Frequently Asked Questions

Everything you need to know about using HelloDeskHub to manage leads,

conversations, appointment and business workflows all in one place.

Flexible, scalable, and built to grow with your business

1. What is HelloDeskHub?

HelloDeskHub is a client management and business operations platform designed to help service-based businesses stay organized, responsive, and in control.

It allows you to manage leads, conversations, appointments, and customer information from one centralized system. Automation features are available as optional upgrades and can be added based on your business needs.

2. Is HelloDeskHub fully automated?

HelloDeskHub can be used with or without automation.

Some businesses use it purely as a CRM to manage contacts, messages, and appointments, while others choose to add automation for follow-ups, reminders, and internal workflows. You decide how simple or advanced your setup needs to be.

3. Do I need technical skills to use the system?

No. HelloDeskHub is designed to be user-friendly and intuitive. Most features work out of the box, and setup guidance is provided to help you get started quickly.

4. What types of businesses is HelloDeskHub for?

HelloDeskHub is built for service-based businesses that rely on inquiries, appointments, and client communication, including real estate professionals, property managers, consultants, service providers, cleaning companies, salons, and small business owners.

5. Can I add automation later?

Yes. You can start with a basic setup and add automation features later as your business grows.

This includes workflow automation, follow-ups, reminders, and other advanced tools — without needing to switch platforms.

6. Can I access the system from my phone?

Yes. HelloDeskHub is accessible from both desktop and mobile devices, allowing you to manage inquiries, appointments, and contacts wherever you are.

7. Will my data and customer information be secure?

Yes. HelloDeskHub uses secure systems and best practices to protect your business and customer data.

8. Is there a contract?

No. All plans are month-to-month, and you may cancel at any time.

9. Are there setup or onboarding fees?

Some plans may include a setup or onboarding process depending on your configuration needs. Any applicable fees will be clearly communicated before you get started.

10. Does HelloDeskHub include an AI receptionist?

AI-powered receptionist and voice features are currently in development and will be introduced as optional enhancements in the future.

HelloDeskHub is built to support these advanced features without disrupting your existing setup.

11. How do I get started?

You can get started by selecting a plan and setting up your account. Once onboarded, you’ll have access to the core platform, with the option to add upgrades or request additional setup support if needed.

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