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HelloCRMby DField Solutions

Quotes module

In short

Quotes is a HelloCRM module: quotes on a link, invoiced with one press once accepted. 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. As quote software it totals the lines into net, VAT and gross, and the customer accepts on a link.

Updated:

From a quote to an invoice The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: quotes on a link, invoiced with one press once accepted.
Who it is for
Suggested for these trades: Garage and workshop, Agency and services, Construction and trades, Manufacturer, Event organiser, Installer and service company. 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

Quotes module: facts, as of

What does the Quotes module do?

  • A quote the customer accepts from a link.
  • Revisions: a second quote does not overwrite the first.
  • One click from accepted to invoiced.

What does it cost, and can I try it?

Details

Quotes: 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.

What changed recently?

Details
  • A quote says when it was opened and is undecided, when nobody opened it, or when it ran out.
  • While it is written, it suggests what usually goes with its products.

Who is the Quotes module for?

Questions

How much does the Quotes module cost?

Paid module, price coming soon.

Can I try the Quotes module?

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