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.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- Monthly feeA subscription per client: one draft invoice for each month that falls due, on its anchor day.
- DeadlinesRecurring tasks with an owner; the calendar shows who is away when.
- Client questionsMail to the support box becomes a ticket with a promised response time; the client sees theirs in a portal.
- Extra workAnything beyond the fee is logged in hours and billed.
Which modules would you switch on, and what do they cost?
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
- SubscriptionsPaidRecurring fees and subscriptions, invoiced automatically.
- TasksFreeTasks with due dates and owners.
- HelpdeskPaidEvery customer request in one place, with tracked deadlines and faster replies.
- Knowledge basePaidCompany knowledge in one place for your team, customers and AI assistants.
- Time trackingPaidTime logged to the minute, billed with one press.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
- WebsitePaidA finished website and shop, edited on the page.
Contacts, companies and the timeline are always free, and so is Tasks here. The 7 paid modules are bought one by one, and each can be tried for 3 days.
The modules and their prices as a table
Details
| Module | What it is for | Price |
|---|---|---|
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
| Subscriptions | Recurring fees and subscriptions, invoiced automatically. | paid module, price coming soon |
| Tasks | Tasks with due dates and owners. | free, part of the core CRM |
| Helpdesk | Every customer request in one place, with tracked deadlines and faster replies. | paid module, price coming soon |
| Knowledge base | Company knowledge in one place for your team, customers and AI assistants. | paid module, price coming soon |
| Time tracking | Time logged to the minute, billed with one press. | paid module, price coming soon |
| Invoicing | Invoices through Számlázz.hu or Billingo, reported to NAV. | paid module, price coming soon |
| Website | A finished website and shop, edited on the page. | paid module, price coming soon |
Questions
Is this accounting software?
No. There is an accounting journal, bank and a cash book, and the monthly accountant's export, but returns are made in your accounting software. Invoices are reported to NAV by Számlázz.hu or Billingo, or directly with the company's own NAV technical user.
What does HelloCRM cost for a accounting office?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Contracts, Subscriptions, Helpdesk, Knowledge base, Time tracking, Invoicing, Website. Prices will be published soon.