Projects module
In short
Projects is a HelloCRM module: from tasks and deadlines to project profitability, everything in one place. 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:
Fact sheet
- What it is
- A HelloCRM module: from tasks and deadlines to project profitability, everything in one place.
- Who it is for
- Suggested for these trades: Agency and services, Construction and trades. 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
Projects module: facts, as of
What does the Projects module do?
- Project planning: deadlines, milestones, owners and reusable project templates.
- Task management: priorities, dependencies, checklists and personal task lists.
- Scheduling: calendar, timeline and Gantt views to coordinate project tasks.
- Time and effort: planned and actual hours tied to tasks and projects.
- Budget and costs: planned budget, actual spend, forecast total cost and expected project margin.
- Documents and decisions: contracts, specs, milestone approvals and a traceable decision log.
- Automated alerts: upcoming deadlines, dependency delays and budget overrun warnings.
- Connected to the rest of the company: customers, invoices, expenses, calendar and time in one unified workflow.
What does it cost, and can I try it?
Details
Projects: 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 Projects module for?
Questions
How much does the Projects module cost?
Paid module, price coming soon.
Can I try the Projects module?
Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.