The Services & Packages module lets you build a catalog of fixed-price service packages that clients can order, either through the CRM or through a public checkout.
How to Open Packages #
Go to Hive CRM → Packages.
Packages, Orders, and Service Requests #
The module tracks three related record types:
- Packages — the catalog items you sell (for example “Starter Website Package” or “Monthly SEO Retainer”), each moving through its own lifecycle status.
- Orders — created when a client purchases or is assigned a package, tracked through order progression stages.
- Service Requests — requests a client submits related to a service, tracked through their own status workflow.
All three have fully customizable statuses — see Service & Package Settings.
Public Checkout #
If enabled, HiveCRM can accept package purchases through a public checkout, using the payment methods you’ve configured — PayPal, Stripe, or bank/wire transfer.
When to Use Services & Packages #
Use this module when you sell productized, fixed-price services rather than (or alongside) project-based or hourly work billed through estimates and invoices.
