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HelloCRMby DField Solutions

Modules

In short

All 66 modules of HelloCRM in one place, each with what it is for. 7 are part of the free core; the other 57 are bought one by one, per module; prices coming soon.

Updated:

Switching a module off and on The clip shows the Hungarian interface; every screen is also in English.

What work is each group of modules for?

Every module and its price

Details
HelloCRM modules and prices
ModuleWhat it is forPrice
AssetsEvery company asset, owner and deadline in one register.paid module, price coming soon
ContractsContracts signed on a link, with expiry and notice reminders.paid module, price coming soon
DocumentsA document store with folders, types, expiry, versions and approvals.paid module, price coming soon
EventsEvents with sign-up, ticket types and a guest list.paid module, price coming soon
SubscriptionsRecurring fees and subscriptions, invoiced automatically.paid module, price coming soon
PerformanceClear goals, meaningful feedback and tracked personal growth.paid module, price coming soon
InsuranceInsurance policies, premiums, claims and renewals.paid module, price coming soon
LoansLoans given, with a repayment schedule and overdue alerts.paid module, price coming soon
Legal mattersLegal matters, deadlines, hearings and billable time.paid module, price coming soon
Real estateProperties, tenants, leases and viewings.paid module, price coming soon
ShipmentsEvery parcel's journey in one place, from dispatch to delivery.paid module, price coming soon
CustomsImport data, customs documents and costs in one transparent system.paid module, price coming soon
QualityFrom recording non-conformances to verified resolution.paid module, price coming soon
Social plannerSchedule social posts; Facebook and Instagram publish themselves.paid module, price coming soon
ReputationAsk happy customers for reviews and see them in one place.paid module, price coming soon
ReferralsA referral programme with codes, rewards and tracking.paid module, price coming soon
Page pathsStep-by-step pages, with drop-off measured.paid module, price coming soon
SalonSalon: chair diary, colour formulas, commission.paid module, price coming soon
HealthcareA clinic with encrypted charts, appointments and invoices.paid module, price coming soon
TelemedicineVideo consultations for patients, on one link.paid module, price coming soon
AgriculturePlots with MePAR blocks, crop rotation, a work log and yield.paid module, price coming soon
BettingBetting markets, slips and settlement, kept on record.paid module, price coming soon
EV serviceEV service: job cards, batteries and parts.paid module, price coming soon
Field serviceEverything from job dispatch to on-site sign-off in one system.paid module, price coming soon
WorkshopFrom vehicle or equipment intake to repair and invoicing, everything in one place.paid module, price coming soon
DealsDeals with your own stages, from enquiry to won.free, part of the core CRM
TasksTasks with due dates and owners.free, part of the core CRM
CalendarOne calendar for tasks and appointments.free, part of the core CRM
Time trackingTime logged to the minute, billed with one press.paid module, price coming soon
CampaignsEmail campaigns to dynamic lists, measured.paid module, price coming soon
SMSSMS campaigns with consent, reminders and STOP opt-out.paid module, price coming soon
AutomationsAutomations that branch, started from ready recipes.paid module, price coming soon
ListsStatic and dynamic lists for your campaigns.paid module, price coming soon
TemplatesEmail templates with an editor.paid module, price coming soon
FormsWebsite forms that turn into contacts.paid module, price coming soon
QuotesQuotes on a link, invoiced with one press once accepted.paid module, price coming soon
InvoicingInvoices through Számlázz.hu or Billingo, reported to NAV.paid module, price coming soon
ProductsProducts, price lists and stock.paid module, price coming soon
PeopleColleagues, organisational structure and leave management in one place.paid module, price coming soon
ReportsReports and forecasts, each within the reader's scope.free, part of the core CRM
WebshopsShop orders arrive as deals and contacts.paid module, price coming soon
WebsiteA finished website and shop, edited on the page.paid module, price coming soon
Link pageA link-in-bio page for your profiles, with click counts.paid module, price coming soon
BookingsOnline booking with opening hours and reminders.paid module, price coming soon
PurchasingPurchase orders and goods received into stock.paid module, price coming soon
HelpdeskEvery customer request in one place, with tracked deadlines and faster replies.paid module, price coming soon
ProjectsFrom tasks and deadlines to project profitability, everything in one place.paid module, price coming soon
SurveysNPS and satisfaction surveys, answers on the contact.paid module, price coming soon
Knowledge baseCompany knowledge in one place for your team, customers and AI assistants.paid module, price coming soon
Shared inboxEvery company email in one place, with clear owners and tracked replies.paid module, price coming soon
MessagesWhatsApp, Messenger and Viber conversations in one place, in your team's hands.paid module, price coming soon
Point of saleA counter till on the same stock as the shop.paid module, price coming soon
TelephonyCompany phone exchange, call log and AI phone receptionist in one system.paid module, price coming soon
Automated callsReminder and payment calls by machine, inside calling hours.paid module, price coming soon
MailboxesYour own mailbox, with mail filed on the contact.free, part of the core CRM
Credential vaultA vault for connected accounts' keys.paid module, price coming soon
AI assistantAn AI assistant that sees only what you may see.free, part of the core CRM
CoursesInternal training, online courses and certificates in one place.paid module, price coming soon
GymGym: memberships, door check-in and the timetable.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
PermissionsCustom roles, field rules and sharing, paid per user.paid module, price coming soon
Sales sequencesMulti-step personal outreach that stops on a reply.paid module, price coming soon
Ad managerAd spend beside the CRM's own leads and revenue.paid module, price coming soon
CommunitiesClosed customer groups with posts and email sign-in.paid module, price coming soon

Questions

Which modules are free?

Deals, Tasks, Calendar, Reports, Mailboxes, AI assistant, Customer portal, together with contacts, companies, notes and files, for good.

Do I have to buy them all?

No. Every paid module is bought on its own and can be tried for 3 days. Bundles: coming soon.