Getting Started
Yes, with the drag and drop feature which is convenient for all users, you can create custom landing pages, as well as websites with Helium CRM. They not only look professional but also serves the function of being user-friendly. Anyone can work on the pages without any technical knowledge as it involves a few easy and simple steps.
The idea of building a website is terrifying for most of us, but not anymore. HeliumCRM allows you to create your website in just a few clicks. With the drag and drop feature you can select templates and create a professional website on your own.
CRM system leads you to a stronger customer base, target leads, and maximize benefits that help to drive and increase your sales. Even if you do not have a dedicated sales team for your business, a good CRM System can multiply the power of your team in boosting sales. The more your team understands how to make the best of CRM for business, the more profitable you will be.
Each pricing plan is designed to suit the various needs depending on your business type. Your requirements can guide you to choose the ideal plan. There are different features for each plan. In case you are unable to identify your needs and match them with the plans, we are here to assist you.
Yes, you can request a demo of the Helium CRM system by writing to us on support@heliumcrm.com
Helium CRM software implementation can be done in within 48 – 72 hours.
You do not require any additional software for using Helium CRM.
Any business that wants to enjoy the benefits of automation, advertising management, marketing, and storing data in one place should investigate CRM systems today. Customer relationship management is suitable for businesses that want to get higher profits and improve customer relationships, be it a B2B, or a small bakery shop. It can take your business to new heights.
HeliumCRM has been developed keeping in mind small and medium businesses. It is a small business where various team members wear multiple hats during the day and thus many a time marketing activities take a back seat. HeliumCRM keeps you on track and helps you focus on the most important tasks. It helps you nurture your leads and not miss out on any client communication.
Manage CRM
Yes, you can send an automatic follow-up email in Helium CRM. If a response is not recorded during a fixed period of time. You can set the conditions to send follow-up emails as and when required.
Triggered emails are sent to customers based on specific actions taken by them. On a customer’s birthday, or after making a new purchase, or after creating a new account. Trigger emails can be sent on these occasions. Based on the status of the email a customer may be notified of a new product or feature, or required to update information, etc.
As CRM System automates most of your business tasks. You need to define what actions should be taken. And when you can create a workflow rule for email by setting up a time. And select all the leads you want to send the email to. When a potential customer enters your website or clicks on the ad an email can be sent to them as you desire. You need to set these in the workflow rule, which email follows which action.
Yes, there are no limits on contacts with HeliumCRM.
The main motive for creating workflows for emails is to send personalized emails to your customers at the right time. For instance, if a customer visits your website and views some products, you can send an email after two days reminding them of the products they have viewed. This not only makes them feel valued but also pushes them to take an action.
The idea of the Helium CRM system is to give you a platform where you can meet all your marketing needs. Hence you can manage all your Social Media Ads with Helium. Managing Google and Facebook ads with Helium will help retrieve your data in the software and you can easily manage all your ad campaigns.
You can integrate your Facebook account with Helium CRM. You can manage all the events and interactions on your social media page, keep your contact list updated, be notified of new leads generated. With auto-reply, you can always get back to your customers with the right info. This eases the workload of the employees as they do not have to make multiple entries or manage multiple platforms.
Helium CRM System supports the latest version of almost all common browsers such as Google Chrome, Mozilla Firefox, Microsoft Edge, etc.
CRM System helps in the automation of your business. With an automation tool you can create content and templates that match your brand identity beforehand and mail or SMS them when needed, you can have meetings scheduled, and sync Google Calendars of your employees with tasks assigned to them. You do not need to worry about missing any important updates.
CRM system makes it easy for your business to communicate with potential customers on different platforms. And helps in generating high-quality leads. CRM can be used to track and monitor likes, comments, interactions, preferences, and social behavior of your customers and potential customers. These insights are helpful to target potential customers.
Helium CRM understands that the customer data you enter is valuable and should be handled with utmost safety. Hence, keeping our customers’ data and lead information protected is our utmost concern. And we take all necessary measures to keep our database safe. With Helium CRM, your data is in safe hands.
Accounts & Billing
Our offering is inclusive of GST.
At the moment we support CAD and USD. You can subscribe to our services using any credit or debit card.
There are three pricing plans available for our clients. A free trial for 30 days and thereafter, $149/month or $1500/year.
Troubleshoot
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.