HeroCRM.io Feature Glossary
HeroCRM.io Feature Glossary

Understand what each feature does

Explore the tools inside HeroCRM.io, what they are designed for, and how they help your business run smoother.

Search any term to quickly find the feature you are looking for.

Websites

#f-websites

Build and publish mobile friendly web pages for your brand, including service pages, landing pages, and simple multi page websites, without needing a developer.

Included in Core, Standard, Professional, Premium

Invoice

#f-invoice

Create and send invoices, track payment status, and keep billing activity linked to the right contact so finance and sales stay aligned.

Included in Core, Standard, Professional, Premium

Publish blog content to support SEO, announcements, and thought leadership, then reuse that content in emails and social posts.

Included in Core, Standard, Professional, Premium

Store contacts, track activity, keep notes and tasks, and view every interaction in one timeline so your team always has context.

Included in Core, Standard, Professional, Premium

Email Marketing

#f-email-marketing

Send newsletters and one off broadcasts, segment your database, and run targeted communication that ties back to each contact.

Included in Core, Standard, Professional, Premium

SMS and Email Templates

#f-sms-email-templates

Create reusable templates for common messages, saving time while keeping your tone consistent across sales, support, and onboarding.

Included in Core, Standard, Professional, Premium

WordPress

#f-wordpress

Use WordPress alongside HeroCRM when you need a classic WP setup, while keeping your CRM, automation, and messaging centralised.

Included in Core, Standard, Professional, Premium

Launchpad

#f-launchpad

A guided onboarding area that helps you set up the essentials quickly, so you get value fast without guessing what to do next.

Included in Core, Standard, Professional, Premium

Funnels

#f-funnels

Create conversion focused pages and flows, such as lead capture, booking, sales pages, and thank you pages, designed to guide visitors to a specific outcome.

Included in Standard, Professional, Premium

2 Way Text and Email Conversations

#f-2way-conversations

A shared inbox for replying to SMS and email in one place, so your team can respond quickly and keep the full history on the contact record.

Included in Standard, Professional, Premium

Web Chat

#f-web-chat

Add a chat widget to your website so visitors can message you instantly, with chats stored against the contact and available to your team.

Included in Standard, Professional, Premium

WhatsApp

#f-whatsapp

Connect WhatsApp so you can handle messages in the same place as SMS and email, helping your team keep response times fast and consistent.

Included in Standard, Professional, Premium

Google Business Messaging

#f-gmb-messaging

Centralise messages that come from your Google Business Profile, so local enquiries land in your main inbox with contact context.

Included in Standard, Professional, Premium

Google Business Call Tracking

#f-gmb-call-tracking

Track calls driven by your Google presence, connect call activity to contacts, and measure outcomes so you know what is generating real leads.

Included in Standard, Professional, Premium

Facebook Messenger

#f-facebook-messenger

Bring Messenger conversations into your unified inbox so you can respond faster and keep communication tied to the right contact record.

Included in Standard, Professional, Premium

Missed Call Text Back

#f-missed-call-text-back

Automatically sends a text message when you miss a call, helping you recover leads and reduce lost opportunities.

Included in Standard, Professional, Premium

Text to Pay

#f-text-to-pay

Send payment links via SMS or chat so customers can pay quickly, ideal for deposits, invoices, and removing friction from buying.

Included in Standard, Professional, Premium

Reputation Management

#f-reputation-management

Request reviews, monitor feedback, and manage your online reputation, particularly valuable for local businesses where reviews drive trust and enquiries.

Included in Standard, Professional, Premium

Calendar Bookings

#f-calendar-bookings

Let prospects book appointments online, send confirmations and reminders automatically, and route bookings to the right team member or service.

Included in Standard, Professional, Premium

Create forms to capture leads and data, then automatically tag, route, notify, or trigger workflows based on what people submit.

Included in Standard, Professional, Premium

Triggers

#f-triggers

Event based rules that start automations when something happens, such as a form submission, a reply, a booking, or a pipeline change.

Included in Standard, Professional, Premium

Workflows

#f-workflows

The automation engine for building multi step journeys across email, SMS, tasks, routing, notifications, and internal processes.

Included in Standard, Professional, Premium

Reporting

#f-reporting

Measure performance across leads, conversations, pipelines, campaigns, and team activity, so you can see what is working and what needs improvement.

