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HelloCRMby DField Solutions

CRM for property managers

In short

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.

Updated:

From a quote to an invoice: a screenshot of HelloCRM's demo company (Hungarian interface)
From a quote to an invoice (Hungarian interface)

The core CRM is free forever. Pre-register and be among the first in.

What does a working day in HelloCRM look like?

  1. Unit and tenantPer property the lease, the tenant as a contact, the start and the end.
  2. RentAs a recurring service, one draft invoice for every month that falls due, once, on its anchor day.
  3. RepairA tenant's report becomes a ticket, and the ticket a job card for the maintenance worker, with photos and a signature.
From a draft to an issued invoice A draft opens from the invoice list; the Issue button gives it a number, and the printable invoice shows the lines, the VAT breakdown and the amount due. The clip shows the Hungarian interface; every screen is also in English.

Which modules would you switch on, and what do they cost?

Contacts, companies and the timeline are always free, and so is Customer portal here. The 6 paid modules are bought one by one, and each can be tried for 3 days.

The modules and their prices as a table

Details
Property manager: modules and prices
ModuleWhat it is forPrice
Real estateProperties, tenants, leases and viewings.paid module, price coming soon
ContractsContracts signed on a link, with expiry and notice reminders.paid module, price coming soon
SubscriptionsRecurring fees and subscriptions, invoiced automatically.paid module, price coming soon
InvoicingInvoices through Számlázz.hu or Billingo, reported to NAV.paid module, price coming soon
Field serviceEverything from job dispatch to on-site sign-off in one system.paid module, price coming soon
HelpdeskEvery customer request in one place, with tracked deadlines and faster replies.paid module, price coming soon
Customer portalA link for the customer: their own quotes, invoices and tickets, no account.free, part of the core CRM

Questions

Does it publish listings to property portals?

No. It does not post listings to property portals; your own website can carry service and contact pages.

What does HelloCRM cost for a property manager?

The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Real estate, Contracts, Subscriptions, Invoicing, Field service, Helpdesk. Prices will be published soon.