Connected CRM software

CRM software for leads, sales, billing and customer workflows

HelloWorkz gives growing businesses one tenant-secure workspace to collect enquiries, manage leads, assign follow-ups, prepare quotations, record orders, issue GST invoices and track customer activity.

Create Account Request CRM Demo
Multi-source lead capture
Lead review and assignment
Tasks and follow-ups
Sales pipeline
Quotations and orders
GST invoices and payments
Customer activity history
Role-based access

Move from enquiry to customer

Capture enquiries from public product pages, landing pages, Meta, IndiaMART, Google-oriented pages, campaigns, imports and manual entry. Review each lead, assign ownership and maintain a connected activity history.

Connect sales documents and collections

Prepare quotations, agreements, sales orders, GST invoices, payment records, receipts, delivery notes and customer statements without losing the original lead and customer context.

Keep teams accountable

Use roles, permissions, tasks, follow-ups, employee assignments, work-hour visibility and audit history to make ownership and next actions clear.

Explore related HelloWorkz capabilities

Business management software connecting customers, sales and operations Manage CRM, quotations, GST billing, collections, operations, service, automation and team access from one HelloWorkz business workspace. Lead management software for structured enquiry follow-up Capture, review, assign and follow up B2B leads from Meta, IndiaMART, public pages, campaigns, imports and sales teams. Sales automation software that keeps people in control Use controlled sales automation with conditions, actions, test mode, dry runs, approvals and execution evidence in HelloWorkz CRM.