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.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- Quote and contractA quote on a link, a contract signed online, the signature stored with a fingerprint of the text.
- ProjectMilestones, tasks, a budget in hours and money; it warns at 80%.
- TimeTime logged to the minute, approved weekly, weeks locked.
- InvoiceAn hour can be billed only once; monthly retainers draft their own invoices as subscriptions.
Which modules would you switch on, and what do they cost?
- DealsFreeDeals with your own stages, from enquiry to won.
- QuotesPaidQuotes on a link, invoiced with one press once accepted.
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
- ProjectsPaidFrom tasks and deadlines to project profitability, everything in one place.
- Time trackingPaidTime logged to the minute, billed with one press.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
- SubscriptionsPaidRecurring fees and subscriptions, invoiced automatically.
- HelpdeskPaidEvery customer request in one place, with tracked deadlines and faster replies.
Contacts, companies and the timeline are always free, and so is Deals 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 |
|---|---|---|
| Deals | Deals with your own stages, from enquiry to won. | free, part of the core CRM |
| Quotes | Quotes on a link, invoiced with one press once accepted. | paid module, price coming soon |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
| Projects | From tasks and deadlines to project profitability, everything in one place. | 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 |
| Subscriptions | Recurring fees and subscriptions, invoiced automatically. | paid module, price coming soon |
| Helpdesk | Every customer request in one place, with tracked deadlines and faster replies. | paid module, price coming soon |
Questions
Can an hour be billed twice?
No. A time entry takes the invoice's id when it is billed, and the update only succeeds while it was still empty: two people pressing the button at once cannot bill it twice.
What does HelloCRM cost for a agency and services?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Quotes, Contracts, Projects, Time tracking, Invoicing, Subscriptions, Helpdesk. Prices will be published soon.