HelloLeads CRM vs C2S Expertise

HelloLeads CRM keeps your whole sales pipeline in your pocket. Capture a lead, set a follow-up, add a to-do, send a quote, raise an invoice, and record the payment, all from your iPhone. Capture leads from anywhere Scan a business card, scan a QR code at an event, import your contacts, or pull in enquiries from Facebook, Google, LinkedIn, and your website forms. Everything lands in one place. Follow up on time, every time Set a follow-up and we'll remind you with an alarm, even when the app is closed. Add the Home Screen widget to see today's follow-ups at a glance. Sync them to Apple Calendar if you like. Every call, note, comment, and file stays on the lead's timeline, so you always know where you left off. Keep your to-dos in the same place Add tasks, set a due time, and get an alarm when it's due, even when the app is closed. Your follow-ups and to-dos sit side by side, so nothing sales-related lives in a separate app. Send quotes and invoices Create a quote for a lead, turn it into an invoice, and share it with the customer. No switching to another tool or retyping details. Record and track payments Record payments as you receive them, either against a lead or against a specific invoice. See what's been billed, what's been paid, and what's still pending, so you never have to chase payments from memory. Find anything fast Search across leads, follow-ups, to-dos, and teammates from one place. Filter by stage, potential, source, city, deal size, follow-up date, and more, then sort and group the way you work. Use Map View to see leads near you. Work as a team Assign leads, comment on them, and attach files. Role-based access means people only see what they need. Check in and out of customer visits to log field activity. See how your team is doing Reports on activity, communication, and sales performance, plus lead insights by stage, source, and more. Export them when you need to share. Light and Dark Mode included. Used by 40,000+ businesses in 30+ countries. Questions? We’re here to help. Email: support@helloleads.io

Because the world is changing, we offer you a handy application for managing your online account 7days/7 and 24h/24. This ease of use allows you anytime access to your documents, consult the news of the firm, or to gain visibility on various activities related to your record. We wish you a nice navigation!