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What is PlanSo Leads?

Join PlanSo Leads today, and you can have your first lead generation campaign launched in just minutes! With PlanSo Leads, starting your next lead generation initiative is both quick and straightforward. Each lead capture teaser produced through PlanSo Leads follows a Mobile-First-Methodology, guaranteeing exceptional performance on all devices. These teasers leverage Twitter's Bootstrap grid system, ensuring they adjust seamlessly to different screen dimensions. A key advantage of PlanSo Leads is its impressive speed; it boosts your page's performance while maintaining a smooth experience for your visitors. The user-friendly interface allows for the creation of visually appealing and effective lead capture teasers without any coding skills required. Furthermore, PlanSo Leads automatically detects the color scheme of your website, filling in your teasers to ensure they are in harmony with your overall design. Regardless of whether your site is simple or intricately designed, PlanSo Leads is compatible with almost any configuration, facilitating easy integration. This adaptability allows you to concentrate on refining your marketing strategy, free from any technical challenges. Don't miss out on the opportunity to enhance your lead generation efforts effortlessly!

What is HelloLeads?

HelloLeads CRM is a mobile-first Customer Relationship Management (CRM) solution designed to help businesses capture, organize, nurture, and convert leads efficiently. Unlike traditional desktop-based systems, it enables sales teams to manage their entire pipeline directly from smartphones, while managers use a web dashboard for performance tracking and insights. The platform is built for small and medium businesses, field sales teams, real estate agencies, insurance advisors, financial services, healthcare providers, education consultants, travel agencies, automotive dealerships, manufacturers, distributors, and franchise businesses seeking a simple yet powerful CRM. HelloLeads CRM automatically captures leads from multiple sources such as phone calls, WhatsApp, website forms, Facebook Lead Ads, and other digital channels. This reduces manual data entry, speeds up response time, and ensures no lead is missed. Key features include centralized lead management, lead qualification, follow-up scheduling with reminders, WhatsApp CRM, call tracking, call logging, conversation history, sales pipeline visualization, deal tracking, and intelligent lead assignment. The mobile app also supports offline usage with automatic synchronization when connectivity is restored. Managers get real-time dashboards with sales reports, lead source analysis, conversion tracking, activity monitoring, and performance insights. Advanced tools like GPS-based field tracking, territory management, branch hierarchy mapping, duplicate detection, and lead import/export support scalable business operations. With its intuitive interface, quick setup, and mobile-first design, HelloLeads CRM improves sales productivity, reduces missed follow-ups, enhances customer engagement, and increases conversion rates. A 14-day free trial is available, along with flexible plans for growing teams and enterprises.

Media

Media

Integrations Supported

Contact Form 7
Exotel
Facebook
Gmail
Google Calendar
IndiaMART
Interakt
Justdial
Knowlarity
MSG91
QuickBooks Accountants
Tally
TradeIndia
Twilio
Wati
WhatsApp
Xero
Yahoo! Mail
Zapier
Zoho Books

Integrations Supported

Contact Form 7
Exotel
Facebook
Gmail
Google Calendar
IndiaMART
Interakt
Justdial
Knowlarity
MSG91
QuickBooks Accountants
Tally
TradeIndia
Twilio
Wati
WhatsApp
Xero
Yahoo! Mail
Zapier
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$0 / year/ user
a. Free plan - $0/user/ month
b. Essential - $7/user/month
c. Enterprise - $12/user/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanSo

Date Founded

2016

Company Location

Germany

Company Website

www.planso.net/planso-leads/

Company Facts

Organization Name

HelloLeads CRM

Date Founded

2017

Company Location

India

Company Website

www.helloleads.io

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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