CRM, operations, automation, billing and INT11 AI

Run customer workflows, operations and growth from one controlled CRM

Capture enquiries from Google, Meta, IndiaMART, public pages and your sales team. Manage follow-ups, quotations, orders, GST invoices, collections, business operations, controlled automations and confirmation-gated INT11 AI assistance from one tenant-secure workspace.

Lead source tracking Product-wise enquiries Follow-up reminders GST quotations and invoices Payments and customer timeline
Capture Google, Meta, IndiaMART, website and landing-page leads
Follow Calls, tasks, reminders, notes and next actions
Sell Quotations, orders, GST invoices and payments
Review Customer history, reports and team activity

Run your complete business workflow with HelloWorkz

HelloWorkz connects enquiry capture, lead review, customer follow-up, quotations, sales orders, GST billing, collections, business operations, controlled automation and INT11 AI assistance so authorized team members can see what happened and what should happen next.

01

Collect customer enquiries

Capture leads from public product pages, landing pages, campaign URLs, website forms, Google-oriented pages, Meta lead forms, IndiaMART, CSV imports and manual entry.

Enquiry → Duplicate check → Lead review → Assignment
02

Review and manage leads

Check buyer intent, source, city, product interest and customer requirement. Assign the correct salesperson, add follow-up dates and convert qualified leads into customers.

Review → Qualify → Assign → Convert
03

Manage customer records

Store company, contact, GST and address information. View linked follow-ups, tasks, quotations, documents, statements and complete customer activity history.

Profile → Activity → Documents → Statement
04

Plan follow-ups and tasks

Create call reminders, next-action dates, staff tasks, notes and communication records. See overdue work and keep every opportunity moving.

Reminder → Call → Note → Next action
05

Create quotations and sales orders

Prepare product-wise quotations with customer and GST details, then move accepted business into sales orders without losing the lead or customer context.

Requirement → Quotation → Approval → Sales order
06

Track invoices and payments

Generate GST invoices, monitor paid, unpaid and partial amounts, follow pending collections, review customer statements and connect delivery or transport activity.

Invoice → Payment → Delivery → Collection report
07

Generate leads from public pages

Publish product pages, city-wise landing pages and campaign pages with custom enquiry forms, source tracking, UTM details and product-wise lead routing.

Publish → Attract → Capture → Route
08

Control teams and reports

Manage users, roles, permissions and assignments. Review lead quality, conversion, follow-up ageing, invoice ageing, collections and team CRM activity.

Users → Permissions → Activity → Reports

One connected customer journey

Every sales stage remains connected to the same lead and customer, from the first enquiry until payment and completion.

1 Capture

Receive the enquiry with product, source, city and campaign context.

2 Review

Check quality, duplicates, requirement and ownership.

3 Follow up

Add calls, reminders, notes, tasks and next actions.

4 Quote

Create and share the product-wise quotation.

5 Invoice

Convert the sale into order and GST invoice.

6 Collect

Track payment, delivery, service and reporting.

Built for businesses that manage enquiries, quotations and customer follow-ups

HelloWorkz is suitable for manufacturers, industrial suppliers, distributors, service companies and B2B sales teams that need one system to collect leads, follow opportunities, prepare quotations, issue GST invoices and track payments.

MF

Manufacturers

Manage product enquiries, dealer leads, buyer requirements, quotations, orders and long sales follow-up cycles.

IN

Industrial suppliers

Track machinery, equipment, automation, engineering and industrial-product enquiries with product context.

DS

Distributors and dealers

Organise customer records, quotations, sales orders, GST invoices, outstanding payments and collections.

SV

Service businesses

Manage customer enquiries, appointments, assigned tasks, service tickets, assets and service history.

B2B

B2B sales teams

Review leads, assign salespeople, schedule follow-ups, prepare quotations and measure conversion.

SME

Growing small businesses

Replace scattered spreadsheets, calls and chat records with one structured customer and sales workflow.

How to start using HelloWorkz

Set up the essential business information, connect your lead sources and begin following customer opportunities.

1
Add your business and users

Configure company details, sales staff, roles and permissions.

2
Add products or services

Define products, target buyers, locations and sales context.

3
Connect customer enquiry sources

Use public pages, landing pages, Google, Meta, IndiaMART and forms.

4
Follow up and convert business

Review leads, assign actions, quote, invoice and track payment.

CRM modules inside HelloWorkz

Lead generation, customer management, sales documents, fulfilment, operations and team controls work together inside one connected business platform.

01

Lead Generation

Capture enquiries with product, campaign and source context.

Public Product Pages Landing Page Builder Campaign Pages Public Enquiry Forms Google & SEO Leads Meta Lead Connection IndiaMART Leads Product-wise Routing Landing-page Routing
02

Sales CRM

Manage opportunities from lead review to customer conversion.

