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HelloCRMby DField Solutions
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Loans module

In short

Loans is a HelloCRM module: loans given, with a repayment schedule and overdue alerts. 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.

Updated:

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

Fact sheet

What it is
A HelloCRM module: loans given, with a repayment schedule and overdue alerts.
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

Loans module: facts, as of

What does the Loans module do?

  • A loan book with principal and interest.
  • A schedule split into principal and interest, and the payments actually made.
  • What is left to pay, without working it out.

What does it cost, and can I try it?

Details

Loans: 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 Loans module for?

Questions

How much does the Loans module cost?

Paid module, price coming soon.

Can I try the Loans module?

Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.