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.
Updated:
A working day in HelloTeam CRM
- Monthly fee: A subscription per client: one draft invoice for each month that falls due, on its anchor day.
- Deadlines: Recurring tasks with an owner; the calendar shows who is away when.
- Client questions: Mail to the support box becomes a ticket with a promised response time; the client sees theirs in a portal.
- Extra work: Anything beyond the fee is logged in hours and billed.
The modules you would switch on
| Module | What it is for | Price |
|---|---|---|
| Contracts | Contracts signed on a link, with expiry and notice reminders. | €7.90 / month (HUF 2,990) |
| Subscriptions | Recurring fees and subscriptions, invoiced automatically. | €7.90 / month (HUF 2,990) |
| Tasks | Tasks with due dates and owners. | free, part of the core CRM |
| Helpdesk | Tickets with promised times, rotas and saved replies. | €7.90 / month (HUF 2,990) |
| Knowledge base | A knowledge base for the team and the website chatbot. | €4.90 / month (HUF 1,990) |
| Time tracking | Time logged to the minute, billed with one press. | €4.90 / month (HUF 1,990) |
| Invoicing | Invoices through Számlázz.hu or Billingo, reported to NAV. | €7.90 / month (HUF 2,990) |
| Website | A finished website and shop, edited on the page. | €12.90 / month (HUF 4,990) |
Contacts, companies and the timeline are always free, and so is Tasks here. The 7 paid modules are bought one by one, and each can be tried for 3 days.
Questions
Is this accounting software?
No. There is an accounting journal, bank and a cash book, and the monthly accountant's export, but returns are made in your accounting software. Invoices are reported to NAV by Számlázz.hu or Billingo.
What does HelloTeam CRM cost for a accounting office?
The core CRM is free. These modules cost, per month: Contracts €7.90, Subscriptions €7.90, Helpdesk €7.90, Knowledge base €4.90, Time tracking €4.90, Invoicing €7.90, Website €12.90. You pay only for what you switch on.