How to Get Started with HelloClient CRM?

Overview of HelloClient Modules

Welcome to HelloClient! This article provides a general overview of the main sections of the platform.

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Trends

The Trends section offers a set of charts and graphs to analyze your business performance, including:

• Orders by day and status
• Average order and sale amounts
• Urgent and overdue orders
• Payments by day and category
• Orders by employee

Features:

• Each graph allows selecting a custom time range for analysis

Tasks

In the Tasks section, you can:

• View your tasks and tasks assigned to employees
• Create tasks directly from order, client, or product cards
• Plan work and monitor task completion so nothing gets missed

Tickets

In this section, you can:

• Import your ticket database
• Create new tickets
• Filter tickets by type and create custom filters
• Search using the search bar (including barcode scanner), with filters by date, manager, executor, etc.
• Assign a task from the ticketcard
• Call or message the client with one click
• Print personalized documents from the ticket card
• Notify clients via SMS or email about ticket status changes
• Track ticket history and attach files in the ticket card

Payments

This section reflects all your company’s income and expenses. You can:

• Create income and expense records by category
• Filter transactions by payment method, date, income/expense category, employee, and receipt presence

Clients

The Clients section stores your full customer base. You can:

• Upload/download client data
• Create and edit client profiles
• Search and filter by various parameters
• Create tasks from a client card
• Create orders and sales from a client profile
• Call/message clients or send emails directly from their profile
• View complete interaction history

Marketing: Reviews & Notifications

Reviews:

• Capture negative reviews. early to resolve issues

Notifications:

• View scheduled and sent email notifications

Services

This section contains the entire list of services. You can:

• Create a list of services
• Import services into the program
• Download a list of services

Inventory: Products, Orders, Suppliers

Products:

• Import/export your product catalog
• Create products
• Create categories
• Print price tags
• Search by name or barcode, with category filters
• Manage inventory directly from the product card

Orders:

• Manage supplier orders
• Create and receive supplier orders into inventory
• Search by order status or supplier
• View detailed order info
• From the order card, access the supplier card, print price tags, or download a PDF

Suppliers:

• Manage your list of suppliers
• Create orders linked to suppliers
• Search by date or supplier type

Shop

The Shop section enables you to manage retail sales and sell products from your inventory. You can:

• Create a product sale linked to a client
• Filter sales by payment status and period
• In the sale card, you can:
  • Delete the sale
  • Link a client to an unpaid sale
  • Add more items/services before payment
  • Print documents
  • Process returns

Reports

Access all your business or location reports. Reports can be viewed or downloaded.

• Common:
  • Company Summary Report

• Employees:

  • Salary

• Finances:

  • Profit on orders
  • Sales profit
  • Payment Summary This report provides a summary by payment methods: (Method – Income – Expense – Balance)
  • Fefunds A report on completed refunds. You can click on the reference (order/sale number) to view detailed information.

• Products and services:

  • Products and services revenue

  • Products revenue

  • Services revenue

    These reports show the ranking of products and services. The data is recorded immediately after a product or service is added to an order. They include data from both orders and sales.

  • Revenue by day

  • Revenue by month

    These reports provide daily and monthly statistics on services and products.

  • Revenue by staff This report shows statistics on services and products by employees.

• Tickets:

  • Orders by field

    A report where you can view statistics based on a selected order field.

• Clients:

  • Clients by field

    A report where you can view statistics based on a selected client field

• Inventory:

  • Stock balances

    A report showing current product stock levels. You can filter by category and availability (“In Stock / Out of Stock”).

  • History

    Displays the full movement history of products.

Tender

• View user-submitted announcements
• Filter by country and city or search by keyword
• Post your own announcements (requires active license)

Settings: Company, Orders, Clients, Payments, Forms

Company:

• General: company account settings

• Locations: manage and switch between multiple offices

• Employees: add unlimited employees, manage access rights and payroll

• Profile: each employee can set up their own profile and notifications

• Documents: create and edit document templates

• Integrations: manage integrations like SMS providers, telephony

• Purchase License: section to manage and pay for HelloClient license

Tickets:

• General: set default order execution time and warranty
• SMS Notifications: connect a provider and set up status-based SMS alerts
• Statuses: create and manage order statuses

Clients

• Notifications

Payments:

• Categories: create, edit, and archive income/expense categories
• Payment Methods: create and manage methods like card, cash, etc.

Forms:

• Ticket Types: create custom order types (paid, warranty, field, etc.)
• Ticket Fields

• Client Types: create types like “individual,” “company,” etc.
• Client Fields
• Handbooks

Knowledge Base

A collection of detailed guides, feature instructions, and FAQs

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You might be interested in:

• License payment
• How to switch from another program