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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, trusted by 500+ teams.

Know who to call firstCall without leaving your CRMWhatsApp follow-up, automatedGet alerted before deals go cold
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HelloGrowthCRM live sales dashboard showing leads, pipeline, and AI scoring
  • SOC 2 Type II examination completed
  • AES-256 encryption at rest, TLS 1.3 in transit
  • Daily backups
  • Consent-tracked messaging
Trusted by 500+ teams worldwideSOC 2 Type IIListed onCapterraG2G2Product Hunt

Quick answer

What is HelloGrowthCRM?

HelloGrowthCRM is an AI-powered CRM for small and mid-sized sales teams. It keeps lead capture, AI lead scoring, a built-in browser dialer, and WhatsApp and email follow-up in one workspace, so an enquiry is scored, called and followed up without anyone switching tools — and you can add a managed RevOps team to run that follow-up for you.

Key takeaways

  • In short: one workspace instead of a CRM, a dialer, a WhatsApp tool and a sequencing tool bought separately.
  • AI lead scoring ranks every enquiry by likelihood to buy, and it is included on every plan — even the free one.
  • Three ways to buy: a free-forever plan, a self-serve paid plan per user, and an optional done-for-you Managed RevOps service.
  • Most teams import from Excel or another CRM and are selling the same afternoon — no consultant, no IT project.
  • Built by Soor LLC in the USA. SOC 2 Type II, AES-256 encryption at rest, TLS 1.3 in transit.

See pricingHow AI lead scoring worksOutgrowing a WhatsApp-only tool?Managed RevOps service

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

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

No training needed

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

Tour the 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 Selling
in 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
  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

    Every opportunity sits in a pipeline 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 from
HelloGrowthCRM?

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

StartupsLaunch faster with one CRM for inbound, outbound, and follow-up automation.ExploreAgenciesManage multi-client pipelines, reminders, and campaign handoffs in one workspace.ExploreSMBsKeep sales simple, visible, and accountable without enterprise complexity.ExploreIndustry teamsUse industry-ready workflows for services, consulting, and high-touch sales.Explore
Features

Everything your team needs. Zero Add-ons.

From pipeline to proposals — one platform that replaces every disconnected sales tool.

Dashboard & KPIs

Core

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

“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

“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

“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

“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

“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

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 500 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 withHubSpotZohoPipedrive— or explore every comparison below.

AI Lead Scoring

Included

HubSpot

Higher plans

Salesforce

Paid (Einstein)

Pipedrive

Limited

Built-in Dialer

Included

HubSpot

Built-in with limits

Salesforce

Usually add-ons

Pipedrive

Higher plans

WhatsApp / SMS

Included

HubSpot

Add-ons

Salesforce

Add-ons

Pipedrive

Integrations

Managed RevOps

Optional

HubSpot

Via partners

Salesforce

Via consultants

Pipedrive

Via partners

Setup Time

< 15 minutes

HubSpot

Moderate

Salesforce

Complex

Pipedrive

Moderate

Best For

Growing teams

HubSpot

Marketing-heavy

Salesforce

Enterprise

Pipedrive

Sales-only

Pricing

Predictable

HubSpot

Add-on costs

Salesforce

Enterprise pricing

Pipedrive

Multiple tiers

vs HubSpot vs Zoho CRM vs Pipedrive vs Salesforce vs Freshsales

Works with the tools you already use.

259+ integrations.

See all app integrations

Answers

Who is HelloGrowthCRM for?

Short answer: sales teams of roughly 2 to 200 people who sell by phone, WhatsApp and email and have outgrown spreadsheets — or a CRM that bills calling and messaging as extras. Use it when leads arrive faster than anyone can follow up, when you cannot see what your reps actually did today, or when your calling and messaging tools are billed separately from your CRM.
  • Small businesses and B2B teams whose enquiries currently sit in personal WhatsApp, email and Excel
  • Startups and agencies that need inbound, outbound and follow-up in one workspace
  • Field and service businesses — real estate, interior design, HVAC, insurance, staffing — that sell from a phone
  • Founders who would rather hand pipeline follow-up to a managed RevOps specialist than hire a sales ops person
  • Teams switching from HubSpot, Salesforce, Zoho or Pipedrive who want the dialer and WhatsApp included rather than bolted on

How does HelloGrowthCRM work?

