Help
23 questions companies ask about CRMs, invoicing, online shops and data protection, each answered briefly at the start.
Updated:
Which free CRM is best for a Hungarian small business?
The right choice has a free plan with no time limit, a Hungarian interface and a link to Hungarian invoicing.
How do I invoice from a CRM in a way NAV accepts?
By having the CRM issue the invoice through invoicing software that does the NAV reporting.
How much does a CRM cost?
CRM prices range from free plans to a monthly fee per user, and add-ons often raise the bill.
How do I move from MiniCRM?
You export contacts from MiniCRM.hu to CSV module by module and load them in HelloTeam under Contacts → Import; the importer recognises Hungarian headers on its own.
How do I move from Pipedrive?
In Pipedrive you export People to CSV and load them in HelloTeam under Contacts → Import; the people export carries the organization name, so companies are created too.
How do I move from HubSpot?
In HubSpot you export contacts to CSV (the export arrives as a link by email) and load them in HelloTeam under Contacts → Import; most of HubSpot's English property labels map themselves.
How do I connect my CRM to my online shop?
With WooCommerce, Shopify, ShopRenter or UNAS, the shop sends a signed order notification to one HelloTeam endpoint, and every order becomes a contact and a deal.
What is MCP, and how do I use my CRM with ChatGPT or Claude?
MCP (Model Context Protocol) is an open protocol that lets an AI assistant call an outside system's tools.
Spreadsheet or CRM: when is it time to switch?
When more than one person works with the same customers, or call-backs and quotes start to slip.
How do I send a GDPR-compliant newsletter?
Send only to people who have demonstrably agreed, put an unsubscribe link in every email, and honour unsubscribes.
How do I set up a sales pipeline?
Write down the stages a deal goes through at your company and add them in the pipeline settings.
How does a quote become an invoice?
You send the quote as a link, the buyer accepts it there, and an accepted quote becomes a draft invoice with the same lines in one click.
What is the difference between a proforma and an invoice?
A proforma is only a request for payment, not an invoice, so it is not reported to NAV; an invoice documents the supply (or an advance received).
How do I export or erase a customer's data under the GDPR?
In HelloTeam everything held about a person downloads from their contact record in one click, and erasure is one action too.
How do I let a colleague see only their own customers?
In HelloTeam a colleague's record scope can be set to their own records only.
How do I take bookings online?
Switch on the Bookings module, add your services and opening hours, and put the booking page on your website or link page.
How do I measure customer satisfaction (NPS)?
Send a one-question NPS survey after a purchase or service, and follow up weak answers the same day.
How do I handle support email with tickets?
Mark a support mailbox: every incoming email opens a ticket or joins an existing conversation, with an owner and a promised time.
How do I set up a recurring (monthly) invoice?
Create an invoice template and a schedule (monthly on the 1st, for example); the system issues the invoice by itself on those days.
Can the CRM run on my own server?
Yes: HelloTeam's self-hosted plan is the same system on your server, quoted per installation.
How do I connect the CRM to other systems with the API and webhooks?
Use the REST API with a scoped API key to read and write; when the other system needs to know about an event straight away, set up a webhook.
How do I handle WhatsApp, Viber and Messenger messages in one place?
HelloTeam's Messages module gathers all three platforms into one inbox, and replies go out from there.
How do I make a link page (link in bio) for Instagram or TikTok?
Switch on the Link page module, add your links (shop, bookings, newsletter) and put the address in your social profile.