HelloLeo AI
HelloLeo — LeadMaster
Agent enablement: Extend core CRM business applications so your team and customers can work together.
HelloLeo is an AI Agent that builds simple, focused tools that connect to the systems you already use. Your team and customers get straightforward access to the information they need.
Describe what you need in natural language. HelloLeo builds an easy-to-use interface that works with your existing systems behind the scenes.
LeadMaster CRM and Hello Leo together help businesses gain intelligence across sales, customer service, and marketing, turning a specific business need into a clearly defined application use case.
Give customers and employees a simpler way to use your business information
Business systems often store valuable customer, sales, and service information in rigid data that is hard to access day to day.
HelloLeo creates focused applications that use the information and workflows already available in your connected systems.
Customer portals
Give customers a dedicated place to access authorized information such as orders, invoices, and support tickets.
Sales order dashboards
Bring sales order information into one interactive view your team can check for daily activity and order details.
Customer service tools
Create a focused interface around the information and actions customer-facing teams use most frequently.
Internal CRM applications
Build purpose-specific tools for employees who need access to selected customer information and processes without navigating the entire system.
Build around the customer experience you want to create
A useful application starts with knowing who will use it and what they need to get done.
LeadMaster and HelloLeo team connect to offer clear visibility into customer relationships and commercial processes. This includes identifying:
- Who needs the application
- What information they need to see
- Which actions they should be able to complete
- Where that information currently lives
- How the application should connect with the existing process
This gives HelloLeo a defined business use case to build around.
How HelloLeo works
Connect the existing tools
HelloLeo connects with the systems and business tools that already hold your data. No need to replace anything.
Read the current setup
Leo reviews the available information and how your systems already connect and work together.
Describe the application
Explain the portal, dashboard, or internal tool you need in natural language. For example: “I want customers to see their order status and invoice history in one place.”
Generate the interface
HelloLeo creates an easy-to-use application, like the customer portal above, that pulls directly from your existing systems.
Review and deploy
Review the application against the original requirements, test it with the intended users, and prepare it for deployment.
Designed for businesses with existing technology
Integration-first
HelloLeo builds on top of existing tools and infrastructure, so businesses can extend what they already have instead of starting over.
Accessible to business teams
People who understand the customer or commercial process can just describe what they need, instead of coding it themselves.
Built for real business applications
HelloLeo is built to create production-ready tools your team can actually use, including customer portals, dashboards, and internal tools.
Frequently Asked Questions
Does HelloLeo replace our CRM?
No. HelloLeo builds applications on top of your existing tools. Your CRM continues to store and manage the information; HelloLeo just makes it easier to access.
Can HelloLeo work with our current CRM?
Yes, in most cases. Compatibility depends on the specific system, the information and workflows made available through the connection.
Do users need to know how to code?
No. HelloLeo is designed for business users who understand the process they want to improve. They describe what they need to HelloLeo in natural language.
What can we build?
Customer portals, sales order dashboards, internal CRM tools, and other focused applications connected to existing business information.
Who develops HelloLeo?
HelloLeo is developed by Terros. LeadMaster presents the solution from a CRM and customer-process perspective and helps businesses explore relevant use cases.
Do more with the data you already have
Tell LeadMaster what your customers or employees need to achieve. We can help you define the use case and explore how HelloLeo could work with your existing systems and processes.