Hippo Technologies

⚙️ Hippo CRM capabilities

Everything Your Front and Back Office Needs

CRM & Contacts

Manage companies, contacts and multi-company affiliations with role tracking, engagement levels and full audit trails.

Sales Pipeline & Prospection

Track prospects through a configurable pipeline with deal stages, qualification, interaction logging and a dedicated dashboard.

Quotations & Sales Orders

Build quotations, send them by email, track accept/reject, and convert directly into sales orders — no re-entry needed.

Invoicing & Payments

Post invoices, record single and batch payments, handle overpayments, generate PDFs and send by email with fiscal QR codes.

Customer Accounts & Finance

Multi-currency customer accounts with transaction history, credit application, refunds, adjustments and balance tracking.

E-Invoicing & Fiscal Compliance

MRA electronic invoicing, Factur-X XML generation, PDF extraction wizard, fiscal queues and an audit-ready VAT register.

Cheque Banking

Track pending cheques with confirm, return and cancel workflows, approaching-due-date reminders and Excel report export.

Procurement & Suppliers

Manage purchase orders with line-item cost tracking, plus a self-service supplier portal for requests and invoice submissions.

Inventory, Assets & Catalog

Product/service catalog with configurable schemas, stock lot tracking, landed costs, asset management and profitability reports.

Commissions & Rate Cards

Commission templates with percentage, fixed or tiered calculations, earned commission tracking and configurable rate cards for services.

Project Management

Kanban boards, task management with epics and milestones, time tracking, labels, watchers, comments and team board views.

Consulting & Timesheets

Manage missions, resource assignments, timesheet submission and approval, billing schedules and receivables tracking.

Email Integration

Compose and sync inbox via Google or Microsoft OAuth, templates, open/click tracking, analytics and AI-suggested replies.

WhatsApp Integration

WhatsApp Business API for sending and receiving messages, template management with Meta approval and delivery tracking.

Calendar, Chat & Notifications

Calendar events with attendees, internal team messaging and an in-app notification system with unread counts.

Accounting Sync

Bidirectional sync with QuickBooks, Sage and SAP — customers, contacts, invoices, payments and products with conflict resolution.

AI & LLM Integration

Multi-provider AI support (OpenAI, Claude, Gemini, Ollama) for email reply suggestions, folder organisation and extensible workflows.

Web Forms & Public Pages

Public-facing form builder for lead capture, shareable invoice views and a supplier portal — all without requiring login.

Multi-Tenant Administration

Provision and manage multiple companies from one platform, with role-based access, team context switching and audit logging.

Reports & Dashboards

Specialised dashboards for prospection, revenue, projects and debt collection, plus tax, stock, margin, fiscal and pipeline reports.

Debt Collection

Automated collection workflows via email, SMS, phone and letter, with promise-to-pay tracking, disputes and debtor reports.

API, Security & I18N

API key management for integrations, MFA authentication, CSP security, full English/French internationalisation and global search.

One platform to run sales, billing and operations — starting with Hippo CRM

One Company, Growing Products

Hippo CRM

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