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HelloCRMby DField Solutions

Reports module

In short

Reports is a HelloCRM module: reports and forecasts, each within the reader's scope. Part of the free core CRM. It comes with no time limit and no card, together with contacts, companies and the timeline.

Updated:

Reports: revenue, funnel, conversion The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: reports and forecasts, each within the reader's scope.
Who it is for
Not tied to a trade: 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

Reports module: facts, as of

What does the Reports module do?

  • Eleven reports under four headings, all in the base currency.
  • A cash-flow forecast that keeps certain and guessed apart.
  • A scheduled report email, each recipient's own numbers.

What does it cost, and can I try it?

Details

Reports: free, part of the core CRM.

Free, with no time limit and no card, together with contacts, companies and the timeline.

Questions

How much does the Reports module cost?

Free, part of the core CRM.