Included in Standard, Professional, Premium

Opportunity Pipelines

#f-opportunity-pipelines

A visual sales pipeline for tracking deals through stages, assigning ownership, forecasting, and automating follow up based on deal stage.

Included in Professional, Premium

Ad Manager

#f-ad-manager

Manage and monitor advertising activity in a central place, with performance visibility that helps you connect ad spend to leads and outcomes.

Included in Professional, Premium

Social Planner

#f-social-planner

Plan and schedule social content across channels, keep a consistent cadence, and reduce last minute posting by using a content calendar.

Included in Professional, Premium

Surveys

#f-surveys

Collect structured feedback and qualification data, then trigger actions based on answers, such as routing leads or flagging customer risk.

Included in Professional, Premium

Quizzes

#f-quizzes

Create interactive quizzes to segment leads and personalise follow up, improving conversion by tailoring messages to intent and fit.

Included in Professional, Premium

Campaigns

#f-campaigns

Structured sequences that can be deployed quickly for onboarding, reactivation, promotions, and follow ups, often paired with workflows.

Included in Professional, Premium

QR Codes

#f-qr-codes

Generate QR codes that send people to pages, forms, offers, or review links, great for turning offline traffic into measurable enquiries.

Included in Professional, Premium

AI Employees

#f-ai-employees

AI powered assistants that can help with customer conversations, content, and operational tasks, reducing manual workload and improving response speed.

Included in Premium

Affiliate Manager

#f-affiliate-manager

Run an affiliate programme with tracking links and partner management, making it easy to reward referrals and scale acquisition.

Included in Premium

Communities

#f-communities

Create a community space for members to engage, share updates, and access content, useful for retention and building a stronger customer experience.

Included in Premium

Certificates

#f-certificates

Issue completion or participation certificates for programmes or training, improving perceived value and encouraging course completion.

Included in Premium

Memberships

#f-memberships

Gate content behind logins, create membership tiers, and deliver paid resources like courses, videos, downloads, and private portals.

Included in Premium

Documents and Contracts

#f-documents-contracts

Create, send, and collect signatures on agreements, proposals, and contracts, reducing admin and speeding up closing.

Included in Premium

GoKollab

#f-gokollab

Tools for collaboration and community driven growth, supporting programmes that rely on member interaction, events, and shared experiences.

Included in Premium

AWARD WINNING CRM

Frequently Asked Questions

Clear, honest answers to the questions businesses ask before choosing HeroCRM.

What is HeroCRM.io?

HeroCRM.io is next generation, an all-in-one customer relationship management platform built to help businesses attract leads, communicate with prospects, manage sales, and nurture customers from a single system.

Instead of juggling multiple tools that do not talk to each other, HeroCRM brings everything into one organised workspace. From the moment a lead comes in to the point they become a customer, HeroCRM helps you see the full picture, so nothing slips through the cracks and no opportunities are missed.

Who is HeroCRM.io best suited for?

HeroCRM.io is ideal for small to medium-sized businesses, agencies, and service providers who want structure, visibility, and control over their sales and customer relationships.

It works especially well for teams that rely on enquiries, bookings, calls, or ongoing client communication. If you feel like leads are being lost, follow-ups are inconsistent, or your current systems feel messy or disconnected, HeroCRM.io is designed to bring clarity and momentum back into your business.

Do I need technical knowledge to use HeroCRM.io?

No technical background is required to use HeroCRM confidently. The platform is designed to be intuitive and visual, so actions like viewing leads, sending messages, moving deals through stages, or checking performance are simple and logical. You do not need to understand code, servers, or complex integrations to get real value quickly. Most users are able to start using the core features immediately, while more advanced options can be introduced gradually as your confidence grows.

What channels can I communicate with customers through?

HeroCRM.io allows you to manage customer conversations in one place, rather than switching between inboxes and platforms. Depending on your setup, you can communicate via email, SMS, web chat, WhatsApp, Social Media and other supported channels. This means you can see every interaction with a lead or customer in a single timeline, making conversations feel personal and consistent. Some channels may require additional setup or third-party connections, all available through our platform marketplace.

Can HeroCRM.io replace my existing tools?

