Customer portal module
In short
Customer portal is a HelloCRM module: a link for the customer: their own quotes, invoices and tickets, no account. Part of the free core CRM. It comes with no time limit and no card, together with contacts, companies and the timeline.
Updated:
Fact sheet
- What it is
- A HelloCRM module: a link for the customer: their own quotes, invoices and tickets, no account.
- Who it is for
- Suggested for these trades: Law firm, Insurance broker, Credit broker, Property manager. It can be switched on in any account.
- Price
- Part of the free core CRM, with no time limit and no card.
- Limits
- The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
- Languages
- Hungarian and English, chosen per user.
- Where it runs
- In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
- Where the data is kept
- Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
- Status
- Not launched yet; pre-registration is open. Launch: the date has not been announced.
- Maker
- DField Solutions, Hungary
Customer portal module: facts, as of
What does the Customer portal module do?
- Send a customer a link from their contact or company page: they see and download their own quotes and invoices, with no account.
- The customer opens a ticket and replies to it from the portal, when the helpdesk is on.
- Choose how long the link lives, and close it with one press when it is no longer needed.
What does it cost, and can I try it?
Details
Customer portal: free, part of the core CRM.
Free, with no time limit and no card, together with contacts, companies and the timeline.
What changed recently?
Details
- A module of its own since 15 October: free, and switched on for everyone.
Who is the Customer portal module for?
Questions
How much does the Customer portal module cost?
Free, part of the core CRM.