CRM for credit brokers
In short
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.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- EnquiryThe website form becomes a contact and a deal with an owner; a sales sequence reminds you of the next call.
- LoanPrincipal, interest and term; the schedule is split into principal and interest, with the payments actually made beside it.
- PaperworkThe contract and its attachments sit on the client, and a missing document can be uploaded through the portal.
Which modules would you switch on, and what do they cost?
- DealsFreeDeals with your own stages, from enquiry to won.
- LoansPaidLoans given, with a repayment schedule and overdue alerts.
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
- DocumentsPaidA document store with folders, types, expiry, versions and approvals.
- TasksFreeTasks with due dates and owners.
- Sales sequencesPaidMulti-step personal outreach that stops on a reply.
- Customer portalFreeA link for the customer: their own quotes, invoices and tickets, no account.
Contacts, companies and the timeline are always free, and so is Deals, Tasks, Customer portal here. The 4 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 |
| Loans | Loans given, with a repayment schedule and overdue alerts. | paid module, price coming soon |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
| Documents | A document store with folders, types, expiry, versions and approvals. | paid module, price coming soon |
| Tasks | Tasks with due dates and owners. | free, part of the core CRM |
| Sales sequences | Multi-step personal outreach that stops on a reply. | paid module, price coming soon |
| Customer portal | A link for the customer: their own quotes, invoices and tickets, no account. | free, part of the core CRM |
Questions
Does it assess or report loans?
No. It is a register and client management: it does no credit scoring, no credit bureau lookups and no regulatory reporting.
What does HelloCRM cost for a credit broker?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Loans, Contracts, Documents, Sales sequences. Prices will be published soon.