Account & Billing
You can delete or re-schedule assigned tasks easily at any point in time. Anyone who enjoys access can do so. Instead of creating a new task, you can just update one of your old assignments and reschedule it. This saves a lot of time and effort.
Yes, you can create appointments for your employees and get them synced with their respective Google Calendars. Hence, CRM is ideal for task management in any organization. Your employees can remain updated about their work. And you can get their work report in one place instead of individual emails.
Yes, your Google Calendar can sync your Google Calendar with Helium CRM. Integrating Google Calendar will allow you to sync all the meetings and events, so you will never miss any important events and always stay up to date with everything.
HeliumCRM lets you run a review campaign for GMB over email and SMS. This helps you more testimonials from your customers to strengthen your digital presence.
Yes, you can schedule responses in advance for your customers. One of the many benefits of a CRM System is scheduling and sending responses. With CRM you can be sure to never miss replying to your customers. You can create and schedule responses according to your desired timings.
Yes, you can send automated responses through Email or SMS using Helium. CRM System allows you to use the auto-reply feature using which you can send personalized emails to customers according to various needs. Automated responses take care of your customers even when you are away and make them feel valued.
Yes, there are ways to integrate Google Ads with Helium CRM to make the most of digital marketing. After integrating Google Ads with Helium CRM, you can track the performance of the ad on the CRM. However, the changes to the Ads can only be made on the Google Ads account itself.
Drop your query to our customer support team at support@heliumcrm.com. We try to revert in 48 hours.
Limited customization is possible in areas of customizing workflows, and setting email sequences and SMSes. Also, you can customize your calendar and Landing pages.
Helium CRM is able to generate performance reports weekly, monthly, and yearly reports for you to track the performance of your business. You will have reports of sales, customer data, leads generated, and social media campaigns that you can analyze to measure performance. You can make strategic decisions based on the report and make changes wherever necessary.
Using the Helium CRM system will give access to every employee of your business you want to give access to. With CRM, everybody will receive all important updates, get notified of all tasks and meetings in advance, and work efficiently.
It’s okay, We don’t expect you to be experts in funnel building. However, the system is very easy you can come up with a funnel with just a few drags and drop. Our system offers you some prebuilt formats and we also have our experts to help you build one initially.