Hely: CRM Coach & Freelance

Hely is the ultra-simple CRM for independent professionals: coaches, therapists, freelancers, yoga and pilates teachers.

Stop juggling WhatsApp and your phone contacts. Hely shows you who to follow up with, and you do it in one tap.

FEATURES (FREE FOR UP TO 20 CLIENTS)
• Follow-up list: your clients sorted by your last interaction.
• Quick actions: WhatsApp, SMS, call or email in one tap, with your message templates.
• Follow-up reminders by notification.
• Sign-up QR code: clients register themselves, with their consent.
• Automatic welcome email and a notification for each new sign-up.
• Notes, voice dictation, interaction history, tags and tasks.
• Import from your phone contacts or a CSV file.

HELY PRO
• Unlimited clients.
• AI assistant that knows your clients and helps you decide who to follow up with and what to say.
• Your service catalog, which the assistant suggests to the right client.
• CSV export of your client base.

One client coming back pays for the subscription. 7-day free trial, cancel anytime.

Terms of Use (EULA): https://www.hely.app/en/terms.html
Privacy Policy: https://www.hely.app/en/privacy.html