HelloGrowthCRM
AI-powered CRM for small business sales teams with lead scoring, built-in dialer, WhatsApp/SMS, email automation, and forecasting.
Documentation
Free 14-Day Trial · No Credit Card
The CRM for Small Businesses That Can't Afford to Miss a Follow-Up
HelloGrowthCRM unifies your pipeline, email, and 10DLC-ready texting — then lets AI chase the follow-ups your reps forget. Connects to Gmail, Outlook, QuickBooks, Zoom, and 50+ tools in minutes.
14-day free trial · No credit card · USD pricing · Cancel anytime
Too busy to run your own CRM? Let our RevOps team manage it for you →
HelloGrowthCRM pipeline and AI follow-ups
Live
- SOC 2 Type II examination completed
- CCPA-ready data controls
- TCPA-conscious texting — consent logs and automatic opt-out
- A2P 10DLC registration support
Trusted by 500+ teams worldwideSOC 2 Type IIListed on Capterra G2 Product Hunt
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)
You don't have a lead problem. You have a follow-up problem.
Every forgotten follow-up is revenue your competitor collects.
Tool sprawl — a CRM, a dialer, a texting app, and a spreadsheet
Four subscriptions, four logins, and no single record of what was actually said to the customer.
Follow-ups that depend on someone remembering
The lead said "call me next week" — and nobody did. No reminder, no record, no revenue.
Texting your customers without a consent trail
TCPA claims run $500–$1,500 per message. If you can't show consent and opt-out records, every campaign is exposure.
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 inbound enquiry by likelihood to buy — included on every plan, even free.
How AI scoring works
Reach buyers in the channel they answer
Gmail and Outlook sync, sequences, and compliant SMS with consent tracked on every contact — one record, no app-switching.
See the dialer and inbox
Never drop another follow-up
Sequences fire automatically and deal-risk alerts warn the owner before a quiet deal slips out of the forecast.
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.
- STEP 1
Lead captured
Forms, WhatsApp, email, and booking pages all create one lead record with its source attached. Lead management software - STEP 2
Meeting booked
Prospects book straight into your calendar — the booking auto-creates the CRM contact and activity. Meeting scheduler - STEP 3
Follow-up automated
Email and WhatsApp sequences fire on schedule, so no lead goes quiet because someone forgot. Follow-up sequences - STEP 4
Deal tracked
Sales pipeline software puts every opportunity in a stage with an owner and a clear next action. Deals pipeline - STEP 5
Revenue attributed
Closed deals trace back to the form, booking, or campaign that started them. Revenue attribution
Built for US sales teams
Which American teamsship the fastest with us?
Pick the workflow closest to your business — from SaaS pipelines to home services dispatch, every flow ships USD pricing and CCPA compliance.
US SaaS teamsInbound, outbound, and PLG-friendly workflows wired to the agentic AI stack.Explore B2B SMBsUSD plans, SOC 2 + CCPA compliance, and a dialer that actually replaces RingCentral.Explore Home servicesQuote, dispatch, and follow up — built for HVAC, roofing, plumbing, and pool service.Explore Financial advisorsCompliant client outreach with audit trails, e-sign, and scheduled review reminders.Explore
Sales CRM features
One CRM instead of five subscriptions. Zero Add-ons.
AI follow-ups, Gmail and Outlook sync, compliant texting, and a dialer — on one per-user price, with nothing sold back to you as an add-on.
AI Follow-Up Automation
Leads here
AI drafts the next nudge, ranks who to call first, and reopens deals that went quiet — so no follow-up depends on a rep remembering.
Loading demo…
Interactive demo — all data is local, nothing is saved
Explore AI Follow-Up Automation
Testimonials
Loved by Businesses Worldwide
See what customers say about HelloGrowthCRM.
[
“Switched from Salesforce Essentials. Pipeline visibility went up, license cost went down, and our reps actually log calls now because the dialer is built in.”
JC
Jessica Caldwell
VP Sales, BluePeak Cloud, Austin TX
](https://hellogrowthcrm.com/reviews)[
“We run two prospecting cadences a week — one for SDRs, one for AEs. HelloGrowthCRM's sequences plus the built-in dialer replaced Outreach and Aircall for us.”
MW
Marcus Whitfield
Director of Revenue, NorthRail Logistics, Chicago IL
](https://hellogrowthcrm.com/reviews)[
“AI lead scoring is the real deal. Our top quintile of inbound leads now close at 47%, and the reps stopped wasting an hour a day chasing bad fits.”
