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HelloLeads Review

HelloLeads
Our score: 8.0 User satisfaction: 100%

What is HelloLeads?

HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution that’s both cloud-based and mobile-driven. The platform specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. HelloLeads helps sales teams in improving conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline.

This simple and smart lead management solution offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions (other marketing venues), field sales, social media marketing, and various other sources.

HelloLeads lets you choose the best platform for your business. It offers a combination of web-based and mobile (Android and iOS) lead management for large-scale sales teams. If you run a small or medium-sized enterprise and your sales processes are performed by a single individual or different independent people, you can opt to manage, engage, and convert your leads with the HelloLeads mobile app. The product caters to B2B and B2C users.

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Overview of HelloLeads Benefits

Centralized Repository for Multiple Sources

With HelloLeads you can add leads from any source – like channel partners, web inquiries, social media platforms, field, trade websites, exhibits, expos, and trade shows. The platform gives you a complete picture of your business performance by consolidating your lead data in a single repository. Adding leads is streamlined with features such as the web and mobile lead form, web and digital inquiry, lead import, mobile business card scanning, mobile QR code scanning, and copying contacts from your mobile. Your lead data will be 100% secured as it is stored in the Amazon Web server.

Deeper Lead Insights

HelloLeads provides options to capture not only the contact details but also deep value-added information like Potential, Customer Group (C-Group), Lead stage, their interest in your products, and planned budget. These insights can give your sales team a competitive advantage by improving strategies and addressing bottlenecks.

Optimized Email and Mobile Reminders

HelloLeads helps you take care of sending follow-up reminders for sales conversion through email and mobile. Through email, the tool provides an on-time follow-up reminder email with a link to the lead details. Meanwhile, mobile alerts are activated with an on-time follow-up reminder alarm. Additionally, you will be informed of every change in follow-up and activities through email alert and on the mobile app

Track Lead’s Conversation History

Keep track of what you and your sales team have communicated with the customer in real-time. Capture or record your conversation or email details shared with your customer. You are also notified of every comment posted by you or your sales team via email.

Informed Business Decisions

The Data analytics on Potential, Customer group (C-Group), Interest and Lead stage supports better Lead Tracking and provide actionable insights. This empowers you to make smarter, informed business decisions to improve your sales.

Sales Team Performance Tracking

Using filters in analytics enables you to generate sales reports by which you can keep track of who is generating more sales in the team. Hence, you can accurately monitor your teams’ efforts and encourage performance improvement on each member.

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Overview of HelloLeads Features

  • Lead Capture at any Source
  • Facebook Integration
  • WhatsApp Integration
  • Scan Business Cards
  • Digital Enquiry Form – Completely Customized
  • Locate leads near you in Google map
  • Lead level file attachment
  • Instant Response (Auto-generated Email & SMS)
  • Qualify Leads
  • Set Reminders for follow-up
  • Recurring follow-up
  • Keep a record of customer conversation history
  • Assign multiple leads to team members
  • Team Monitoring
  • Updates on lead addition and follow-ups
  • Mark Area of Interest
  • Add Notes/Tags
  • Multiple Devices
  • Lead Analytics
  • Sales team performance tracking
  • Sales report generation
  • API Integration
  • Clone Lead
  • Google calendar integration
  • Custom analytics
  • Instant Estimate/Invoice

What Problems Will HelloLeads Solve?

1) Problem: Missing out on leads collected through various channels

Solution: HelloLeads acts as a single repository where you can add all your leads captured from different sources (Facebook leads, business card scanning, QR codes, web inquiry, digital inquiry form, mobile contacts, import from Excel) and store in Amazon Web Server. Hence, you can prevent a missing a lead.

2) Problem: Delayed lead response via email or SMS

Solution: HelloLeads has Instant Greeting Email and SMS features so you can engage with your leads as soon as you add them into your HelloLeads Account. This accelerates the sales conversion process.

3) Problem: Missing follow-up

Solution: HelloLeads’ on time follow-up reminder alarms ensures you don’t miss any follow-ups. You can set weekly, monthly, quarterly follow-ups.

