Transform your team email mailbox into a powerful sales tool without the burden and complexibility of a CRM software
Transform your shared team email mailbox into a powerful sales tool. No need to switch between systems or pay for additional tools. Your sales tool is right there where you work the most.
Collaborate with your whole team on leads and close more deals with less effort. Everything in one place, always up to date, and transparent for everyone in your organization.
Everything you need to win the deal is hiding in your email conversations. Store relevant user data for each email thread and set reminders to follow-up with leads.
Helpmonks CRM captures all of your deals and extends your shared mailbox into a full-featured CRM for your team. A single, powerful sales tool at any time, anywhere.
Add context to each email thread. Add notes, deal sizes, contact and more to each deal. Helpmonks CRM intelligently summarizes all conversations with your customers so you get 360 degree picture of your customer and can leverage these informations in your sales process.
As your sales tools 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.
Everyting you need to know about your deals is available in your sidebar. Of course, this 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.
As your sales tool is integrated with Helpmonks, your whole team get notifications on news, when a user didn't reply, tracking and more. Also, use the Helpmonks workflows to automate and create a powerful sales funnel.
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.
Helpmonks is the only shared mailbox platform that combines a powerful sales tool and an automated marketing email solution into one central location.
Use automated marketing emails to keep in touch with your customers and track your success rate in the Helpmonks CRM.
Helpmonks features powerful CRM capabilities, a solution for automated email marketing campaigns, collision detection, email tracking, custom fields, plugins for custom applications, satisfaction ratings, Trello, Zapier Slack, ToDoIst, Livechat, Chatra and more. Check out the complete feature list or simply sign up for a 30-day free trial.
I really appreciate you always improving the product. Makes it a pleasure to use. Have a great weekend!— Opticaltel
FYI, very happy customers here at Oosterpoort, we use helpmonks on a daily basis :-)— Oosterpoort
We really enjoy working with Helpmonks every day. It made our communication with our customers so much easier. Thank you.— Medology