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features
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Ratings and Reviews 1 Rating

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features
design
support

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What is SalesExec?

SalesExec streamlines the intricate process of following up with potential clients for sales professionals. By removing the uncertainty surrounding which leads to contact and the optimal timing for those calls, SalesExec empowers your sales team to engage with prospects more effectively through its features of guided selling and automated prioritization. As a result, they stand a better chance of closing more deals. Additionally, SalesExec provides valuable efficiency tools such as local presence dialing, which can increase the number of reachable sales opportunities by 60%, along with automated SMS messaging that allows timely communication with customers during their purchasing journey. Furthermore, SalesExec enhances your marketing efforts by intelligently managing and prioritizing all incoming phone calls and web leads. This innovative platform simplifies the handling of thousands of leads, ultimately maximizing your return on investment by ensuring consistent customer follow-up and outreach, which is crucial for sustained business growth.

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

8x8
Cisco Webex
Domo
Nextiva
RingCentral RingEX
Skype

Integrations Supported

Contact Form 7
Exotel
Facebook
Gmail
IndiaMART
Justdial
Knowlarity
Tally
Twilio
Wati
WhatsApp
Xero
Yahoo! Mail
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
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

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
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ClickPoint Software

Date Founded

2007

Company Location

United States

Company Website

hubs.ly/H0KDh-70

Company Facts

Organization Name

HelloLeads CRM

Date Founded

2017

Company Location

India

Company Website

www.helloleads.io

Categories and Features

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Email Marketing

CAN SPAM Compliance
Event Triggered Email
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

IVR

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Voice Customization

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring

Lead Management

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

Lead Nurturing

Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Sales Acceleration

Not specified

Sales Enablement

Contact Management
Document Management
Lead Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

SMS Marketing

2-Way Messaging
Contact Management
Mass Texting
Message Personalization
Scheduled Messaging

Telephony

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Telemarketing Management
VoIP
Voice & Data Integration

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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