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.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- QuoteThe customer accepts the quote from a link; a second revision does not overwrite the first, and an accepted quote is one click from an invoice.
- ProjectMilestones, tasks, a budget in hours and money, on a timeline; it warns at 80% of the budget.
- On siteA job card with a technician and a deadline, with a route status (on the way, arrived, done); materials and labour on the job.
- Materials and invoiceA purchase order to the supplier as a PDF, the goods receipt moves stock; the job becomes a draft invoice in one click.
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.
- ProjectsPaidFrom tasks and deadlines to project profitability, everything in one place.
- Field servicePaidEverything from job dispatch to on-site sign-off in one system.
- PurchasingPaidPurchase orders and goods received into stock.
- Time trackingPaidTime logged to the minute, billed with one press.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
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 |
| Projects | From tasks and deadlines to project profitability, everything in one place. | paid module, price coming soon |
| Field service | Everything from job dispatch to on-site sign-off in one system. | paid module, price coming soon |
| Purchasing | Purchase orders and goods received into stock. | 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 |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
Questions
Is there a construction estimating tool or a standard cost database?
No. Quotes are built from line items, and a project has a budget in hours and money, but we do not claim a construction cost database or drawing management.
What does HelloCRM cost for a construction and trades?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Quotes, Projects, Field service, Purchasing, Time tracking, Invoicing, Contracts. Prices will be published soon.