HelloLeads Navbar
Now Live Inside HelloLeads CRM

Just ask.
Your CRM does it.

HelloLeads AI turns plain English into action — type what you need and pull today's follow-ups, summarize your pipeline, or move a lead to "Contacted," all without clicking through a single menu.

HelloLeads
ChatGPT
Claude
Perplexity
helloleads · ai assistant
Show me today's follow-ups
Y
AI
You have 3 follow-ups due today. Here they are, sorted by priority:
James Carter · Acme Traders HOT
Sarah Mitchell · Coral Foods WARM
Tom Walker · Zenith Co COLD
Move James to Contacted
Y
AI
Done — James Carter is now marked Contacted
● stage updated · 0.4s
Ask HelloLeads AI anything...
Get all follow-ups for today
Summarize this week's leads
Update lead stage to Contacted
Which leads has my team missed?
How many calls did Sarah make today?
Enable automatic birthday WhatsApp messages
Ask from ChatGPT, Claude, or Perplexity
Get all follow-ups for today
Summarize this week's leads
Update lead stage to Contacted
Which leads has my team missed?
How many calls did Sarah make today?
Enable automatic birthday WhatsApp messages
Ask from ChatGPT, Claude, or Perplexity
What HelloLeads AI Does

Three jobs. One conversation.

No new tabs, no training manuals. Type what you need, and HelloLeads AI handles the rest, right inside the app you already use.

01 / ACT

Get things done

Run real CRM operations through plain language — update records, assign leads, log calls, and move deals forward.

"Update lead stage to Contacted for James" ➜ Stage changed instantly, no form to open
02 / UNDERSTAND

Get the summary

Ask for a snapshot of your pipeline, team activity, or a specific lead — and get a clear answer, not a dashboard to interpret.

"Summarize this week's leads" ➜ A short brief: new leads, hot leads, stalled deals
03 / LEARN

Get unstuck

Ask "how do I" questions and HelloLeads AI explains the steps — or takes you straight to the right screen.

"How do I customize my lead stages?" ➜ Step-by-step guide with a direct link to settings
Try it yourself

Talk to your CRM like a teammate.

Here's a sample of what people are already asking HelloLeads AI — every day, in their own words.

Wherever you already are

Not just in the app.
In your workflow.

HelloLeads AI isn't locked inside the CRM. Connect it to the tools you already chat with — and run HelloLeads from there.

HelloLeads Web App

Built-in AI chat on every screen of the web app. Always one click away.

Native

ChatGPT

Connect your HelloLeads account and manage leads without leaving your ChatGPT conversation.

Connected

Claude

Run HelloLeads commands and pull pipeline summaries directly inside Claude.

Connected

Perplexity

Ask Perplexity to fetch your leads, follow-ups, and summaries from HelloLeads.

Connected
Never feel lost

If you don't know how — just ask.

HelloLeads AI doubles as your built-in guide. Ask any "how to" question, and it either walks you through it or takes you straight to the screen you need.

  • Direct navigation Asks where you want to go, then takes you there — no digging through menus.
  • Step-by-step answers Plain-language instructions for setup, automations, and configuration.
  • Always up to date Trained on the current HelloLeads product — no outdated help articles.
"How do I enable automatic birthday WhatsApp messages?"
1
Go to Settings → WhatsApp Automation HelloLeads AI opens the right page for you
2
Turn on Birthday Greetings Toggle the switch under Automated Messages
3
Set your message template This sends automatically on the contact's birthday
4
Save & you're done HelloLeads AI confirms it's active
Included with HelloLeads CRM

Stop clicking around.
Start asking.

HelloLeads AI is live for all users — open the web app and look for the chat icon, or connect it via ChatGPT, Claude, or Perplexity.

Open HelloLeads AI