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Custom built CRM workflow
10X sales CRM pipeline manage projects boost productivity improve deal flow 10X outreach outpace competition manage your team improve scheduling manage your time boost revenues

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Trusted by productive businesses all over the world
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Meet Helio
Your Ai Assistant

Get work done faster with your own personal Ai-powered assistant

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Calling
Writing
AI Chat
Automate
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Who is Halsell for?

Any business wanting to increase outreach and team productivity

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Sales & Marketing
Project Management
IT Management
Human Resources
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Why use Halsell to manage your workflow?

Intuitive software equals more time saved

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Sales & Marketing CRM

Increase Sales Outreach By Keeping It Simple

Get more organized to allow sales team to have a better understanding of customer needs and preferences

Beef up company sales with the right sales CRM that is easy to use so you can focus on your business
Get more done in the marketing department with a more organized pipeline and communication
Watch your revenues soar to new heights while mitigating your overhead costs by reducing mundate tasks and focusing on running your business
Improve the quality of service you provide to your customers and increase retention rate
Project Management

Improve Productivity for In-Office and Remote Teams

Keep your field team, remote team and in-office team - no matter their location - on the same page at all times

Get on the same page with you team to achieve impeccable communication so you company can thrive in its field rather than get bogged down with operations
Streamline your company workflow, automate repetitive tasks, and set clear milestones and deadlines
Identify resource constraints, optimize resource utilization, and make informed decisions about budgeting, staffing, and scheduling
Track project progress, monitor key performance indicators (KPIs), and generate comprehensive reports
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Esignature

Seamless E-signature Requests

Get contracts signed faster without having to leave your workspace

Eliminate printing and scanning documents and reduce turnaround time and improve overall workflow efficiency
Streamline the signing process for all parties envolved from anywhere, anytime, leading to a faster more convenient workflow
Receive a more robust security feature such as encryption and audit trails to ensure integrity and authenticity
Improve trust betweeen parties by reducing fraud and tampering for a smoother and more efficient workflow
Scheduling

Improve Team Time Management Efficiency

Create and organize task, events, meetings and deadlines to manage your schedule with clients

Enable collaboration and communication among team members including sharing calendars, sending meeting invites and receiving notifcations on task updates
Quickly respond to customer inquiries and schedule meetings or demos at a time that is convenient for both parties and avoid unnecessary delays
Built-in analytics and reporting features that provide you with valueable insights into their productivity and time management habits
Track availability and skills of different resources and clients to improve efficiency
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VOIP

Seamless Connection for Increased Communication

Assign work lines to your team for increased communication

Place outbound and inbound calls and text messages to and from anywhere in the world all directly in your crm and never miscommunicate with a lead due to technical difficulties
Assign custom phone numbers to each team member to stay more organized with your work contacts on your desktop and mobile app
Save time by using the latest A.I. technology to automate outbound calls/texts and automatically update the status of a lead in your crm when receiving an inbound call or text message
Ideal for large teams or high volume call centers that need to make multiple calls simultaneously or just simply improve call speeds

Get More Done with Halsell CRM & Project Management Software

Bringing you more productivity tools than your can keep up with

Customize
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Custom CRM
Build your own custom CRM with no code required
 

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CRM
No-code CRM platform
Custom CRM
Data enrichment CRM
 
Custom CRM
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Docs
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Docs Generator
Create custom dynamic offer letters and reports with one click
 

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Docs
Offer letter generator
Reports generator
Dynamic with data
 
Documents
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Tasks
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Assignments
Assign leads to a team member to keep track of responsibilities
 

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Tasks
Assign leads
Assign status
Assign team
 
Project management
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Team
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Roles & Permissions
Access roles and permissions controls per team member
 

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Team
Grant access
Restrict access
Per team member
 
team management
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Scheduling
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Start and Due Dates
Stay on schedule with start and due reminders to keep track of leads
 

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Scheduling
Create reminders
Create start & due dates
Client side scheduling
 
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Flexibility
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Custom Fields
Build your own CRM with custom columns and custom fields
 

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Flexibility
Custom fields
Custom labels
Custom status
 
product management
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Esign
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Electronic Signatures
Create, send and track electronic signature requests on agreements
 

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Esign
No-code e-sign
Integrated in CRM
Digital signatures
 
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Voip
mobile chat
Calling & Texting
Call and send SMS messages to customers with detailed call logs
 

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Voip
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Custom phone number
SMS messaging
 
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Ai Voip
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Ai Auto Dialer
Automate outbound and inbound calls with Ai power dialer
 

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Ai Voip
Ai voicemail detection
Automate outbound calls
Inbound call automations
 
Ai auto dialer
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Email
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Email Campaigns
Create and schedule bulk email campaigns
 

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Email
Bulk email campaigns
Sync email account
Open rate tracking
 
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Data
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Contact Enrichment
Easily obtain the contact info of contacts and leads directly in CRM
 

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Data
Phone/email appending
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Nationwide real estate data
 
data management
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Branding
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White Label
Personalize your workspace with your own custom branding
 

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Branding
White label scheduling
White label CRM
White label esign
 
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Get started for free

Every app you need
all-in-one

We push feature updates and deployments weekly with many new products on the horizon

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Sales CRM Project Board Chat Calendar Esign Contacts Docs AI
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How does it work?

The most advanced and versatile sales and marketing software built to close more sales

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Step 01. Invite Your Team

Send email invites to your team to create accounts
Step 02. Import Your Data

Whether it be millions or thousands of records, import batch dataset with ease
Step 03. Customize Your Pipeline

Create and customize your CRM data table to fit your needs
Step 04. Search & Assign Phone Lines

Search phone lines of the area code of your choice and assign them to your team
Step 05. Start Closing Deals

Start calling and texting directly within your CRM and start closing deals
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See why Halsell is the Ai platform to transform your workflow

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