Auto Assign leads
Assign leads to your sales team in a round-robin fashion.
Happy Birthday!
Auto-wish your customers and
leads on their birthdays!
Instant hello!
Send an automatic introductory email or greeting soon after adding a lead
Field Sales CRM
Check-in and check-out when you make visits to your customers
Leads near me!
Find leads near your current location and plan your visits
Team performance
Get insights into your team's efforts and results.
Leads that matter
Locate high-potential leads with leads scores and reports
Zapier & Pabbly
Connect to your favorite applications in minutes
Clean the data
Remove incomplete, stale, and duplicate leads using data clean up
Recurring follow-ups and on-time reminder features in mobile makes HelloLeads my personal assistant in following-up with my leads. To be honest, I have never ever missed a follow-up since started using HelloLeads CRM. Thanks for the awesome product!
Allen Stephen, Sales Consultant, Malaysia
Import leads
Import leads from Excel sheets or other complex CRMs quickly
Word Press
Use HelloForms to add leads quickly, use it anywhere
Schedule Follow-ups
Schedule follow ups quickly. Repeat follow-ups until you win!
Attach files and video
Receive on-time reminders for your follow ups to improve sales
Bulk Text / SMS
Send bulk text or SMS to your
leads and customers easily.
Custom Fields
Your business is unique, so create the custom fields you need.
Mass Email
Send bulk email in one go to your leads and track their success
Data Security
Control access with roles, permissions, and rights.
Convert leads!
Move leads through the funnel with customizable lead stages
Quick Quotes
Share quick quotes and price estimates on-the-go
Instant Invoices
Create invoices in seconds and share with your customers
Business Card Scans
Auto update lead details by simply scanning business cards
Slice & Dice
Slice & dice CRM data for analysis using filters and sorting
3rd Party Apps & APIs
Connect with 3rd party apps using easy-to-use APIs
Export Data!
Export leads to excel for further analysis, in seconds!
Call CRM
Add callers as leads and track phone calls with leads
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Hello To-Do
Track, manage, conquer your to-dos
Wati Integration
Engage Seamlessly with WATI on WhatsApp
WIX Integration
Automatically capture leads generated from Wix.
Looking for a new feature or improvements that can help
your business?
