recognises Hungarian and English column names and shows a preview before it starts.

What is the difference between a customer database and a CRM?

A customer database is the list of customers; a CRM also handles the work around them: tasks, deals, emails and quotes.

Sources

This is general information, not legal or tax advice. The rules come from: Az (EU) 2016/679 rendelet (GDPR), EUR-Lex (checked )