Help
Answers to common questions about Hej CRM. Export, language, payment and deletion are in settings.
How do I get started?
Create an account and verify your email address. You can try Hej CRM for 30 days without a payment card. Add your team, customers and deals after signing in.
How do I import customers?
Open Customers and choose Import. Upload a CSV file, review the preview and confirm the import. In Excel, save the spreadsheet as CSV first.
How does a customer approve a quote?
Send the quote from Hej CRM. The customer receives a one-time code by email and uses it to approve the quote on the private quote page.
Can I use Hej CRM from ChatGPT or Claude?
Hej CRM offers an MCP connection for ChatGPT and Claude. You approve access in the client. Available actions are shown there; not all CRM actions are available yet.
Can I change language and currency?
Choose a language in settings. Your team’s country and currency are used as defaults for prices and quotes. Each quote can have its own currency.
How do I export or delete data?
Go to Settings to download your personal or team data. A team administrator can request account or team deletion there. Hej CRM does not automatically delete data after cancellation or non-payment.
How does payment work?
Subscriptions are priced per user and can be paid monthly or yearly. The 30-day trial does not require a card. If payment is missing or the subscription expires, the team may become read-only until payment is resolved. Data is retained.