| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner | Shared inbox + governance |
Keeps sales communication attached to the record instead of scattered across personal inboxes
Supports templates, tracking, and higher-tier governance around shared communications
Useful for teams that want email execution inside the CRM rather than alongside it
Buyers usually do not evaluate hellomail inbox in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
Quotes / Proposals
Professional quote and proposal generation that lets reps go from discovery to a send-ready document inside the CRM.
Invoices
CRM-native invoice creation that links billing directly to won deals so sales and operations share a single view of what has been sent.
Expenses
Expense logging inside the CRM so teams can track costs alongside revenue and keep deal-level margins visible.
Payments Received
Payment status tracking that gives sales and operations a shared view of what has been collected against sent invoices.
Revenue tracking
A consolidated view of revenue across won deals, invoices, and payment status so leaders can see pipeline health and cash reality in one place.
Web Chat Assistant
A website chat layer that answers questions, captures lead intent, and turns anonymous traffic into qualified records.