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helloHQ

The agency software for perfect workflows·hellohq.io

helloHQ is an all-in-one agency management software covering the full business process from CRM and project quoting to project management, resource planning, time tracking, invoicing and controlling. It combines dashboards, a central contact database with lead pipeline, drag-and-drop resource/vacation planning, a document workflow from quote to invoice, and integrated time and budget tracking in a single platform. It targets agencies and project-based businesses such as consultancies and IT/tech companies, and states GDPR compliance with European, ISO 27001-certified server locations.

What it's for

Creating and closing project quotes/offersManaging projects, timings and task packagesPlanning team capacity and resources via drag-and-dropTracking time and costs against project budgetsManaging leads and contacts via CRM and sales pipelineAutomating invoicing from quotes to invoicesControlling and reporting on agency KPIsManaging vacations and absences

Features 23

Automated invoicing
Automated time tracking via Memtime
Automatic email filing
Automatic invoice dispatch based on planned revenue
Central contact database for companies and contacts
Contact sync with Microsoft Exchange
Custom database queries
Customizable dashboards with role-based access
Customizable document design/branding
Drag-and-drop resource planning
Full API access
Graphical resource utilization view
Integrated public holiday calendar
Integrated sales forecast
Lead pipeline for tracking new projects
OCR scan for incoming invoices
One-click project plan creation from quotes
Overtime account tracking
Project budget monitoring
Quote-to-invoice document workflow
Stopwatch and manual time tracking
Subsystems/client separation
Vacation and absence planning with requests

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesGerman, English

Foragencies, consulting firms, IT/tech companies, creative teams

Companyeverii Group · 2022

Integrations

aworkMicrosoft ExchangeZapierJIRAPersonioagicapMemtime

Complianceself-reported

GDPRISO 27001

Pricing

Billing is monthly and team members can be added flexibly at any time. Prices shown here are in GBP as stated on the pricing page; the German-language homepage lists different EUR figures (e.g. Team plan at €29.75/€35 per user in the first contract year, minimum 3 users) which may reflect a separate regional pricing table.

TeamQuote

Support via ticket; onboarding booked separately via screenshare; integrations: awork, exchange, zapier

For teams of 3 or more; 100 GB cloud storage

ProfessionalQuote

Support via ticket, live chat, phone; onboarding via screenshare or in person; integrations: agicap, awork, JIRA, Exchange, Personio, zapier

For teams of 5 or more; 200 GB cloud storage

EnterpriseQuote

Priority support via ticket, live chat, phone; onboarding via screenshare, in person; integrations: agicap, awork, JIRA, Exchange, Personio, zapier

For enterprise demands; 500 GB cloud storage