Helpmonks CRM: Built to keep track of your emails and create lasting customer relationships
Customer management for your customer engagement platform.
Transform your shared team emails into a powerful, agile CRM tool. No need to switch between systems or pay for additional tools. Collaborate with your team members on leads and get higher customer retention with less effort. Everything in one place, in real-time, and transparent for everyone in your organization.
Empower your sales team
Close deals. Sell more. Use the Helpmonks CRM to collaborate on deals together.
Everything you need to close the deal is in your email messages — store relevant user data for each email thread and set reminders to follow-up with leads.
Helpmonks CRM captures all of your active deals and extends your shared inbox into a full-featured CRM for your team. A single, powerful sales tool available anytime, anywhere. That's what we call; saving time.
A CRM shared inbox tool that works
Scale your team emails by transforming your group email into a sales tool.
Add context to each email thread. Add notes, deal sizes, contact information, and more for each deal. Helpmonks CRM intelligently summarizes all conversations with your customers, so you get a 360-degree view of on-going interaction to support your customer service email management.
As your sales tool lives within your team emails, you will never miss out on potential deals. Share deals with your team and keep everyone on the same page, be it support, service or sales. Instantly, everyone is engaged in your sales process.
How Helpmonks helps businesses drive sales
Drive sales and revenue using advanced marketing automation, intuitive reporting, and powerful personalization.
By using email automation, Helpmonks customers will see a significant increase in engagement compared to bulk email.
Design your automated emails within Helpmonks with ease and check the real-time progress of each email address.
Adjust your email workflow at any time to consider events. Send emails based on smart segments that buckets of subscribers. Stay organized and consistently deliver the appropriate message based on a subscriber's relationship with you.
Create engaging email campaigns
Easily create personalized customer experiences.
Helpmonks has everything you need to run beautifully-designed, professional email marketing campaigns to grow your business.
Use the marketing automation engine to drive further sales for abandoned shopping carts or by re-activating customers that haven't engaged with your brand recently.
Engage more customers
Build your email list and create personalized customer experiences
Tag subscribers based on their actions and send highly personalized email campaigns. Add triggered automation based on the links your subscribers click and the emails they open.
With intelligent email list segmentation, your messages drive more engagement and create more value for your brand. It's more than just email marketing.
See opportunities and strike the deal
The opportunities are in your email every day.
Capture deals right in your shared inbox. Everything you need to know about your deals is available in your sidebar. Of course, this also includes all your custom fields, which are available for each customer.
Leave notes for your whole team to see, move the deal through different stages, e.g. "Contacted", "Demo", and "Negotiation". Create reminders to stay up-to-date.
Get your deals done
Helpmonks CRM provides a central location for your customer management.
As your sales tool is integrated with Helpmonks, your whole team gets notifications on changes or when a user didn't reply, plus tracking and more. Use the CRM with workflows to automate and initiate powerful sales funnels.
With the embedded CRM capabilities, you and your team will automatically work with your CRM and not against it. Everything in one place and always up to date.