EB
Emily Brennan
Head of Inbound, Cascade FinTech, Seattle WA
](https://hellogrowthcrm.com/reviews)[
“SOC 2 and CCPA-ready out of the box mattered for our enterprise pilots. Procurement signed off in two weeks instead of two months.”
RK
Robert Kim
CRO, Meridian Health Tech, Boston MA
](https://hellogrowthcrm.com/reviews)[
“The deal-risk agent caught three deals that were going dark before our forecast call. We saved $180K of pipeline that quarter just from being warned in time.”
SL
Sarah Lindstrom
Sales Ops Manager, Vellum Industrial, Denver CO
](https://hellogrowthcrm.com/reviews)[
“Our SDRs dial 80+ a day with the click-to-call. Local presence numbers in every state and HubSpot-style sequences — but for half the cost.”
DC
Devon Carter
SDR Manager, Crestline Software, San Diego CA
](https://hellogrowthcrm.com/reviews)
Pricing
Pricing for United States (USD)
Three USD tiers for United States: Free Forever, Growth, and Enterprise. Credit card, ACH, PayPal, Stripe.
Best to start
Free Forever
$0
Free forever · No credit card · 1 user · 200 leads
Full CRM basics with no time limit. Not a trial — you keep this tier as long as you want.
- Lead & Contact Management (200 leads/contacts cap)
- Accounts (20 cap) + 1 deal pipeline
- Pipeline Management (Kanban)
- Task Board (100 tasks, Kanban only)
Growth
$10/user/mo
Full AI CRM with dialer, bulk WhatsApp, and API. The hero plan for US teams.
- Everything in Free, PLUS:
- Unlimited leads, contacts & deals with unlimited pipelines
- AI lead scoring & enrichment
Enterprise
Talk to us
Tailored for complex needs — multi-location, compliance, white-label.
- Everything in Growth, PLUS:
- Dedicated named Account Manager
- Custom workflow automation (multi-step, approval flows)
USD per user, per month. Transparent tiers, monthly or annual (annual saves two months). Free 14-day trial on every tier — never 'call for pricing'.
Full United Statesplan details & comparison · Feature comparison table
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.
| Feature | HelloGrowthCRM | HubSpot | Salesforce | Pipedrive |
|---|---|---|---|---|
| AI Lead Scoring | Included | Higher plans | Paid (Einstein) | Limited |
| Built-in Dialer | Included | Built-in with limits | Usually add-ons | Higher plans |
| WhatsApp / SMS | Included | Add-ons | Add-ons | Integrations |
| Managed RevOps | Optional | Via partners | Via consultants | Via partners |
| Setup Time | < 15 minutes | Moderate | Complex | Moderate |
| Best For | Growing teams | Marketing-heavy | Enterprise | Sales-only |
| Pricing | Predictable | Add-on costs | Enterprise pricing | Multiple tiers |
Works with the tools you already use.
259+ integrations.
Answers
Who is HelloGrowthCRM for?
Short answer: US sales teams of roughly 2 to 200 people who work leads by phone, text and email and are paying for a CRM that charges extra for the calling and texting they use daily. Use it when follow-up depends on someone remembering, when you cannot tell what each rep touched today, or when your tool stack has more line items than your pipeline has stages.
- Small businesses and B2B teams outgrowing spreadsheets or a starter CRM
- Agencies and startups that need inbound, outbound and nurture in one workspace
- Home-service, real estate, insurance, staffing and other phone-first teams
- Founders who would rather buy managed follow-up than hire a sales ops hire
- Teams migrating off HubSpot, Salesforce or Pipedrive who want calling and texting included
How does HelloGrowthCRM work?
Short answer: import, configure follow-up, then work the pipeline. The CRM itself is usable in about 15 minutes and most US teams are sending from it inside a day.
- Import contacts from Excel or CSV, or straight from a Salesforce, HubSpot or Pipedrive export — columns are mapped in one step.
- Connect Gmail or Outlook, register your brand and campaign for A2P 10DLC, and set your stages, owners and sequence rules.
- Work the pipeline. AI drafts the follow-up, the dialer calls from the browser, and deal-risk alerts warn the owner before a quiet deal slips out of the forecast.
How much does HelloGrowthCRM cost?
Short answer: self-serve plans start at $12/user/mo ($10/user/mo on annual billing), billed monthly or annually, with a 14-day free trial on every tier and no credit card to start. Managed RevOps is a separate flat monthly fee. There is no “call for pricing” tier.
- Software only — the full AI CRM with AI scoring, dialer, texting, sequences and reporting on one per-user price.
- Annual billing saves two months versus monthly.
- Managed RevOps — trained specialists run follow-up, inbox triage, pipeline cleanup and weekly reporting on a same-business-day SLA.
