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.
Updated:
A working day in HelloTeam CRM
- Quote and contract: A quote on a link, a contract signed online, the signature stored with a fingerprint of the text.
- Project: Milestones, tasks, a budget in hours and money; it warns at 80%.
- Time: Time logged to the minute, approved weekly, weeks locked.
- Invoice: An hour can be billed only once; monthly retainers draft their own invoices as subscriptions.
The modules you would switch on
| Module | What it is for | Price |
|---|---|---|
| Deals | Deals with your own stages, from enquiry to won. | free, part of the core CRM |
| Quotes | Quotes on a link, invoiced with one press once accepted. | €7.90 / month (HUF 2,990) |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | €7.90 / month (HUF 2,990) |
| Projects | Projects with budgets, milestones and time. | €7.90 / month (HUF 2,990) |
| 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) |
| Subscriptions | Recurring fees and subscriptions, invoiced automatically. | €7.90 / month (HUF 2,990) |
| Helpdesk | Tickets with promised times, rotas and saved replies. | €7.90 / month (HUF 2,990) |
Contacts, companies and the timeline are always free, and so is Deals here. The 7 paid modules are bought one by one, and each can be tried for 3 days.
Questions
Can an hour be billed twice?
No. A time entry takes the invoice's id when it is billed, and the update only succeeds while it was still empty: two people pressing the button at once cannot bill it twice.
What does HelloTeam CRM cost for a agency and services?
The core CRM is free. These modules cost, per month: Quotes €7.90, Contracts €7.90, Projects €7.90, Time tracking €4.90, Invoicing €7.90, Subscriptions €7.90, Helpdesk €7.90. You pay only for what you switch on.