HelloLeads CRM - Sales Tracker

HelloLeads CRM helps sales teams capture leads, manage follow-ups, track customer interactions, and close more deals without losing opportunities along the way. Sales teams across industries use HelloLeads CRM because it gets lost leads off their plates and 3am "Did I follow up?" anxiety off their minds. From Facebook ads, business cards, website forms, QR codes, and walk-ins, HelloLeads CRM brings every prospect into one organized sales pipeline. No scattered spreadsheets. No sticky notes. No missed opportunities. CAPTURE LEADS & CUSTOMERS FROM EVERYWHERE Because a lead you didn't capture is a deal you already lost. - Business Card Scanner – Scan a card and create a lead in seconds. - QR Code Lead Capture – Capture leads instantly at exhibitions, trade shows, and events. - Facebook, Google & LinkedIn Lead Capture – Bring enquiries into your CRM without manual entry. - Contact Import – Import contacts from your phone and automatically identify duplicates. - Lead Qualification – Organize leads using Product Groups, Customer Groups, Tags, Lead Sources, and Custom Fields tailored to your business. FIND ANY LEAD, CONTACT, OR CUSTOMER INSTANTLY Whether you manage hundreds or thousands of leads, finding the right information takes seconds. - Global Search – Search across Leads, Follow-Ups, and Team Members from one place. - Advanced Filters – Filter by stage, potential, source, city, deal size, follow-up date, assigned user, and more. - Flexible Sorting – Sort and group leads the way your team works. - Smart Map View – Visualize leads on a map, search nearby customers, and apply radius filters. - High-Performance Lead Management – Built to handle large lead databases smoothly and efficiently. FOLLOW UP FASTER. CLOSE MORE DEALS. The salesperson who follows up first often wins the opportunity. - Follow-Up Management – Schedule, track, and manage every follow-up from one place. - Alarm-Based Follow-Up Reminders – Receive alerts even when the app is closed. - Apple Calendar Integration – Sync follow-ups with your preferred calendar and receive advance reminders. - Complete Lead Timeline – View every call, note, comment, attachment, visit, and activity related to a lead. - Check-In & Check-Out Tracking – Record customer visits, field activities, and meeting outcomes. COMMUNICATE AND COLLABORATE BETTER Keep customer conversations organized and your team aligned. - Comments & Team Collaboration – Share updates and discussions directly on leads. - File Attachments – Store documents, images, audio recordings, and supporting files. - Activity & Notification Center – Monitor lead activities and team actions in real time. - Customer Communication Tools – Manage calls, emails, SMS, and WhatsApp communication efficiently. MANAGE YOUR SALES TEAM WITHOUT SPREADSHEETS Gain complete visibility into your team's performance. - Team Performance Analytics – Measure sales activities, customer communication, productivity, and lead management performance. - Sales Insights – Analyze lead stages, sources, product groups, customer groups, tags, potential, and deal values. - Role-Based Access – Give users access to only the information they need. - Exportable Reports – Turn sales activities into actionable business insights. BUILT FOR THE MODERN IPHONE EXPERIENCE Completely redesigned for a faster, smarter, more intuitive mobile CRM — with Light and Dark Mode, improved navigation, and built to scale as you grow. Trusted by 40,000+ businesses across 30+ countries worldwide for lead management, customer relationship management, sales tracking, and follow-up management. Designed for sales teams, field sales professionals, business owners, distributors, service providers, and growing organizations that want to capture more leads, improve follow-ups, and close more deals. Questions? We’re here to help. Email: [email protected]