Helvo FAQ's
Get answers to the most common questions about Helvo your all-in-one business management platform.
Helvo is a powerful all-in-one business management platform that helps you manage CRM, projects, tasks, finance, HR, messaging, tickets, and more all from a single dashboard.
Helvo is designed for small to large businesses, teams, and agencies that want to streamline operations, automate processes, and enhance team collaboration.
Yes! Helvo offers a free trial for all new users so you can explore the platform before choosing a paid plan.
Helvo offers three main plans: Personal, Advanced, and For Team. Each plan scales with features like CRM, project management, HR, finance, and analytics. You can choose monthly or yearly billing with discounts for yearly plans.
No. Helvo is transparent. There are no hidden fees, setup costs, or maintenance charges.
Yes. You can change your plan anytime directly from your dashboard without losing your data.
Helvo includes: Leads & CRM, Client Management, HR tools, Projects & Tasks, Finance, Products & Orders, Tickets, Events & Calendar, Messaging, Noticeboard, Knowledge Base, and Reports.
Yes. Using Helvo’s Settings module, you can enable or disable any feature depending on your team’s needs.
Absolutely! Helvo is fully responsive and works seamlessly on desktop, tablet, and mobile devices.
Helvo supports online payments including credit/debit cards, bank transfers, and PayPal.
Yes. Helvo allows you to create, download, and send professional invoices directly from the platform.
Helvo uses industry-standard encryption and security measures to ensure all financial data is safe and secure.
Helvo provides multiple support channels:
- Live Chat within the platform
- Tickets Module for tracking issues
- Email Support: support@helvo.com
Yes. Helvo integrates with HubSpot, Salesforce, Mailchimp, Zendesk, and many other popular business apps.
Yes! Helvo offers easy data import options for CRM, clients, projects, and finance information.
Absolutely. Helvo complies with GDPR, CCPA, and uses secure cloud servers with encrypted storage.
Yes. Helvo’s role-based permissions allow you to define access levels for employees, managers, and admins.
Yes. Helvo provides detailed audit logs to track activities across projects, finance, and team management.
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