HelloLeads is a customer relationship management software for Windows oriented towards small businesses.
Demo
Being a comprehensive CRM tool, the program is not available to download for free. However, there is an option to schedule a demo version to check the overall look of the interface and system itself before purchasing a subscription. To access the executable file, it is necessary to enter the email address, company name and size of sales team. Afterwards, users need to go to a Zoom room by entering a link sent to their mailbox and complete the interview.
System
First, it is possible to enter the leads into the database by importing their contacts from emails, web forms or even business cards. There is a centralized dashboard that displays the list of potential clients making it easy to view their profiles, communication history and current status. Users can assign and schedule tasks with customizable reminders. This is a helpful feature for memorizing appointments dates and management activities.
Additionally, the program visualizes the sales pipeline that allows you to track the progress of your customers behavior. You can apply a bulk messaging method to send targeted emails to multiple leads simultaneously saving time and effort.
Features
- provides performance metrics with sales details;
- managers can set role-based permissions for their employees to access only necessary tools;
- integrates with popular CRM services to sync the data;
- free to download and use;
- compatible with modern Windows versions.
