Product · Sales CRM
HandleHero is a purpose-built outbound sales CRM. Setters, closers and managers work the same prospects, calls, meetings and deals in one place, from the first prospect to the closed deal.
Thursday · your prospects, calls and meetings
Due today
Northbridge Solutions
Sarah Mitchell, Operations Director
Cardinal Facility Group
Marcus Reed, VP of Facilities
Lakeshore Mechanical
Dana Whitfield, Owner
Upcoming meetings
Discovery call · 30 min
Summit Ridge Property · Ana Delgado
Tomorrow, 10:00 AM
Meeting brief ready: who you’re meeting, what Hero found, and what to ask.
Illustrative example. Not data from a customer account.
Free to start
The CRM comes with a free account: no card and no campaign required. Add Hero Prospecting when you want ICP-matched prospects delivered into it. Add a Prospect and Hero’s research run inside a prospecting campaign.
Unlimited team seats
There is no cap on team members and no charge per member. Add every setter, closer and manager your business needs, each with exactly the access their role calls for.
Start from a preset role, or build your own from permissions. Members can be limited to the campaigns they work.
Team members are free on every account. Optional PhoneHero calling is $49 per user per month. Charges from your own phone provider are billed by that provider.
My Work
My Work is each person's daily workspace: what's due, who to call back, and which meetings are coming up.
Thursday · your prospects, calls and meetings
Due today
Northbridge Solutions
Sarah Mitchell, Operations Director
Cardinal Facility Group
Marcus Reed, VP of Facilities
Lakeshore Mechanical
Dana Whitfield, Owner
Upcoming meetings
Discovery call · 30 min
Summit Ridge Property · Ana Delgado
Tomorrow, 10:00 AM
Meeting brief ready: who you’re meeting, what Hero found, and what to ask.
Illustrative example. Not data from a customer account.
Prospect assignments
Prospects are assigned, claimed and handed over inside the CRM, so everyone knows whose company it is.
Every prospect can carry a setter and a closer, so it's always clear who opens the conversation and who takes the meeting.
An assigned prospect belongs to its owners: only its setter or closer can call it from HandleHero.
Unassigned prospects wait in Available Prospects. A rep claims one with Start Working, and it's theirs.
The owner, or anyone given the permission, reassigns prospects when territories or workloads change.
Calls, callbacks and follow-ups
Every touch is logged on the prospect, and the next one is already on someone's list.
Log a call with its outcome, schedule the callback, and it shows up in the rep's day when it's due.
Tasks for calls, callbacks, LinkedIn, email and general follow-ups, with due dates and owners.
After three unanswered calls, HandleHero suggests switching channel instead of dialing a fourth time.
Meetings and calendar
Share a booking page, see the team's calendar, and walk into every meeting prepared.
Mon
9:30
Discovery call
Northbridge
Tue
Wed
1:00
Demo
Cardinal Facility
Thu
10:00
Discovery call
Summit Ridge
Fri
3:00
Proposal review
Lakeshore
Booking page
Discovery call · 30 min
Your availability, your link. Booked meetings land on the host’s HandleHero calendar and in My Work.
Google Calendar or Microsoft Outlook
Illustrative example. Not data from a customer account.
Deal pipeline
When a conversation becomes an opportunity, it moves onto the deal board with its value, its owner and its history.
Northbridge Solutions
Cardinal Facility Group
Summit Ridge Property
Lakeshore Mechanical
Ironline Industrial
Illustrative example. Not data from a customer account.
Team scorecards and per-rep views show who is on pace, and intervention queues surface the prospects and deals that need a manager's attention.
Each person sees their own numbers next to the team median, so progress isn't a guess.
Calling
Bring your existing phone provider or use PhoneHero. HandleHero gives your sales team the flexibility to work with the tools they already use.
Option 1
Supported today: Twilio. More providers are planned.
No HandleHero feeProvider charges apply
Option 2 · Optional
HandleHero’s built-in calling, for teams that don’t have a phone system yet.
$49 per user / monthOnly for the people who use it
Team members are free on every account. Optional PhoneHero calling is $49 per user per month. Charges from your own phone provider are billed by that provider.
Already have a CRM you like? Sending Ready prospects into an external CRM is planned and not available yet. Today, Ready prospects are delivered into HandleHero’s own workspace.
PhoneHero calling is optional at $49 per user per month. Team members are always free.
Start free with the CRM and invite everyone. Add Hero Prospecting when you want qualified prospects delivered into it.