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Helloleads

Brand : HelloLeads

Starting at ₹ 400

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A simple customer relationship management (CRM) software that helps businesses track and manage their leads and clients efficiently in one place. ...Read more

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Helloleads Software Pricing, Features & Reviews

What is Helloleads?

HelloLeads is a simple CRM software that helps businesses manage their leads and clients in one place. Unlike complex CRMs, it has an easy-to-use design for hassle-free lead tracking. You can gather leads from sources like websites, social media ads, and field sales, and organize them in HelloLeads for quick access and better management.

The software allows for instant communication with leads through automated emails, SMS, and WhatsApp, ensuring that no leads are missed. It includes features for setting reminders and follow-ups, helping sales teams stay organized and engaged with prospects. Additionally, HelloLeads offers tools like HelloForms for quick lead entry and the ability to assign leads to team members efficiently.

Why Choose Helloleads Software?

  • Centralized Data Management: HelloLeads allows you to add leads and customers from various sources, including phone contacts, social media, and Excel sheets, consolidating all customer data in one place.
  • WhatsApp Integration: The software enables users to capture WhatsApp inquiries as leads, facilitating easy tracking and follow-ups directly from the platform.
  • Rapid Lead Engagement: With automated greeting emails and texts, businesses can respond to leads instantly, enhancing engagement and improving conversion rates.
  • Multi-Channel Communication: Users can connect with leads through various channels, including WhatsApp, calls, texts, and emails, ensuring flexible communication options.
  • Timely Follow-Up Reminders: HelloLeads provides on-time follow-up reminders, helping users stay organized and ensuring no lead is overlooked.
  • Comprehensive Activity Tracking: The software captures conversation history and interactions with leads and customers, providing a complete overview of engagement efforts.
  • Performance Monitoring: Businesses can track their team's sales activities and performance, allowing for targeted support and improvement strategies.
  • Location-Based Lead Management: Users can discover leads near their current location during sales visits, optimizing planning and scheduling.
  • Geo-Tracking for Sales Teams: The software allows for geo-tracking of sales teams to improve visit planning and enhance efficiency.
  • Quick Quote Generation: Users can send instant quotes or estimates via WhatsApp or email in just one minute, streamlining the sales process.

Benefits of Helloleads Software

  • Multi-Source Lead Aggregation: HelloLeads allows users to gather leads from various sources such as social media, websites, and offline events, ensuring a comprehensive lead database.
  • Instant Lead Entry with HelloForms: Users can quickly add leads using HelloForms, streamlining the process of capturing information on the go.
  • Round Robin Lead Assignment: The software facilitates equitable distribution of leads among team members through round robin assignment, promoting balanced workloads.
  • Customizable Reminder Settings: Users can tailor follow-up reminders based on their preferences, ensuring that important tasks align with their workflow.
  • Sales Activity Monitoring: It provides tools to monitor individual sales activities, allowing managers to identify high performers and areas needing improvement.
  • User-Friendly Mobile Application: The mobile app is designed for ease of use, enabling sales teams to manage leads and communicate effectively while in the field.
  • Comprehensive Lead Notes: Users can attach detailed notes and requests to each lead, enhancing context for future interactions and follow-ups.
  • Performance Insights: The software offers analytics that help businesses understand conversion rates and identify trends in lead engagement, supporting strategic decision-making.
  • No Credit Card Required for Sign-Up: New users can try the service without financial commitment, making it easier to explore its features risk-free.
  • Flexible Pricing Plans: It offers various pricing options, including discounts for annual subscriptions, making it accessible for businesses of different sizes and budgets.

Pricing of Helloleads

Helloleads price in India starts at INR 400 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Helloleads Pricing & Plans

Essential
  • Simplified Interface
  • Basic Lead Capture
  • Lead Organization
  • Automated Responses
  • Basic Reporting
    • Monthly
Starting at ₹ 400
Enterprise
  • Advanced Lead Capture
  • Lead Scoring
  • Follow up Reminder
  • Customization and Personalization
  • Advanced Automation
    • Monthly
Starting at ₹ 700

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Helloleads Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.

Lead Management

  • icon_check Lead Generation Capture and create leads through multiple channels for sales growth.
  • icon_check Lead Tracking Track lead activity and behavior across multiple channels and touchpoints.
  • icon_check Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects.
  • icon_check Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules.
  • icon_check Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising.
  • icon_check Lead Nurturing Engage with leads over time through automated follow-ups and relevant content.

Sales Pipeline Management

  • icon_check Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Deal Management Manage the entire deal lifecycle, from negotiation to final agreement.
  • icon_check Quote & Proposal Management Create and send tailored quotes and proposals for potential clients.
  • icon_check Opportunity Management Manage and track sales opportunities from prospect to closed deal.
  • icon_check Territory Management Organize and assign sales territories to optimize coverage and performance.
  • icon_check Deal Rotting Flag and manage deals that are stalling or not progressing as expected.
  • icon_check Order Management Handle order processing and ensure smooth transaction flow post-sale.

Collaboration and Communication

  • icon_check Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system
  • icon_check Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates.
  • icon_check Internal Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity.
  • icon_check Call Tracking and Recording Track and record sales calls for better analysis and performance review.

Integrations

  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Workflow Automation and Management

  • icon_check Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Task Automation  Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Lead Capture Automation Automatically capture leads from forms, websites, and social media.
  • icon_check Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria.
  • icon_check Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM.

Security & Compliance

  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Audit Logs Maintain a log of all user actions for accountability and security auditing.
  • icon_check Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
  • icon_check IP Whitelisting Prevents unauthorized access from unknown or unsecure locations.

AI Capabilities

  • icon_check Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Analytics and Reporting

  • icon_check Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs.
  • icon_check Customizable Pipeline Views Create customized views of sales pipeline stages for better oversight.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Sales Forecasting Predict future sales revenue based on trends, historical data, and leads.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Others

  • icon_check Data Import/Export
  • icon_check Customization Options

Helloleads Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs
  • Communities
  • Videos
  • English

Helloleads Reviews and Ratings

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HelloLeads Company Details

Brand Name HelloLeads
Information HelloLeads is a simple CRM designed for small business needs.
Founded Year 2015
Director/Founders Srinivasan Narasimhan
Company Size 1-100 Employees

Helloleads FAQ

A The price of HelloLeads software in India starts at INR 400 on TechJockey.com.
A Yes, HelloLeads offers a mobile app for both Android and iOS devices.
A HelloLeads is compatible with both web browsers and mobile operating systems, including Windows, Android and iOS.
A Yes, HelloLeads offers a free trial for users to explore its features before committing to a paid plan.
A HelloLeads helps manage and track leads, automate follow-ups, and streamline sales processes with an easy-to-use interface.
A Small and medium-sized businesses, sales teams, and professionals looking to improve lead management and conversion rates can benefit from HelloLeads.
A Yes, HelloLeads provides a free demo to help users understand its features and functionality.
A No, HelloLeads is a paid software with different pricing plans based on features and usage.

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