How is HelloGrowthCRM different from HubSpot, Salesforce and Pipedrive?
Short answer: HubSpot and Salesforce charge separately for the pieces a small US team actually needs — sequences, calling, texting, reporting. HelloGrowthCRM bundles them on one per-user price and adds optional managed specialists who run the follow-up, which neither competitor sells.
- AI follow-up automation and lead scoring are included, not reserved for a higher tier.
- Calling and 10DLC-ready texting are native, not add-on subscriptions.
- No implementation partner required — setup is self-serve.
- Managed RevOps is delivered by HelloGrowthCRM rather than by a consulting partner.
US buyer FAQ
What US TeamsAsk First
Texting compliance, integrations, migration, and how we compare to HubSpot and Salesforce.
Is business texting legal? What is A2P 10DLC?
How is HelloGrowthCRM different from HubSpot or Salesforce?
Does it work with Gmail, Outlook, and QuickBooks?
Can I import my contacts from a spreadsheet or another CRM?
How long does setup take, and is there really a free trial?
Still have questions? Talk to our US team
Comparing CRMs for your US team?
See how HelloGrowthCRM stacks up against HubSpot and Salesforce on price, AI features, and compliance.
View USA Pricing
American sales workflows
Which workflows help US teamsreplace HubSpot, Outreach & Aircall?
Start where your stack is bloated — collapse outbound, dialing, and AI scoring into one platform.
AI Lead ScoringScore every inbound MQL automatically so SDRs only call the leads worth their time.Explore use case Built-in US DialerLocal presence numbers, call recording, voicemail drop — replaces Aircall and JustCall.Explore use case Email SequencesCadenced outbound and nurture flows that rival Outreach without the seat pricing.Explore use case Deal Risk AgentAI agent watches every deal and pings the owner when a stalled deal threatens the forecast.Explore use case RevOps ReportingForecast accuracy, pipeline coverage, win-rate by source — pre-built dashboards.Explore use case
US industry guides
US-specific CRM playbooks
Industry-by-industry guidance for American businesses — plus comparisons against HubSpot, Salesforce, and Pipedrive.
CRM for US real estate agentsZillow and portal leads captured, nurtured, and closed — automatically.Explore CRM for roofing companiesFrom storm-season lead surge to signed contract — one clean job pipeline.Explore CRM for HVAC companiesTurn service calls into quotes, jobs, and repeat maintenance contracts.Explore CRM for plumbersBook jobs, dispatch techs, and chase invoices from your phone.Explore CRM for financial advisorsManage client reviews, referrals, and compliance-ready records with ease.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 SaaS companiesTrials, demos, and expansion revenue — one pipeline from PQL to close.Explore CRM for law firmsIntake, conflict checks, and matter follow-ups without the paper chase.Explore CRM for music schoolsTrial lessons, enrollments, and tuition reminders on autopilot.Explore CRM for notariesBookings, signings, and repeat-client follow-ups — organised simply.Explore CRM for pressure washingQuote fast, schedule crews, and win seasonal repeat business.Explore
Guides, pricing & tools
[USA pricing in USD
Simple USD plans from $10/user/month — no hidden platform fees.
](https://hellogrowthcrm.com/usa/pricing)[HubSpot vs HelloGrowthCRM
Feature-by-feature and price-by-price — see what you'd actually save.
](https://hellogrowthcrm.com/compare/hubspot)[Salesforce vs HelloGrowthCRM
Enterprise power without enterprise setup time or pricing.
](https://hellogrowthcrm.com/compare/salesforce)[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)[SOC 2 & CCPA trust center
Security posture, compliance docs, and data-handling details in one place.
](https://hellogrowthcrm.com/security)[AI Sales Copilot guide
Let AI draft follow-ups, summarize calls, and plan your reps' day.
](https://hellogrowthcrm.com/blog/ai-sales-copilot-guide)
Free US Pipeline Audit
Audit Your US Sales Pipeline— Instantly
Drop your website URL and get a consulting-grade review of your inbound funnel, SDR conversion, and forecast accuracy with a 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
- CRM & SalesBest CRM for Small Business 2026 — Outgrowing Basic Tools
- AI & AutomationAI Lead Management for B2B Sales Optimization
- RevOpsManaged RevOps vs In-House: Which Is Right for Your Team?
- CRM & SalesPipeline Hygiene: 7 Habits of High-Performing Sales Teams
- Product & ToolsBest Mobile CRM for Sales Teams — Efficiency Guide
- IndustryHealthcare Client Management with HelloGrowthCRM