Short answer: in three steps — import your leads, set your follow-up rules, then work the pipeline. Most teams are live the same day.
  1. Import your leads from Excel or CSV, or from a Salesforce, HubSpot or Pipedrive export. The importer maps names, email, phone, company, stage, source and notes for you.
  2. Set your pipeline stages, owners and follow-up rules. AI lead scoring ranks each new enquiry, and email and WhatsApp sequences fire on schedule.
  3. Work the pipeline. Reps call from the browser, quotes and invoices go out from the same record, and every closed deal traces back to the form, booking or campaign that started it.

How much does HelloGrowthCRM cost?

Short answer: there is a free-forever plan at no cost, a self-serve paid plan from $12/user/mo ($10/user/mo on annual billing), and an optional Managed RevOps service billed as a flat monthly fee. Paid plans include a 14-day free trial, and annual plans carry a 14-day money-back window.
  • Free plan — lead management, pipeline Kanban, task boards, email templates and scheduling. No credit card, no time limit.
  • Run it yourself — the full AI CRM: AI lead scoring, the built-in dialer, sequences and analytics.
  • We run it for you — Managed RevOps specialists handle follow-up, pipeline hygiene and reporting on a same-business-day SLA.

How is HelloGrowthCRM different from HubSpot, Salesforce and Pipedrive?

Short answer: the capabilities those tools sell as add-ons or reserve for higher tiers — AI lead scoring, a built-in dialer, and WhatsApp and SMS — are included here, and none of them offers a managed team that will run your follow-up inside your own CRM.
  • AI lead scoring is included on every plan. HubSpot puts it on higher plans, Salesforce sells it as Einstein, Pipedrive limits it.
  • The dialer and WhatsApp/SMS are native, not integrations you buy and wire up separately.
  • Setup is measured in minutes rather than a consulting engagement.
  • Managed RevOps is optional and delivered by HelloGrowthCRM, not handed to a partner or a consultancy.

Support FAQ

Frequently Asked
Questions

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 200 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 →
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 does
your 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 caseEmail AutomationRun outbound and nurture sequences without leaving the CRM.Explore use caseFollow-Up AutomationStandardize next steps so leads and deals never go cold.Explore use caseOutbound CallingProspecting, calling cadences, and conversation logging for reps.Explore use caseRevenue 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.ExploreInterior design CRMRun your studio's leads, quotes, and client follow-ups without spreadsheets.ExploreCRM for real estate agentsCapture portal leads, auto-follow-up, and close listings faster.ExploreCRM for financial advisorsManage client reviews, referrals, and compliance-ready records with ease.ExploreCRM for HVAC companiesTurn service calls into quotes, jobs, and repeat maintenance contracts.ExploreCRM for insurance agentsNever miss a renewal — automate policy follow-ups and cross-sell reminders.ExploreCRM for staffing agenciesTrack clients, candidates, and placements in one recruiting pipeline.ExploreCRM for roofing companiesFrom storm-season lead surge to signed contract — one clean job pipeline.ExploreCRM for painting contractorsQuote faster, schedule crews, and win more repaint referrals.ExploreCRM for plumbersBook jobs, dispatch techs, and chase invoices from your phone.ExploreVeterinary clinic softwareAppointments, vaccination reminders, and pet-parent follow-ups on autopilot.ExploreCRM 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.HubSpot vs HelloGrowthCRMFeature-by-feature and price-by-price — see what you'd actually save.Best TeleCRM alternativeWhy calling-first teams switch — dialer, WhatsApp, and AI in one.Dealer CRM for auto dealershipsTest drives, trade-ins, and finance follow-ups in one showroom pipeline.WhatsApp CRM with official APIRun sales on the official WhatsApp Business API — no ban risk.AI Sales Copilot guideLet AI draft follow-ups, summarize calls, and plan your reps' day.Pipeline governance for RevOpsThe hygiene rules that keep forecasts honest and pipelines clean.
Free AI-Powered Audit

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— 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 HelloGrowthCRM
in action

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

Watch the product demo

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Resources & Guides

Small Business CRM Tips
& Playbooks

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

Featured articles
View all blog posts
Free sales tools
See all free tools

Revenue-ready CRM

Your Next Lead Deserves a Same-Day Follow-Up.

Start free — it's not a trial, it never expires. Upgrade only when you outgrow it.

Free forever starterNo credit card requiredPaid plans from $10/user/mo
Start freeBook Demo

No credit card · Setup in an afternoon · 14-day money-back on annual plans

Questions? Contact the HelloGrowthCRM team

+1 (607) 318-2126 · sales@hellogrowthcrm.com

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