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    Close deals faster with AI

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    Automate campaigns across channels

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    Resolve customer issues faster

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    Automate workflows without code

    • AI SDR Agent
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    • Click-to-Call Anywhere
    • Smart List Builder
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    • A/B Testing & AI Optimizations
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    • Behavioral Trigger Campaigns
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    • Helpdesk Ticketing + Live Chat Integration
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    Integrations

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    and 6000 + integrations

  • Channel

    Bulk SMS Campaigns

    Send mass messages instantly

    Automated SMS Replies

    Set keyword-based auto responses

    SMS Opt-Out Handling

    Automatically exclude unsubscribed numbers

    Drip SMS Sequences

    Time-based SMS journeys

    10DLC Support

    Ensure deliverability & compliance with US 10DLC standards.

    Toll Free Texting

    Use toll-free numbers for campaigns & 2-way conversations.

    Two-Way SMS Messaging

    Engage in real-time text conversations with customers.

    Email to SMS

    Send SMS directly from your email inbox (no plugins needed).

    See more features

    Rich Media Messaging

    Send images, videos, carousels, and buttons natively in the inbox

    Verified Sender Branding

    Appear with business name, logo, and trust badge

    Suggested Replies & Action

    Guide users with quick response buttons and call-to-actions

    Interactive Product Showcases

    Display products or services with tap-to-buy options

    Fallback to SMS

    Automatically switch to SMS if RCS isn’t supported

    Customer Segmentation

    Send targeted RCS messages based on tags, behavior, or location

    Integrated Analytics

    Track click-throughs, replies, and conversion metrics

    2-Way Conversations

    Enable interactive chats with real-time CRM syncing

    See more features

    Broadcast Campaigns

    Send bulk messages using approved templates

    WhatsApp Flow Builder

    Design interactive WhatsApp journeys

    Click-to-chat

    Send Mass Text Message quickly and easily

    Opt-out & Consent Management

    Automatically handle opt-outs and privacy

    Drip Sequences

    Create automated WhatsApp flows based on time delays, actions, or funnel stages.

    Verified Green Tick Support

    Get help in registering and managing your official WhatsApp Business API account.

    Category-Based Campaigns

    Run separate campaigns for demo users, trials, high-intent leads, or renewals — with dynamic tags.

    Smart Contact Segmentation

    Target users based on behavior, tags, or CRM filters for higher engagement.

    See more features

    Inbound Contact Center

    Manage and route customer support calls efficiently

    Sales Dialer

    Boost outreach with automated outbound dialing

    Power Dialer

    Automatically dial multiple leads back-to-back to triple your team's outreach efficiency.

    Outbound Call Center

    Call campaigns for follow-ups, reminders, and sales

    IVR (Call Menu)

    Let customers navigate and self-serve with smart menus

    Call Recording

    Record all calls for training, compliance, and quality

    Call Forwarding

    Redirect calls to the right team or agent instantly

    Automated Voice Campaigns

    Run personalized, AI-driven calls at scale to engage, qualify, and convert leads hands-free.

    See more features

    Drag and Drop Builder

    create emails from drag-and-drop builder

    Drip Sequences

    Automate follow-ups with time-based email flows

    Open & Click Tracking

    Know who’s engaging and when

    Smart Segmentation

    Target by tags, actions, or CRM properties

    Email Templates

    Save reusable layouts for common use cases

    Smart Trigger Emails

    Auto-send based on pipeline stage or tags

    Compliance Built-In

    Easy opt-out, consent tracking, and domain control

    Deliverability Insights

    Monitor bounce rate, spam score & performance

    See more features

    Tools

    • Phone Verifer
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    • Template Generator
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    Find Our Apps on

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    Agents

    • WhatsApp Agent
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    Use Cases

    Lead Qualification Bot

    Auto-qualify leads with contextual questions and update CRM instantly

    Appointment Booking Bot

    Send Mass Text Message quickly and easily

    Customer Support Bot

    Answer FAQs, check order status, and escalate complex issues

    Feedback Collection Bot

    Run CSAT/NPS surveys across WhatsApp, SMS, or voice

    Intent-Based Routing Bot

    Understand user query and route to the right agent or workflow

    Voice Call Back Bot

    Capture missed calls and auto-offer callback or support

    Multi-Step Booking Bot

    Book appointments with time slot, confirmation, and reminder.

    Knowledge Base Navigator

    Understand the query and guide users to the right article step-by-step.

    See more usecases

    Features

    • Conversational AI (Voice + Chat)
    • Multilingual & Accent Adaptive
    • Context Retention Across Channels
    • Custom Objectives (Sales, Support)
    • Call Flow Automation
    • Human Handoff with Smart Routing
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    AI Voice Agents: The Secret Weapon for Sales Teams in 2025

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    How to create deal and collect payment?

    Use Case

    How to Register for 10DLC to Send SMS in the USA?

    Latest Blog

    Say Hello to One Unified Inbox — Conquer Conversations Everywhere | HelloCRM

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Terms of Service

Thank you for choosing HelloCRM. This policy explains how we collect, use, and protect your information when you use our platform, app, website, and services. Your privacy matters to us—we never sell your data.

Table of Content

1. Terms of Use

By accessing HelloCRM, available at hellocrm.ai, you agree to be bound by these Terms and Conditions of Use and to comply with all applicable local laws. If you do not agree with any of these terms, you are prohibited from using this platform. All materials on our website and platform are protected by copyright and trademark laws.

2. Cancellation & Refund Policy

Access & Ownership

HelloCRM is available in full to paid users, who retain the rights to their account data and messaging history. For users on a free trial, all messages and account data remain the sole property of HelloCRM.

No Refund Policy

  • No refunds will be issued for unused message credits or any remaining balance if you cancel your service.
  • All credit purchases are final, and it is the user’s responsibility to utilize them before terminating the service.
  • Licenses must be purchased directly from our website or through official representatives. We do not sell licenses through third-party vendors or any unauthorized channels.

3. Data Security & Protection

HelloCRM prioritizes user data security with encrypted storage and two-factor authentication (2FA) for account protection. Your messaging data is securely stored on our platform and is accessible only by authorized users.

4. Disclaimer

All materials on HelloCRM are provided “as is” without warranties of any kind, either expressed or implied. HelloCRM does not guarantee the accuracy, reliability, or suitability of the materials provided on the platform.

We are not responsible for any errors, service interruptions, or data loss that may occur due to unforeseen circumstances or third-party actions.

5. Limitations of Liability

HelloCRM and its suppliers shall not be held liable for any damages or losses resulting from:

  • The use or inability to use our platform.
  • Service interruptions, data corruption, or third-party breaches.
  • Any direct, indirect, or incidental damages, even if we have been informed of potential risks.

Some jurisdictions do not allow the limitation of implied warranties or liability for incidental damages, so these limitations may not apply to you.

6. Privacy Policy

Your privacy matters to us. Please review our Privacy Policy to understand how we collect, use, and protect your information.

7. Governing Law

These Terms of Service shall be governed by and interpreted under the laws of Delaware, United State without regard to conflict of law provisions. Any disputes or claims related to HelloCRM will be subject to the jurisdiction of courts in Delaware, United State.

8. Contact Us

For any questions regarding these Terms of Service, contact us at:

📧 Email: [email protected]
🌍 Website: hellocrm.ai

By using HelloCRM, you acknowledge and accept these Terms of Service in full. 🚀

An AI-powered platform that unifies marketing, sales, and support for seamless customer engagement. 🚀

Sales & Marketing

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Channels

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  • WhatsApp
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  • Live Chat Widget

Tools

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  • Email Verifier
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