Get to know your new CRM
Get to know your new CRM

First, a few basics

Lead Capture

Add leads & customers from
anywhere

Be it phone contacts, Facebook leads, leads from websites, WhatsApp leads, data from excel sheets or business cards. Bring all your customer data to one place

Phone Calls

Add from Phone Call

Effortlessly capture, track and manage your Incoming call enquires and outgoing phone calls with Zero manual effort.

Capture your WhatsApp Enquires

Add your WhatsApp enquires as leads and customers to your HelloLeads CRM on the go. Capture your leads with their notes and requests for easy tracking and follow-ups.

WhatsApp Enquiries

Integrations

Integrate your website enquiry form and other platforms with HelloLeads CRM to access all your enquires with just a click in your mobile.

CRM Integration

Every Salesman's Must-have Tool

Engage your leads instantly

Rapid lead response

Engage with your leads instantly using automated greeting emails and texts

Connect with your Leads quickly

Stay in touch with your leads through WhatsApp, Calls, Text or Email

Connect with your leads quickly

Follow-up Management

Fail-safe Follow-ups

Stay on top of your follow-ups with the help of on-time follow-up reminders in the phone

From the top

Get bird's eye view of your lead management and sales pipeline

Sales Pipeline

Do more with HelloLeads

Send personalized wishes

Happy Birthday, Erik!

Sending birthday or business anniversary wishes by email , WhatsApp is a breeze now. Zero effort. More wishes.

Track your team's performance

Stay on top of your team's sales activities. Extend your support for even better performance

Track team performance

Discover leads near you

Leads near you

On a sales visit? Discover all leads and customers near your current location. Plan your day

Track your sales team

Geo track your sales team for better planning and scheduling visits to prospects & customers

Track sales Team

Landing Page

Create your very own
No-code Landing page

Bring images, videos, documents of your products, all in one web page. Share it with your prospective leads and track its performance

Reorder Lead Stages

Add, Rename, Reorder lead Stages and create your own sales Funnel, using the HelloLeads web application

Reorder lead stages

Send quotes and estimates

Send quotes and estimates

Send instant quotes or estimates by WhatsApp or email. All it takes in just one minute

Get Notifications

Are you busy ? Get notified about the activities and transactions being carried out by the sales team real time

Get reminders

Respond to Facebook leads quicker


0% Missed follow-ups

Assign leads

Assign leads for follow ups

Make sure every sales lead has a care taker and sales associate to take it forward

Hello To-do

Create, assign and track To-do tasks. Ensure timely completion of activites.

hello to-do

Repeat follow-ups

Repeat your follow ups

Every sale takes on an average 7-8 follow ups. So, repeat your follow ups. It isn't over until you win!

Google Calendars

Get your Google Calendar updated instantly with your follow up schedules

Google calendars

Bring everyone on same page

auto-lead-assignment

Auto distribution of 3rd party leads

Save time and auto-distribute third party leads to your team members by setting up auto-assignment rules

Add attachments

Get documents, PDFs, images stored against each lead. Make life simple

Add attachments

Save time with templates

WhatsApp templates

WhatsApp Templates

Use templates to save time when you WhatsApp same content to many leads and customers

Text and Email Templates

Use Text and Email Templates to stay productive

SMS and email Template

My Team performance

Track team performance

Stay on top

Get to know who are doing great and who needs help. Track efforts and results

Know the full story

With activities, notes and comments, each of your team member knows the story

Manage leads centrally

Make HelloLeads your own app

Your web and mobile app

Access HelloLeads from any platform

Need help? Assistance?

Videos you must watch

Explore more videos

Insights that you should look at

Explore more insights

Accelerate Sales

Grow your business

Starting today

with HelloLeads CRM

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