HelloSend makes it easy to connect with customers using SMS, WhatsApp, and voice calling directly from your CRM. After installing HelloSend from your CRM's marketplace, you'll receive a free trial period to explore all the essential communication features. During this trial, you can test automation workflows, send campaigns, manage contacts, and experience how seamlessly HelloSend integrates with your CRM environment.
If you're ready to unlock the full power of HelloSend, simply go to the top-right profile panel (avatar) in your HelloSend dashboard and click "Manage Subscription." You'll be redirected to the pricing page, where you can choose between monthly or yearly plans — with special discounts available on annual subscriptions. After completing the payment, click "Done" to return to your HelloSend settings.
Supported Integrations
Supported Channels
Step-by-Step Guide to Subscribe
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Install HelloSend from your CRM's marketplace.
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Once installed, authorize the integration fully and begin using the free trial.
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You can subscribe from the HelloSend Dashboard.
To access it, open the HelloSend DM widget in your CRM, click the three-line menu icon in the top-right corner, and select Settings — this will redirect you to the dashboard.
Once there, click the profile icon in the top-right corner to start or manage your subscription.
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Click on "Manage Subscription."
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You'll be redirected to the HelloSend Pricing page.
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Choose between Monthly or Yearly Plans (yearly includes a discount).
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Complete the payment process and click "Done" to return to the HelloSend settings.
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You're now subscribed! 🎉
Features Included with Subscription
SMS & WhatsApp Campaigns
Send bulk messages to leads or customers via SMS and WhatsApp. You can filter and target specific groups, making it perfect for promotions, reminders, and announcements.
Automation Workflows
Trigger messages automatically based on CRM events — like when a lead is created, a deal is won, or a ticket is updated — saving time and improving response speed.
Call Flows & Voice Logs
Set up intelligent call routing (e.g., sequential or parallel ringing), record voice calls, and view call history for full visibility into your team's communication efforts.
Templates, Team Roles, and Blocked Numbers
Use message templates for quick replies, assign user roles (admin, agent, etc.) to control access, and block specific numbers to prevent unwanted interactions.
Inbox
Access a unified Inbox on the HelloSend page to view all incoming and outgoing messages in a clean, conversational format. Exchange both SMS and MMS messages, allowing you to share media-rich content as part of your conversations.
Message Logs for Full Visibility
Get complete visibility across Campaigns, Automations, and Conversations — all message logs are displayed in a unified table where you can view sent messages, track delivery status, check recipient details, and identify error codes if any failures occur.
🚀 Benefits of Subscribing to HelloSend
🔓 Unlock full access to SMS, WhatsApp, and voice features with no usage restrictions
📢 Send bulk campaigns, automate messages, and use predefined templates
👥 Manage team collaboration with roles and permissions
📬 Access a centralized inbox with message history, logs, and read/unread tracking
📞 Add multiple Twilio or RingCentral numbers for outbound communication
⚙️ Use workflow triggers to automate customer engagement directly from your CRM
Conclusion
Subscribing to HelloSend ensures your team has a reliable, all-in-one communication platform inside your CRM. From direct messaging to automated workflows, HelloSend empowers your business to provide faster, smarter, and more personalized customer interactions. Start your subscription today and experience a new level of CRM-driven communication.
