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support

Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

HelloLeads CRM is a mobile-first CRM platform that helps businesses capture, manage, nurture, and convert leads faster. Designed for modern sales teams, it enables users to respond instantly to prospects, automate follow-ups, track customer interactions, and improve sales productivity from anywhere. Ideal for small and medium businesses, field sales teams, real estate agencies, insurance advisors, financial service providers, healthcare organizations, education consultants, travel agencies, automotive dealerships, manufacturers, distributors, and franchise businesses, HelloLeads CRM simplifies the entire sales lifecycle. The platform automatically captures leads from phone calls, WhatsApp, website forms, Facebook Lead Ads, and other sources, eliminating manual data entry and reducing response time. Built-in WhatsApp communication, call tracking, follow-up reminders, lead assignment, and sales pipeline management help teams stay organized and close more deals. Native Android and iOS apps allow sales professionals to work on the go, even without internet connectivity, thanks to offline access with automatic synchronization. Managers can monitor team performance through a web dashboard featuring real-time analytics, sales reports, conversion tracking, and lead source analysis. Additional capabilities include GPS-based field sales tracking, duplicate lead detection, lead import/export, territory management, branch hierarchy mapping, and enterprise-grade scalability. With an intuitive interface, quick deployment, and minimal learning curve, HelloLeads CRM helps businesses improve lead conversion, eliminate missed follow-ups, and drive sustainable business growth. A 14-day free trial is available, along with flexible subscription plans and enterprise solutions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Zapier Yes 
Box Yes 
Contact Form 7 No 
Exotel No 
Google Drive Yes 
Integry Yes 
Interakt No 
Josys Yes 
Justdial No 
Knowlarity No 
QuickBooks Accountants No 
TradeIndia No 
Twilio No 
Unbounce Yes 
Wati No 
WhatsApp No 
Xero No 
Zoho Books No 

Integrations

Google Calendar Yes 
Zapier Yes 
Box No 
Contact Form 7 Yes 
Exotel Yes 
Google Drive No 
Integry No 
Interakt Yes 
Josys No 
Justdial Yes 
Knowlarity Yes 
QuickBooks Accountants Yes 
TradeIndia Yes 
Twilio Yes 
Unbounce No 
Wati Yes 
WhatsApp Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

$9 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$0 / year/ user
a. Free plan - $0/user/ month
b. Essential - $7/user/month
c. Enterprise - $12/user/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

HelloLeads CRM

Founded

2017

Country

India

Website

www.helloleads.io

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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