HelloLeads CRM vs 365 CRM

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

365 CRM – Lead Management & Sales CRM for Small Business Turn every lead into a customer and close more deals with 365 CRM – the all-in-one lead management and sales CRM built for small businesses, sales teams, and growing companies. Capture unlimited leads, automate follow-ups, send invoices, and track your team – all from one powerful, easy-to-use app. Say goodbye to messy spreadsheets and manual tracking. BOOST YOUR SALES • Lead Management – Capture, track & prioritize every lead so you never miss a sales opportunity • Lead Scoring & Boost Sales Rules – Auto-rate hot leads and focus on deals most likely to close • Lead Status, Source & Labels – Build a clear sales pipeline and know which source brings the most business • Follow-up Reminders – Never miss a follow-up and convert more leads into customers • Quotation – Send polished quotations instantly to close deals faster • Sales Targets – Set goals and motivate your team to sell more • Campaigns – Run bulk marketing campaigns to reach leads & customers AUTOMATION THAT SELLS FOR YOU • Email, SMS & WhatsApp Automation – Send automatic follow-ups based on lead activity, 24/7 • Reusable Templates – Lead, meeting, invoice, reminder & greeting templates to save time CUSTOMER & RELATIONSHIP MANAGEMENT • Customer Management – Maintain complete customer profiles with full history & preferences • Greetings – Send personalized wishes on birthdays & festivals to build loyalty • Services & Brochure – Showcase your services and share brochures with customers • Team Chat – Collaborate instantly with voice messages PRODUCTIVITY & ORGANIZATION • Tasks & To-Do – Assign, organize & monitor work with deadlines • Reminders & Meetings – Stay on top of every activity with smart alerts • Calendar – View all leads, tasks, meetings & events in one place • Sticky Notes – Save important ideas instantly • Global Search – Find any lead, customer or record in seconds INVOICING & PAYMENTS • Invoice – Create & send professional invoices in seconds • Payment & Payouts – Manage multiple payment methods and team payouts STAFF & HR MANAGEMENT • Staff & Department – Add team members with role-based access • Attendance – Face & GPS-based check-in/check-out with reports • Live Staff Tracking – Track field staff location & routes on map in real-time • Leave Management – Handle leave requests & records easily • HRMS & Hiring – Post vacancies and manage recruitment end-to-end • SOP & Holidays – Keep procedures consistent and your team informed • Document Storage – Securely store & share business files REPORTS & INSIGHTS • Reports & Charts – Detailed analytics on sales, staff, leads & attendance • User Activity – See who did what, anytime • Lead Trash – Restore accidentally deleted leads WHY CHOOSE 365 CRM? Unlimited lead capture at no extra cost Built for small businesses, powerful enough for scaling teams Eliminates manual tracking and repetitive work Boosts sales discipline and customer engagement Simple, affordable, and built for results 365 CRM helps you manage leads, customers, and your entire team on one smart platform. Whether you run a small business, lead a sales team, or work independently, 365 CRM gives you everything to capture leads, close deals, and grow faster. Download 365 CRM today and start closing more deals!