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Features
Sales CRM Platform Walkthrough
Hello Leads Sales CRM
What is Sales CRM?
Sales CRM is like a Lead Management Platform that helps companies keep track of their leads from cold to hot stage in funnel and make them continously engaged with our services.
It’s kind of like having a super organized notebook where they can write down all the important information about each customer, like their name, phone number, and what they like to buy.
The Platform also helps the company’s salespeople remember when they last talked to a customer and what they talked about.
But that’s not all! Sales CRM can do even more cool things. It can help the sales team plan their work and remind them when they have important tasks to do, like making phone calls or sending emails.
It can also show the sales manager how well the team is doing and help them figure out ways to sell even more stuff.
So, in simple words, Sales CRM helps companies remember and take care of their customers, make their salespeople’s work easier, and make sure everyone is doing a great job. It’s a pretty neat tool that helps businesses grow and make their customers happy!
Mobile version
Desktop version
Take it on the go
- Send Quick Messages on WhatsApp, Text SMS, Email, Telegram and much more.
- Manage your Leads and Assign to Sales Executive to carry forward for closing it.
- Set Reminder as per Customer preference and never miss any leads follow-up
- Get all Leads Status on Dashboard and Analyse Sales Executive Performances Individually.
- Organize your Sales and have hold on your Sales Activities easily.
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Features
How to Get Started?
To install and use HelloLeads Sales CRM, you can follow these steps:
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Visit the HelloLeads.io website in your web browser.
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Look for a “Sign Up” or “Get Started” button on the homepage and click on it.
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Fill out the required information in the sign-up form, such as your name, email address, and a password.
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After completing the form, you may be asked to verify your email address by clicking on a confirmation link sent to your inbox.
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Once your email is verified, log in to your HelloLeads.io account using the credentials you provided during sign-up.
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After logging in, you’ll be taken to the HelloLeads.io dashboard.
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Explore the dashboard to familiarize yourself with its features and options. You may find sections for contacts, tasks, deals, reports, and more.
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To add contacts, click on the “Contacts” or “Add Contact” button and enter the required information, such as the contact’s name, phone number, and email address.
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To create tasks, navigate to the “Tasks” or “Add Task” section and enter the task details, such as the due date and description.
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Utilize other features like deals and reports to manage your sales activities effectively.
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HelloLeads.io may offer additional customization options, integrations with other tools, and customer support. Explore their website or contact their support team for more information.
Remember, the specific steps may vary slightly depending on any updates or changes made to the HelloLeads.io platform. It’s always a good idea to refer to their official documentation or seek assistance from their support team if needed.
