Why HelloLeads CRM

25+ business benefits of using
HelloLeads CRM for your business

Lead Management

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.

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 Leads
Lead Management

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

Lead Generation
Fail-safe Follow-ups

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

lead management

Do more with HelloLeads

Track conversation history

Keep track of conversation history

Capture every conversation and have a complete track of your activities and interactions with leads & customers

Track your team's performance

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

Track team performance
Lead Management

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

Sales CRM
Send quotes and estimates

Send quotes and estimates

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

WhatsApp your leads

Use the power of WhatsApp to reach your leads and customers instantly

whatsapp leads

Respond to Facebook leads quicker

Zero missed follow-ups

Lead Management

Assign leads for follow ups

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

Get Reminders

We are busy. So get reminded to do timely follow ups

Get reminders
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

Lead Management

Know the full story

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

Add attachments

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

Add attachments

Save time with templates

Whatsapp template

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

Measure performance

Keep a track of leads added, calls made and locations visited

Team performance

Make HelloLeads your own app

Your web and mobile app

Your own webapp

Add your logo / branding to web
app. Feel more at home

Your own mobile app

With your logo / branding on
the mobile app, you are ready
to go even faster

Wish your customers on birthdays

Send personalized wishes

Happy Birthday, Erik!

Sending birthday wishes by email is a breeze now. Zero efforts. More wishes

Happy Business Anniversary!

Wish customers on their business anniversaries. They grow, you grow!

Send personalized wishes

Get started with HelloLeads CRM
for free

Easily gather, track and convert leads to customers

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