Documents module
In short
Documents is a HelloCRM module: a document store with folders, types, expiry, versions and approvals. A paid module that can be tried for 3 days; its price is coming soon. You switch it on next to the free core CRM, and cancelling it deletes none of your data. Documents in folders and types, with expiry reminders, old versions kept, and approvals.
Updated:
Fact sheet
- What it is
- A HelloCRM module: a document store with folders, types, expiry, versions and approvals.
- Who it is for
- Suggested for these trades: Credit broker. It can be switched on in any account.
- Price
- A paid module that can be tried for 3 days; its price is coming soon. Bought on its own, monthly.
- Limits
- The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
- Cancelling
- Cancel any time; the module stays until the end of the paid period, and none of your data is deleted.
- 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
Documents module: facts, as of
What does the Documents module do?
- Folders and a type tree: the type says what data is required.
- Expiry and reminders, a new version that keeps the old one, with a diff.
- Ask for approval, share, and link to any number of records.
What does it cost, and can I try it?
Details
Documents: paid module, price coming soon.
Bought on its own, monthly, on top of the free core CRM. It can be tried for 3 days first.
Who is the Documents module for?
Questions
How much does the Documents module cost?
Paid module, price coming soon.
Can I try the Documents module?
Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.