Helpie for B2B sales follow-up

About Helpie for B2B sales follow-up

Let’s make lost leads and leaked sales a thing of the past. Whether you are in Sales, BD or Account Management, let customers stay engaged with you. And see you as thorough, responsive and professional. And as a rockstar sales professional, let’s make you your personal productive best.

It’s a promise from Helpie, the B2B sales follow-up app.

2 cool things you will love this app for

1. All your follow-ups at one place - coming up, missed and completed. So you have the complete picture and stay ahead in the game.
2. After a follow-up, record outcomes easily; never lose any detail. No more worry arising out of a missing notebook or memory lapse.

Key Features

For the sales Rockstar, the frontline warrior: Helpie has all you need and only what you need. No less. No more.


Integrated action management: Your contacts, schedules, follow-ups, notes - in one app.
Unified view of follow-ups: All your follow-ups together - neatly organised into coming up, missed and completed.
Outcomes and Notes: Record outcomes after any follow-up.
Pre-notes: Have the context of a follow-up fresh in your mind, before you make the call or send the mail.
Built-in intelligence: Suggested actions even when you have other things to attend to .
Any channel follow-up - Email, SMS, WhatsApp, in-person meeting, video meeting.
Auto send – Tell Helpie and forget it. Emails and SMS’s can be sent when you want. Schedule your time and date to send it automatically. Useful for busy persons.
Templates-to-go: Dozens of built-in templates. For email, WhatsApp and SMS. Plus create your own.
High fidelity Contact Manager: Record all the context, observations, knowledge and insights about Contacts as you gather them over many interactions.
Company and personal contacts in watertight boxes: Nurture your contacts and decide when to move them to Company.
Phonebook integration: Why switch between Phone Contacts and your Helpie to take actions? Mail, call, SMS, WhatsApp any Contact from inside Helpie.
Built-in scanners: Scan business card, email signature, QR code to add a contact.
Privacy protection: Be proactive in protecting the privacy of your contacts. Be compliant with the world’s best privacy laws e.g GDPR.
Comprehensive notes suite: Text note, Voice note and Photo note. You are covered for every scenario.
Google Workspace integration - Email
Tags: Helpie has dozens of built-in tags. You can create your own.
Your personal dashboard: See your performance on your phone.

For the sales leader - powerful admin features that keep you in control

Super easy web-based user account management: Create, suspend and remove when you need to
Contact assignment: Users can access only the contacts you assign to them
Customisation: Create company-specific data modules.
Dashboard: See how much follow-ups your teammates are doing.

Helpie is the perfect assistant for the on-the-go sales rockstar

Mobile-first: Designed specifically for field warriors, who have no patience for the desk. It’s your super organiser on your smartphone.
Effortless: Creating follow-ups and tracking them is now breezy.
Integrated: No more shuffling between phonebook, personal diary, calendar, notebook, Excel. Now do everything to do with follow-ups in one place, in one app.
Intelligent: Helpie thinks of things you should do to make your follow-ups more effective and makes gentle suggestions.
Versatile: A type of note for each situation – Text Note, Voice Note and Photo Note.
Action oriented: Helps sales pros act to win, not just enter data

Helpie keeps the sales leader on top of things

Higher Team Productivity: Time and effort saved, because all details are now in the team mate’s phone
Stronger Team Motivation: Because salespeople don’t have to enter activity data.
Greater Sales Effectiveness: Better follow-ups, leading to better conversion and higher sales ROI.
Excellent control: As account admin, you have full control