For many businesses, HeroCRM.io replaces several separate tools with one streamlined system. This can include lead capture, email marketing, SMS messaging, calendars, pipelines, reporting, most website or funnel functionality and more. Instead of paying for and managing multiple platforms, HeroCRM.io simplifies your workflow and reduces complexity. Whether it replaces all of your current tools will depends on how your business operates, but we are confident that our solution can simplify your technical setup, save you money, and give you stronger ROI through our centralised system.

Does HeroCRM.io include automations?

Yes of course. HeroCRM.io includes automation features designed to save time and remove manual follow-ups. You can automatically send messages, assign leads, update records, or move opportunities based on actions taken by a prospect or customer. Automation helps ensure every lead gets a fast, professional response, even when you or your team are busy.

Beyond automations within our ecosystem, our system also integrates with tools like Zapier and Webhooks, enabling you to connect our system to thousands of third part systems.

Can I track leads and sales in HeroCRM.io?

HeroCRM.io gives you a clear, visual overview of your sales process through pipelines and opportunity tracking. You can see exactly where each lead is, what stage they are in, and what the next step should be. This makes it easier to prioritise follow-ups, manage workloads, and spot bottlenecks in your sales process. Over time, this visibility helps teams improve conversion rates and make better decisions based on real data rather than guesswork.

Does HeroCRM.io integrate with other tools?

HeroCRM.io is designed to work alongside other software you may already use. It supports integrations through built-in connections, Zapier, automation tools, and webhooks, allowing data to flow between systems where needed. This means you are not locked into a closed system and can adapt HeroCRM.io to fit your business rather than changing everything overnight.

Is HeroCRM.io suitable for teams?

Yes. HeroCRM works well for both solo operators and growing teams. Multiple users can access the system, manage conversations, update leads, and collaborate without stepping on each other’s toes. This helps maintain consistency in how leads are handled and ensures everyone is working from the same information. User roles, permissions, and limits depend on your chosen plan.

How long does it take to get started?

Most businesses can start using HeroCRM.io very quickly. Core features such as lead management, messaging, and pipelines are available as soon as the account is set up. Many users see immediate value within their first few days by centralising conversations and tracking leads properly. More advanced automations and integrations can be added over time as your business grows and your needs become more specific, making HeroCRM.io a platform that scales with you.

Is there a free trial available?

Yes. HeroCRM.io includes a 14-day free trial, giving you the chance to explore the platform, understand how it works, and see how it fits your business before committing. During the trial, you can experience the core features first-hand, set up pipelines, manage leads, and get a real feel for how HeroCRM can simplify your day-to-day operations. It is designed to give you clarity and confidence, not pressure.

Is there a done-for-you or fully managed option?

Yes. HeroCRM offers bespoke done-for-you solutions for businesses that want everything set up professionally from day one. This can include tailored workflows, pipelines, automations, integrations, and onboarding based on how your business actually operates. If you would prefer a hands-off approach or want to move faster with expert guidance, you can book a call with our team to discuss the best setup for your needs and find out what options are available.

PRICING

Choose Your Plan

Core

Best for Sole Traders
£297/mo
  • Websites
  • Invoice
  • Blogs
  • CRM
  • Email Marketing
  • SMS & Email Templates
  • Wordpress
  • Launchpad
  • Max users, 2
  • Contact limit, 2,000
Get Started

Standard

Best for Small Businesses
£997/mo
  • All Core features, plus:
  • Funnels
  • 2 Way Text & Email Conversation
  • Web Chat
  • WhatsApp
  • Google My Business Messaging
  • Google My Business Call Tracking
  • Facebook Messenger
  • Missed Call Text Back
  • Text To Pay
  • Reputation Management
  • Calendar Bookings
  • Forms
  • Trigger Links
  • Triggers
  • Workflows
  • All Reporting
  • Max users, 3
  • Contact limit, 10,000
Get Started

Premium

Best for Established Businesses
£2,997/mo
  • All Professional features, plus:
  • AI Employees
  • Affiliate Manager
  • Communities
  • Certificates
  • Memberships
  • Documents & Contracts
  • GoKollab
  • Max users, 25
  • Contact limit, 250,000
Get Started

Unlimited

Our best possible rates, with unlimited users and contacts.

£4,997/mo
Max users, Unlimited Contact limit, Unlimited
Bespoke packages available. If you need a tailored setup, book a call and we will build the right package for you.
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Integrates With Your Favorite Tools:

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