Pick your system
From the app store in your dashboard.
Helpy and your current CRM, one set of data.
If your team uses HubSpot, Zoho, Salesforce or Odoo, connect it to Helpy so new customers and follow-up results flow into it automatically—no choosing between two systems.
SEE IT IN ACTION
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
- Official platform APIs
- Broadcasts with approved templates
- Every channel in the customer profile
HOW IT WORKS
Three steps, and it’s running.
Sign in and allow
A secure connection to your account without sharing passwords.
Choose what syncs
Send customers from automations or conversation flows whenever you want.
WHY IT MATTERS
What you gain.
No double entry
Each customer is entered once.
Different teams, one truth
Sales in its system, conversations in Helpy.
Instant
Customers reach the other system the moment they’re created.
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
Sales pipeline board
Drag customers between stages and see each stage’s value, with stages you tailor to your business.
Tasks and follow-ups
A task with a due date and owner per customer, with reminders so no one is forgotten.
Import and clean up
Import from Excel, find and merge duplicates, and save the views you use every day.
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