Leads Lead Review Sales Pipeline Customers Follow-ups Tasks Communications Notes Attachments Activity Timeline
03

Sales Documents

Handle quotation, order, billing and collection stages.

Quotations Agreements Sales Orders GST Invoices Payments Customer Statements Delivery Notes Payment Receipts
04

Fulfilment and Service

Track delivery, installed assets and after-sales work.

Transport Jobs Delivery Tracking Customer Assets Service Tickets Service History Customer Documents
05

Products and Operations

Control products, sourcing, inventory and prospecting.

Products Inventory Vendors Purchases Product Prospecting Watchlists Collector Runs Landing Builder
06

Team and Business Control

Manage access, workforce activity and business reporting.

Users Roles Permissions Team Assignment Employee Work Hours CRM Activity Tracking Payroll Review Reports Business Dashboard Platform Settings
07

Automation and INT11 AI

Automate routine CRM work while keeping people in control.

Automation Rules Conditions and Actions Test and Dry Run Approval Controls Automation Audit INT11 Assistant CRM Write Actions AI Usage Governance
08

Enterprise Operations

Control facilities, factories, work centres and service workflows.

Sites and Facilities Plants and Factories Work Centres Employee Assignments Maintenance Handover Service and AMC Structure Audit History
HelloWorkz vs manual tracking

Replace sheets, chat messages and memory-based follow-up

Move customer enquiries, ownership, reminders, quotations, billing and activity history into one structured workspace.

SW
01
Connected customer records

Leads, customers, tasks, quotations, invoices and payments stay linked.

02
Clear ownership

Assign work to the right person with permission and activity tracking.

03
Follow-up visibility

See pending, overdue and completed actions without searching chat history.

04
Traceable changes

Important actions remain visible through customer and business activity history.

Automate routine CRM work without losing human control

HelloWorkz combines test-first automations, confirmation-gated INT11 AI assistance, permissions, approvals and audit evidence. Important CRM changes remain visible and controlled.

AU

Controlled Automations

Build trigger, condition and action workflows with test mode, dry-run inspection, approval controls and execution evidence.

Conditions and actions Test-first execution Approval controls Audit evidence
AI

INT11 AI Assistance

Review task summaries, guided suggestions and controlled CRM write actions from a tenant-protected AI workspace.

Task summaries Guided suggestions CRM Write Actions No autonomous writes
GV

Approvals and Governance

Keep sensitive actions behind permissions, user confirmation, tenant isolation and traceable activity history.

Role-based access User confirmation Tenant isolation Usage audit

A controlled business operating CRM, not only a lead tracker

Run customer workflows from first enquiry through sales, collections, operations, service and reporting in one connected and tenant-secure company workspace.

One connected customer history Tenant-secure company workspaces Permission-controlled access Human-confirmed AI changes Test-first automations GST-ready sales and billing Multi-source lead collection Operations and service workflows Auditable business activity

CRM, sales automation and operations software guides

Explore original HelloWorkz pages covering CRM software, lead management, sales automation, workflow automation, GST billing, manufacturing CRM, operations management, service and INT11 AI.

Common questions about business management, CRM and billing software

These are the basic questions businesses ask before choosing software for CRM, lead management, billing, quotations, invoices and sales follow-up.

What is HelloWorkz business management software?

HelloWorkz is business management software with CRM, lead management, follow-ups, quotations, sales orders, GST invoices, billing, payments and reports in one online workspace.

Can HelloWorkz manage leads from Google, Meta and landing pages?

Yes. HelloWorkz supports Google-focused product pages, solution pages, public landing pages, Meta lead form connection, website forms, campaign URLs and product-wise enquiry routing.

Can I create public product pages?

Yes. You can publish public product pages with product image, product code, service area, target customer, SEO text and enquiry forms that save leads directly into CRM.

Does it include a landing page builder?

Yes. HelloWorkz includes landing page builder workflows for product pages, city pages, campaign pages, all-product enquiry pages and custom public forms.

Can campaign pages track source and keyword?

Yes. Campaign links can carry UTM source, medium, campaign, keyword and city context, so the CRM lead shows where the enquiry came from and what the customer searched for.

Can I manage users, roles and team access?

Yes. CRM admins can manage users, sales teams, managers, role-based permissions and assignment flows so each team member works with the correct access.

Does it support quotations, orders and payments?

Yes. Leads can move into follow-ups, quotations, sales orders, invoices, payments, transport or delivery tracking and collection reports.

Who should use HelloWorkz business management software?

It is useful for businesses that receive enquiries from Google, Meta, websites, field sales, phone calls, campaigns or public product pages and need a structured system to follow up and close sales.

How does a business start using HelloWorkz?

Start by adding products or services, creating public product or landing pages, connecting lead sources and using the CRM dashboard to review, assign, follow up and convert leads.