HelloLeads CRM

Centralize leads, respond faster, automate follow-ups, and help sales teams convert more opportunities from mobile or web.

Centralize customer records, opportunity tracking, sales automation, contact management, and reporting for small businesses.

Products: HelloLeads CRM

Centralizes leads from calls, forms, chats, and other conversion channels so teams can organize, qualify, value, and transfer leads to connected systems.

Products: HelloLeads CRM

Mobile route and appointment scheduling, real-time sales activity tracking, and sales analytics for distributed retail and distribution teams.

Products: HelloLeads CRM

HelloLeads CRM

HelloLeads CRM is a cloud-based, mobile-first CRM for small and growing businesses to capture, organize, track, and convert leads. It brings leads from websites, social media, phone calls, WhatsApp, spreadsheets, and other sources into one place. Sales teams can manage customer communications, schedule follow-ups, assign leads, track team activity, and create quotes and invoices using Android, iOS, or a web browser. The platform also offers task management, reporting, integrations, website forms, and Hello Pages, a no-code tool for creating and sharing mobile-friendly landing pages with images, videos, descriptions, PDFs, and maps. Landing page engagement tracking shows who opened a page and who opened it more than once.

Category: CRM Software

• Capture Leads From Multiple Sources
  Bring enquiries from digital channels, calls, spreadsheets, business cards, and other sources into HelloLeads CRM for centralized management.
• Organize And Track Every Lead
  Keep lead records and activity organized in one place, and follow opportunities through the sales process to support consistent management.
• Keep Follow-Ups On Schedule
  Schedule follow-ups and use reminders to stay on top of planned activities and reduce the risk of overlooking prospects.
• Manage Leads From Anywhere
  Use the mobile apps or web browser to access lead information, communicate with prospects, and update records away from the office.
• Connect Through Preferred Channels
  Communicate with leads and customers using WhatsApp, email, text messages, and calls from the CRM, with templates available for faster responses.
• Respond To New Leads Quickly
  Use automatic greetings and mobile notifications to help sales teams respond soon after a lead is added or an enquiry arrives.
• Distribute Leads Across Your Team
  Assign leads automatically using round-robin distribution so sales team members can take responsibility for follow-up.
• Capture Website Enquiries Automatically
  Connect website forms to HelloLeads CRM so incoming enquiries can be captured and routed for follow-up without manual data entry.
• Create And Share Mobile Pages
  Build mobile-friendly landing pages without coding, include supporting content, and share pages with prospects and customers.
• Identify Interested Page Visitors
  Review page-opening activity, including repeat opens, to identify prospects who may merit additional attention.
• Review Team Activity And Results
  Give managers visibility into sales activities and performance metrics so they can review results, identify areas for coaching, and make data-informed decisions.
• Assign And Track Team Tasks
  Centralize tasks, assign responsibility, set deadlines, and track progress to coordinate work related to leads and customers.
• Track Calls With Lead Records
  Associate callers and phone activity with CRM lead records to help teams manage phone enquiries and follow-up.
• Plan And Track Customer Visits
  Support on-the-ground sales activity with visit check-ins and check-outs, nearby lead discovery, and location-related tracking.
• Prioritize High-Potential Leads
  Use lead scores and reports to find leads identified as high potential and focus sales attention on those opportunities.
• Adapt Fields And Stages To Your Process
  Configure lead fields and sales stages to reflect the information and pipeline structure used by your business.
• Create And Share Sales Documents
  Prepare quotes, price estimates, and invoices in HelloLeads CRM and share them with customers while on the go.
• Connect Your Business Applications
  Link supported applications and services with the CRM to connect lead sources and business workflows.
• Control Access To Lead Records
  Set access rights for lead groups and use lead locking controls to manage who can view or change important records.
• Send Personalized WhatsApp Messages
  Use saved templates to respond to leads and customers through WhatsApp without composing each message from scratch.
• Add Contacts By Scanning Cards
  Turn business card details into CRM records by scanning cards rather than entering the information manually.
• Analyze And Export Lead Data
  Use filters and sorting to review CRM records, then export leads to Excel for further analysis.
• Reach Many Contacts At Once
  Send email or SMS communications to multiple leads and customers, and track the success of mass email activity.
• Import Existing Lead Records
  Bring lead data into HelloLeads CRM from spreadsheets or other CRM systems to start managing records in one place.
• Clean Incomplete And Duplicate Records
  Remove incomplete, outdated, or duplicate lead data to keep CRM records more organized.
• Send Automated Birthday Wishes
  Set up birthday wishes for leads and customers to send greetings automatically.
• Manage Sales Orders In One Place
  Use the listed sales order management feature to support order handling within the HelloLeads CRM workflow.