HelloGrowthCRM

AI-powered CRM for small business sales teams with lead scoring, built-in dialer, WhatsApp/SMS, email automation, and forecasting.

Documentation

Free Forever Plan · SOC 2 Type II

Stop Losing Deals to Late Follow-Ups.

HelloGrowthCRM is the AI CRM software for small business that scores every lead, dials from your browser, and sends the next WhatsApp automatically — from $10/user/month, the sales CRM trusted by 500+ teams.

Free Forever Book a 20-min demo

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No credit card · Free forever · 5-min setup

Too busy to run your own CRM? Let our RevOps team manage it for you →

Free forever plan · paid from $10/user/mo on annual billing See full pricing

Where are you starting from?

[

Import your spreadsheet in one click

Upload your Excel or CSV, map the columns once, and every lead is in a pipeline the same afternoon.

Why teams leave Excel](https://hellogrowthcrm.com/crm-vs-spreadsheet)[

Your first 7 days, mapped out

A guided onboarding checklist takes you from signup to your first automated follow-up — no consultant, no IT team.

See the first-week plan](https://hellogrowthcrm.com/never-miss-a-lead)[

No training needed

If your team can use WhatsApp, they can use HelloGrowthCRM. Pipelines are drag-and-drop Kanban boards.

Tour the features](https://hellogrowthcrm.com/features)

Your leads aren't dying. They're being forgotten.

Every forgotten follow-up is revenue your competitor collects.

Enquiries scattered across personal WhatsApp, email, and Excel

Every rep keeps their own list. When someone leaves, their pipeline leaves with them.

Follow-ups that depend on someone remembering

The lead said "call me next week" — and nobody did. No reminder, no record, no revenue.

No idea what your sales team actually did today

Calls, visits, and quotes happen off the record. Monday reviews run on memory, not data.

One workspace that captures every lead, tells you who to call first, and sends the follow-up even when you're busy. Set up in an afternoon — no consultant, no IT team.

Know who to call first

AI lead scoring ranks every enquiry by likelihood to buy — included on every plan, even free.

How AI scoring works

Reach buyers where they actually reply

Built-in dialer and WhatsApp — send quotes, reminders, and broadcasts without switching apps or paying for add-ons.

See WhatsApp CRM

Never drop another follow-up

Email and WhatsApp sequences fire automatically; deal-risk alerts warn you before a deal goes cold.

Explore sales automation

Fast onboarding

Migrate and Start Sellingin 3 Steps

From export to live pipeline in minutes — no consultants, no downtime.

STEP 01

Export from Your Current CRM

Download CSV or Excel from Salesforce, HubSpot, Pipedrive, or your spreadsheet workflow without reformatting everything first.

  • CSV and Excel friendly
  • Works with old lead lists
  • No consultant handoff needed

View integrations

STEP 02

Upload and Auto-Map Fields

Upload once and our importer maps names, email, phone, company, stage, source, and notes so your team is ready fast.

  • Auto-maps common fields
  • Keeps notes and stages
  • Import in minutes

See import flow

STEP 03

Go Live and Close Deals

Launch your team workflow instantly, then scale with AI scoring, dialer, sequences, and optional Managed RevOps.

  • AI lead scoring
  • Dialer and sequences
  • Optional RevOps support

Start free

Launch faster

Your team can be live the same day

Start free, import your data, and upgrade only when your team is ready for the full AI CRM.

Import your current dataKeep your existing processStart with zero downtime

One connected workflow

From First Enquiry to Closed Deal — Without Switching Tools

A scheduler books the meeting. A form tool collects the email. Then the lead falls between tools. In HelloGrowthCRM, every step updates the same record — so nothing has to be re-entered, re-assigned, or remembered.

