CRM for your team. Personal finance for you.

Yes, if customers, deals, and invoices today live across email, spreadsheets, or several tools. Hero CRM is built for teams of 2 to 30 people: professional firms, agencies, manufacturers, and service companies. It is not the right choice if you need a full ERP or thousands of seats. If you only need personal finance, that workspace can run without the CRM.

Yes. The Personal workspace can sit next to the CRM or run on its own. Net worth, activity, accounts, portfolio, goals, and import stay per user, in Italian and English.

Most teams are up and running within a few days. We set up users, permissions, and core records; then sales works on real customers and deals. If you need to import data from another system, timing depends on what you bring over. We cover that in the demo.

Yes. Fill out the demo form and we will schedule a guided session with sample data close to your industry. No obligation. The goal is to see whether Hero CRM solves your problems, not to pressure you into a call.

Yes. Hero CRM runs in the browser on smartphones and tablets: customers, appointments, and pipeline stay available outside the office. No native app to install. Open the site, sign in, and work on the same data as desktop.

They stay in the CRM. Send and read email tied to the customer, book appointments on the calendar, and find everything on the deal record. Your team stops hunting for lost threads or notes in chat apps.

Drafting quotes and contracts. Start from price lists and information already in the CRM and get a structured draft to refine and send. It does not replace your salespeople. It cuts hours of copy-paste and reformatting.

Often yes. Attaching documents per customer is immediate; for contacts, deals, or invoice history we assess case by case. Ask in the demo or email us. We will tell you what you can import yourself and what is worth doing together.

You upload a file or a photo: bank statement (CSV, Excel, OFX, QIF), broker trades, a holdings snapshot, a receipt, or a generic CSV. AI suggests the column mapping; you review, resolve duplicates, then commit. There is no continuous sync and no bank login. You can undo a committed import.

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