4) Problem: Missing customer history on follow up

Solution: Using ‘Comments’ and ‘Attaching File’ options in HelloLeads, you can update and track all your conversation with the customer and details (for example, a quotation). This feature helps you assign the lead to your sales team accordingly so they can continue to follow-up periodically.

5) Problem: Limitation in monitoring team’s performance

Solution: HelloLeads lets you generate sales reports and other MIS parameters by each salesperson or sales team. It will provide your sales manager with a single view of your team’s performance and respond with the right approach.

6) Problem: Limitation in tracking the stages of Leads being followed up

Solution: HelloLeads provides you clear and distinct lead stages – Open, Contacted, Qualified and Customer. This will bring in the sharp focus for the Manager to focus on quick conversions and the right approach depending on which stage the lead is at.

7) Problem: Lack of knowledge about your lead’s location

Solution: With HelloLeads, you can locate your nearby leads. This helps you to schedule meetings or appointments with leads near your vicinity to speed up conversions.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

HelloLeads Position In Our Categories

Bearing in mind companies have special business needs, it is wise that they steer clear of deciding on a one-size-fits-all, ideal system. Nevertheless, it is almost impossible to try to chance on such an app even among popular software systems. The practical step to do is to shortlist the varied major functions that require consideration including major features, pricing, technical skill competence of the employees, organizational size, etc. After which, you must follow through your research thoroughly. Read these HelloLeads evaluations and explore the other solutions in your list in detail. Such comprehensive product research ascertain you avoid unsuitable applications and buy the one that offers all the tools your business requires.

Position of HelloLeads in our main categories:

TOP 200

HelloLeads is one of the top 200 CRM Software products

TOP 200

HelloLeads is one of the 200 Sales Tools products

Every company has its own characteristics, and might require a special Lead Management Systems solution that will be adjusted to their company size, type of clients and staff and even specific industry they support. You should not count on getting a perfect software that is going to be suitable for each company no matter what their history is. It may be a good idea to read a few HelloLeads Lead Management Systems reviews first and even then you should pay attention to what the service is intended to do for your business and your employees. Do you need a simple and straightforward app with just elementary features? Will you actually make use of the advanced tools needed by pros and big enterprises? Are there any specific features that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to get a trustworthy service that will match your budget.

How Much Does HelloLeads Cost?

HelloLeads Pricing Plans:

Free Trial

Starting Price

$5-$10/month

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What are HelloLeads pricing details?

HelloLeads Pricing Plans:

Free Trial

Starting Price

$5-$10/month

Starting price:

$5 to $10 per month per user

(Pls check HelloLeads CRM website for current plans & exact prices)

Free trial: Available

Free version: Available

 

User Satisfaction

Positive Social Media Mentions 3
Negative Social Media Mentions 0

We realize that when you decide to get a Lead Management Systems it’s crucial not only to learn how professionals score it in their reviews, but also to discover if the real clients and businesses that bought it are genuinely satisfied with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and HelloLeads reviews across a broad range of social media sites. The information is then featured in a simple to understand form indicating how many customers had positive and negative experience with HelloLeads. With that information at your disposal you should be ready to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • German
  • Hindi
  • Spanish
  • French
  • Russian
  • Italian
  • Portugese

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for HelloLeads?

HelloLeads integrates with the following apps:

  • Facebook
  • WhatsApp
  • Google Calendar
  • Other ERPs using API
  • Email Integration
  • Jotform
  • Pabbly
  • Tik Tok
  • Typeform
  • Wordpress
  • Zapier
  • Exotel
  • ContactForm7
  • Twilio
  • Msg91

HelloLeads User Reviews

HelloLeads average rating:

Average score
5/5 (1 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

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More reviews from 1 actual users:

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A Premier Lead Management Solution

Read full review >
Anonymous Reviewer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.05.2021 Company Size: 11-50 Employees Industry: Real Estate

PROS: One of the best lead management solution with easy user interface. Thanks to the development team.

CONS: Business Card Scanning would be more perfect to 100 %. It transcribes around 85% of the data in a business card.

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HelloLeads user reviews

A Premier Lead Management Solution

Read full review >
Anonymous Reviewer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.05.2021 Company Size: 11-50 Employees Industry: Real Estate
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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