Quick start
Step 1
Section titled “Step 1” Create an order and accept payment All stages of creating an order from receiving a request to closing
Step 2
Section titled “Step 2” Sell a product or service through the Shop module Quickly sell a product or service in HelloClient
Step 3
Section titled “Step 3” Add products to inventory How to add products to inventory manually, via file import, and using a supplier order
Step 4
Section titled “Step 4” Adding Employees How to add an employee in HelloClient
Employee rights Set employee permissions
Employee salary management Organize comprehensive salary accounting for employees in HelloClient CRM
Step 5
Section titled “Step 5” Collect reviews on cards using the CRM Service quality rating notifications
Step 6
Section titled “Step 6” Creating a Supplier Order Quick goods intake in batches and orders to suppliers
Additional Materials
Section titled “Additional Materials”Migrating from another program
Section titled “Migrating from another program” Data Transfer Instructions Transfer clients, products and services, and orders from Excel files
How to install the application?
Section titled “How to install the application?” Installation Instructions Available for Windows, MacOS, iOS, Android, Linux
Next Steps
Section titled “Next Steps”Still have questions?
Section titled “Still have questions?” Support Chat on the Website Contact our support chat on the website or in the app. Agents with years of experience will answer any questions 💙
Support Chat on Telegram We will answer any questions. Phone consultation is also available.
Knowledge Base Use our collection of guides that explains all workflows in detail