  1. STEP 1

    Lead captured

    Forms, WhatsApp, email, and booking pages all create one lead record with its source attached. Lead management software
  2. STEP 2

    Meeting booked

    Prospects book straight into your calendar — the booking auto-creates the CRM contact and activity. Meeting scheduler
  3. STEP 3

    Follow-up automated

    Email and WhatsApp sequences fire on schedule, so no lead goes quiet because someone forgot. Follow-up sequences
  4. STEP 4

    Deal tracked

    Sales pipeline software puts every opportunity in a stage with an owner and a clear next action. Deals pipeline
  5. STEP 5

    Revenue attributed

    Closed deals trace back to the form, booking, or campaign that started them. Revenue attribution

Built for real teams

Who gets the most value fromHelloGrowthCRM?

Pick your team type and explore proven workflows, use cases, and playbooks designed to help you close faster.

Sales CRM features

Everything your team needs. Zero Add-ons.

From pipeline to proposals — one platform that replaces every disconnected sales tool. One all-in-one CRM for leads, pipeline, calling and follow-up.

Dashboard & KPIs

Core

Pipeline health at a glance — overdue follow-ups, lead temperature, meetings, and data health alerts in one live view.

Full page

Loading demo…

Interactive demo — all data is local, nothing is saved

Explore Dashboard & KPIs

Testimonials

Loved by Businesses Worldwide

See what customers say about HelloGrowthCRM.

[

“We replaced HubSpot Starter and a separate dialer with one platform. AI scoring tells our reps which inbound leads to call first — close rate jumped 28% in the first quarter.”

DR

Daniel Reeves

VP Sales, NorthArc Software

](https://hellogrowthcrm.com/reviews)[

“The agentic AI agents quietly clean our pipeline overnight. Every morning the deal-risk agent has already flagged the stalled opportunities — we walk into standup with answers, not questions.”

MB

Maya Bergstrom

RevOps Lead, Halo Analytics

](https://hellogrowthcrm.com/reviews)[

“We onboarded 14 reps across three time zones in a single week. The mobile app and WhatsApp follow-ups meant nobody fell back into spreadsheets.”

TH

Tomás Herrera

Head of Growth, Vector Talent

](https://hellogrowthcrm.com/reviews)[

“Salesforce was overkill and Pipedrive missed automation. HelloGrowthCRM gave us the AI workflows we wanted at a third of the cost — and the API is genuinely usable.”

LP

Lina Petrova

CRO, Kestrel Logistics

](https://hellogrowthcrm.com/reviews)[

“Real-time deal risk alerts are the killer feature. When a deal goes quiet for 7 days the AI pings the owner before the forecast slips. Our forecast accuracy is 91% now.”

AO

Aiden O'Connor

Director of Sales, Brightline Cloud

](https://hellogrowthcrm.com/reviews)[

“Built-in dialer plus email sequencing in one tool meant we cancelled three subscriptions. Reps just open one tab now and the data flows.”

SK

Sofia Kowalski

Sales Ops Manager, MetricWave

](https://hellogrowthcrm.com/reviews)

Read more customer stories

Pricing

Simple, Transparent Pricing

Start free, upgrade to the full AI CRM, or let our specialists run your pipeline.

Free Plan

$0

Start free with lead management, pipeline Kanban, task boards (up to 100 tasks), email templates, and scheduling.

Run It Yourself

From $10/user/mo

Full AI CRM you run yourself — lead management, AI scoring, dialer, sequences, and analytics.

We Run It For You

From $1,500/mo flat

Our RevOps Specialists handle follow-up, pipeline hygiene, and reporting. Same-business-day SLA.

Comparison

Why Teams Switch to HelloGrowthCRM

Features that HubSpot and Salesforce charge extra for come included.

Compare us with HubSpot Zoho Pipedrive — or explore every comparison below.

