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What is RepCard?

RepCard is field sales management software purpose-built for door-to-door sales teams in home services industries including roofing, solar, pest control, HVAC, and fiber. It functions as a Sales Operating System that combines sales enablement, lead management, rep recruiting, team training, and customer marketing into a single platform for outside sales organizations. Sales managers and VPs of Sales use RepCard to get real-time visibility into field activity, monitor pipeline health, track sales performance with analytics and leaderboards, and manage teams ranging from 3 reps to 100+. Reps use RepCard to capture leads at the door, send digital business cards with personalized video introductions, receive smart notifications when prospects engage, and automate follow-up without switching between apps. The platform covers four core areas of field sales operations. Recruiting: source candidates and onboard new reps with built-in workflows. Training: structure onboarding content and set performance benchmarks so reps are field-ready fast. Selling: manage territories, track activity, capture and route leads, and move deals through the pipeline with real-time visibility. Marketing: automate customer touchpoints, send digital business cards, and trigger follow-up based on prospect engagement. RepCard is an alternative to running field sales operations across disconnected point tools. Instead of separate canvassing software, a CRM, a recruiting platform, and marketing automation, RepCard handles everything in one place. Zero double entry. One system for the full door-to-door sales operation. Designed by former door-to-door sales reps and managers with direct experience across pest control, solar, roofing, and other home services verticals. Every feature was built because the team experienced the problem firsthand, managing outside sales teams with tools that were never designed for how field sales and door-to-door sales actually work.

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

Zapier
Agolix by Assessment Generator
FieldRoutes
Siro

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$20/user per month
Free plan available. Premium starts at $20/user per month. Enterprise pricing available on request.
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 Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

RepCard

Date Founded

2019

Company Location

United States

Company Website

repcard.com

Company Facts

Organization Name

HelloLeads CRM

Date Founded

2017

Company Location

India

Company Website

www.helloleads.io

Categories and Features

Digital Business Card

Not specified

Field Sales

Not specified

Lead Generation

Not specified

Lead Management

Not specified

Sales Enablement

Not specified

Sales Tracking

Not specified

Territory Mapping

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
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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