What it does
HelloLeads is a web and mobile customer relationship management (CRM) app for small sales teams. Lead cards combine contact details, qualifications, activities and the next follow-up date. The advertised trial lasts 30 days and allows 250 leads and five users; paid plans have monthly or annual billing.
Open a HelloLeads lead and distinguish Potential Level from Lead Stage. Potential records interest as high, medium or low; stage tracks progress through the sales process. Set the Next Follow-up Date and its notes separately so an interested prospect also has a dated next action. The assignment avatars let a team change the owner.
For a morning review, use the lead page's Follow-up filters for Today, Overdue or No Follow-up Date. The last option is useful for finding prospects that have a stage but no scheduled next contact. Activity filters can narrow the review by who performed the work and when.
The Lead Stage Journey shows time spent in each stage. Configure stage day limits in Settings → Lead Stage Settings; the report starts measuring against the new limits immediately.
Start with the trial
Choose the 30-Day Trial Plan to create an account, or use Login if you already have one.
| Plan | Selected capacity |
|---|---|
| 30-Day Trial Plan | 250 leads, five users and ten lists |
| Essential | 50,000 leads |
| Enterprise | 100,000 leads and automatic assignment |
Essential and Enterprise have monthly or annual billing.
Strengths
- Interest, sales stage and next follow-up are separate controls
- No Follow-up Date helps find leads without a scheduled next contact
Watch out for
- The 30-day trial allows 250 leads, five users and ten lists
Best for
- Small sales teams maintaining dated follow-up alongside lead qualification
Sources
- AI Powered Mobile CRM. Accelerate your sales today (Oct 27, 2026)
- Lead Details Interface Guide | HelloLeads CRM (Oct 27, 2026)
- Leads Management Interface Guide | HelloLeads CRM (Oct 27, 2026)
- AI Powered Mobile CRM. Accelerate your sales today (Oct 26, 2026)