CRM by trade
HelloTeam CRM for 8 trades: for each, the modules such a company would switch on, a working day step by step, the prices, and what we do not claim.
Updated:
CRM for private clinics
Patients book on your website, the chart is stored encrypted with every opening logged, and the visit becomes an invoice or a cash entry.
CRM for beauty salons
Online booking, history and colour formulas per guest, a till that takes gift cards and loyalty points, and commission per stylist at month end.
CRM for gyms
Memberships at the desk or online, check-in by card, barcode or the door hardware, and class booking through bookings.
CRM for shops
A web shop on your own domain, a counter till, variants by size and colour, gift cards, loyalty, reviews with photos, and courier labels for GLS, Foxpost, Packeta, MPL and DPD.
CRM for garages and workshops
Intake on a jobcard, diagnosis, parts from stock, labour, hand-over and invoice: with field jobs and EV service when you need them.
CRM for agencies
The quote becomes a project with a budget and milestones, the team logs time to the minute, and approved hours land on one invoice grouped by rate.
CRM for accounting firms
A contract and a monthly fee per client that drafts its own invoice every month, deadlines as tasks, questions as tickets, and a knowledge base the website chatbot answers from.
CRM for restaurants and cafés
Booking on your website, wine dinners with tickets, a counter till with receipts, staff shifts, and a review request after the visit.