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HelloCRMby DField Solutions

Deals module

In short

Deals is a HelloCRM module: deals with your own stages, from enquiry to won. Part of the free core CRM. It comes with no time limit and no card, together with contacts, companies and the timeline.

Updated:

The sales pipeline, by drag and drop The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: deals with your own stages, from enquiry to won.
Who it is for
Suggested for these trades: Agency and services, Construction and trades, Insurance broker, Credit broker, Farm. 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

Deals module: facts, as of

What does the Deals module do?

  • Drag a deal between stages and see where it stalled.
  • Ask what is coming in this month: weighted, by stage.
  • Several pipelines side by side: sales, service, anything.

What does it cost, and can I try it?

Details

Deals: 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 deal's page suggests the next step, with its reason: a quote, a follow-up, a close date gone by, a stuck stage.
  • Its stage shows what share of deals that reached it were won.
  • The home gathers the first step on your most valuable deals in one list.

Who is the Deals module for?

Questions

How much does the Deals module cost?

Free, part of the core CRM.