FeatureHelloGrowthCRMHubSpotSalesforcePipedrive
AI Lead ScoringIncludedHigher plansPaid (Einstein)Limited
Built-in DialerIncludedBuilt-in with limitsUsually add-onsHigher plans
WhatsApp / SMSIncludedAdd-onsAdd-onsIntegrations
Managed RevOpsOptionalVia partnersVia consultantsVia partners
Setup Time< 15 minutesModerateComplexModerate
Best ForGrowing teamsMarketing-heavyEnterpriseSales-only
PricingPredictableAdd-on costsEnterprise pricingMultiple tiers

Support FAQ

Frequently AskedQuestions

Everything you need to know about HelloGrowthCRM plans, setup, and support.

What is HelloGrowthCRM?

HelloGrowthCRM, also written as HelloGrowthCRM, is the same AI-powered CRM platform with optional done-for-you revenue operations. Built by Soor LLC in the USA, it combines lead management, sales automation, and predictive analytics — and offers managed RevOps specialists who run your follow-up, pipeline hygiene, and reporting. Self-serve or fully managed, you choose.

Is HelloGrowthCRM really free?

Yes. HelloGrowthCRM offers a genuinely free plan with up to 150 leads, pipeline Kanban, task boards, basic email templates, and scheduling. No credit card required, no time limit. Paid plans start at the per-user rate shown on the pricing page for your region, with a 14-day free trial and a 14-day money-back window on annual plans (7-day on monthly renewals). Start with the free plan →

How does HelloGrowthCRM compare to HubSpot or Salesforce?

HelloGrowthCRM bundles features that HubSpot and Salesforce charge extra for — including AI insights, built-in dialer, and WhatsApp messaging — plus optional managed execution that neither competitor offers. See detailed comparisons →

Can I import my leads from Excel or another CRM?

Yes. Upload your Excel or CSV file and map columns in one step — most teams finish setup the same afternoon. HelloGrowthCRM also supports imports from Salesforce, HubSpot, and Pipedrive, and managed service tiers include free migration assistance. Use our free CRM migration checklist →

Does HelloGrowthCRM work on mobile?

Yes — HelloGrowthCRM has iOS and Android apps with lead capture, click-to-call, and WhatsApp follow-up on the go, so field reps can log visits and managers can watch the pipeline live.

Is my data secure with HelloGrowthCRM?

Yes. HelloGrowthCRM is SOC 2 Type II with AES-256 encryption at rest, TLS 1.3 in transit, and daily backups in US data centers. Learn more about our security →

What is HelloGrowthCRM's pricing?

Free Plan ($0) to get started. Software Only starts at $10/user/mo. Growth Engine (managed follow-up) is $1,500/mo flat. RevOps Partner (full pod) is $4,000/mo flat. All paid plans include a 14-day free trial and 14-day money-back guarantee. Visit pricing for details →

What are Managed RevOps Specialists?

Our Managed RevOps Specialists are trained revenue operations professionals who operate inside your HelloGrowthCRM instance. They handle lead follow-up, inbox triage, pipeline cleanup, and weekly reporting — with a same-business-day SLA. Learn more about Managed RevOps →

Is HelloGrowthCRM a simple CRM for a small team?

Yes. HelloGrowthCRM is a simple CRM built for small sales teams that do not want an admin, a consultant, or a six-week rollout. Pipelines are drag-and-drop boards, the free plan needs no card, and most teams are working leads the same afternoon they sign up.

Does HelloGrowthCRM work as lead management software?

Yes. Lead management software is the core of the product: forms, WhatsApp, email and booking pages all create one lead record with its source attached, AI scoring ranks each new enquiry, and follow-up sequences fire on schedule. See lead management features →

Can we use it as a CRM with WhatsApp and calling built in?

That is the point of it. The dialer and WhatsApp are native to the record rather than integrations you buy and wire up — you call from the pipeline, send the quote or reminder on WhatsApp, and both are logged against the same lead without switching apps.

Is this an all-in-one CRM, or do we need add-ons?

All-in-one. AI lead scoring, the built-in dialer, WhatsApp and SMS, sequences, quotes and invoices are included in the plan price. There are no per-feature add-ons to buy before the CRM does what the homepage says it does. Compare plans and what is included →

Still have questions? Talk to our team

Not sure which CRM is right for you?

