CRM by trade
HelloCRM for 19 trades: for each, the modules such a company would switch on, a working day step by step, the prices, and what we do not claim.
Updated:
CRM for private clinics
Patients book on your website, the chart is stored encrypted with every opening logged, and the visit becomes an invoice or a cash entry.
CRM for beauty salons
Online booking, history and colour formulas per guest, a till that takes gift cards and loyalty points, and commission per stylist at month end.
CRM for gyms
Memberships at the desk or online, check-in by card, barcode or the door hardware, and class booking through bookings.
CRM for shops
A web shop on your own domain, a counter till, variants by size and colour, gift cards, loyalty, reviews with photos, and courier labels for GLS, Foxpost, Packeta, MPL and DPD.
CRM for garages and workshops
Intake on a jobcard, diagnosis, parts from stock, labour, hand-over and invoice: with field jobs and EV service when you need them.
CRM for agencies
The quote becomes a project with a budget and milestones, the team logs time to the minute, and approved hours land on one invoice grouped by rate.
CRM for accounting firms
A contract and a monthly fee per client that drafts its own invoice every month, deadlines as tasks, questions as tickets, and a knowledge base the website chatbot answers from.
CRM for restaurants and cafés
Booking on your website, wine dinners with tickets, a counter till with receipts, staff shifts, and a review request after the visit.
CRM for law firms
Matter files with a client and a deadline, hearings in the attorney's calendar, time and costs filed against the matter, an engagement letter signed online, and the invoice from the hours logged.
CRM for construction
A quote the customer accepts from a link, a project with a budget and milestones, an on-site job with a technician, materials ordered from suppliers, and a draft invoice from the job.
CRM for insurance brokers
A policy book with insurer and premium, a reminder before expiry and renewal in one click, claims attached to the policy, and every contract of a client on one page.
CRM for credit brokers
An enquiry becomes a deal, a disbursed loan becomes a schedule split into principal and interest, payments are recorded, and what is left to pay is always there.
CRM for property managers
A property portfolio with leases, recurring invoices from the rent, maintenance requests and inspections per property, and a list of which unit is empty and since when.
CRM for freight forwarders
Every parcel, courier and tracking number on one list, late and stalled parcels apart, imports with tariff codes and estimated charges, tied to the purchase order.
CRM for manufacturers
Purchase orders that move stock, inspection checklists and non-conformances with actions, a register of machines and equipment with servicing, and the customer from quote to invoice.
CRM for farms
Plots with hectares, lot number and MePAR block ID, a line-by-line spray log with waiting periods, yield and cost per hectare each season, and buyers as customers.
CRM for training providers
Your own course builder with lessons and quizzes, a public course page that takes sign-ups, access you can sell, a certificate anyone can verify, and a closed community for graduates.
CRM for event organisers
An event with a venue and ticket types, a registrant lands as a contact, a waiting list once it is full, vendors and costs on the same event, and a satisfaction question afterwards.
CRM for installers
A call becomes a job card, a dispatcher calendar per technician, field statuses, parts used from the van's stock, a signature on site, and a draft invoice from the job.
Questions
Which trades have a page?
Private clinic, Beauty salon, Gym, Shop, Garage and workshop, Agency and services, Accounting office, Restaurant, café, guesthouse, Law firm, Construction and trades, Insurance broker, Credit broker, Property manager, Forwarding and import, Manufacturer, Farm, Training provider, Event organiser, Installer and service company.
Is there a separate package for a trade?
No. It is the same CRM: you switch on the modules that suit the trade, one by one, and each can be tried for 3 days. The core CRM is free for good.