Use our free CRM Buyer's Guide to compare options based on your team size, industry, and budget.

Take the Buyer's Guide

Workflows

Which CRM workflows doesyour team need most?

Start with the workflow your team needs to improve, then map it to the right product and automation stack.

Account ManagementManage renewals, expansion, and relationship follow-up in one CRM workflow.Explore use case Email AutomationRun outbound and nurture sequences without leaving the CRM.Explore use case Follow-Up AutomationStandardize next steps so leads and deals never go cold.Explore use case Outbound CallingProspecting, calling cadences, and conversation logging for reps.Explore use case Revenue OperationsConnect pipeline hygiene, reporting, and forecasting across teams.Explore use case

Guides & insights

Industry-specific CRM reading

Sector playbooks and strategy articles — pick your path below.

By industry

12 pages

CRM for interior designersTrack consultations, mood-board approvals, and project payments in one pipeline.Explore Interior design CRMRun your studio's leads, quotes, and client follow-ups without spreadsheets.Explore CRM for real estate agentsCapture portal leads, auto-follow-up, and close listings faster.Explore CRM for financial advisorsManage client reviews, referrals, and compliance-ready records with ease.Explore CRM for HVAC companiesTurn service calls into quotes, jobs, and repeat maintenance contracts.Explore CRM for insurance agentsNever miss a renewal — automate policy follow-ups and cross-sell reminders.Explore CRM for staffing agenciesTrack clients, candidates, and placements in one recruiting pipeline.Explore CRM for roofing companiesFrom storm-season lead surge to signed contract — one clean job pipeline.Explore CRM for painting contractorsQuote faster, schedule crews, and win more repaint referrals.Explore CRM for plumbersBook jobs, dispatch techs, and chase invoices from your phone.Explore Veterinary clinic softwareAppointments, vaccination reminders, and pet-parent follow-ups on autopilot.Explore CRM for nonprofitsManage donors, volunteers, and campaigns without enterprise pricing.Explore

Guides, pricing & tools

[What is AI lead scoring?

How AI ranks your inbound leads so reps always call the hottest first.

](https://hellogrowthcrm.com/blog/what-is-ai-lead-scoring)[HubSpot vs HelloGrowthCRM

Feature-by-feature and price-by-price — see what you'd actually save.

](https://hellogrowthcrm.com/compare/hubspot)[Best TeleCRM alternative

Why calling-first teams switch — dialer, WhatsApp, and AI in one.

](https://hellogrowthcrm.com/alternatives/telecrm)[Dealer CRM for auto dealerships

Test drives, trade-ins, and finance follow-ups in one showroom pipeline.

](https://hellogrowthcrm.com/industries/auto-dealers)[WhatsApp CRM with official API

Run sales on the official WhatsApp Business API — no ban risk.

](https://hellogrowthcrm.com/whatsapp-crm)[AI Sales Copilot guide

Let AI draft follow-ups, summarize calls, and plan your reps' day.

](https://hellogrowthcrm.com/blog/ai-sales-copilot-guide)[Pipeline governance for RevOps

The hygiene rules that keep forecasts honest and pipelines clean.

](https://hellogrowthcrm.com/blog/best-practices-pipeline-governance-revops-success)

Free AI-Powered Audit

Get Your Growth Intelligence Audit— Instantly

Enter your website URL and receive a consulting-grade growth analysis with actionable strategies and a custom 90-day plan.

Watch on YouTube

Watch HelloGrowthCRMin action

Product demos, feature walkthroughs, and real CRM playbooks from our team.

[

Watch the product demo

](https://hellogrowthcrm.com/demo)

Resources & Guides

Small Business CRM Tips& Playbooks

Practical sales guides, CRM tips, and free tools — no fluff, no paywalls.

Featured articles