HelloGrowthCRM's AI agents call leads, run journeys, qualify inbound, coach reps, and update your CRM — autonomously, with full audit trails and configurable safety rails. SMB pricing. Enterprise capability.
Every agent is built on your live CRM data. Choose the autonomy level that fits your team.
Calls, qualifies, and routes leads 24/7 with natural conversation AI.
Runs multi-step lead journeys — email, SMS, WhatsApp, and calls — automatically.
Personalises and sends cold campaigns across email, LinkedIn, and WhatsApp.
ML-based smart routing — assigns leads to the right rep in real time.
Transcribes, summarises, and logs follow-up actions from every call.
Surfaces real-time talk-track hints and deal risk signals during live calls.
Drafts follow-ups, meeting agendas, and pipeline updates for reps.
Chat with your CRM — pull reports, update records, trigger workflows in plain English.
Tracks customer health scores and triggers retention plays automatically.
Connect ChatGPT, Claude, or Gemini directly to your CRM data via MCP protocol.
Generates hyper-personalised emails from CRM context — one click to send.
Not every team is ready for fully autonomous AI. We built three levels so you can start where you're comfortable and expand as trust grows.
Agent executes end-to-end without human approval. Every action is logged, reversible, and within pre-configured limits. Ideal for high-volume, repeatable tasks: outbound calling, lead routing, post-call logging.
Agent drafts, stages, and presents actions for human approval before committing. The rep sees what will happen and clicks confirm. Ideal for emails, proposals, and CRM updates.
Agent surfaces recommendations, insights, and next-best-actions. The human decides and executes. Ideal for coaching, deal risk signals, and email composition where final tone matters.
SMB-first pricing
Enterprise AI agents at a fraction of Agentforce or Breeze pricing. Included in every plan — not a $50/agent add-on.
Safety rails on every agent
Three autonomy tiers — Autonomous, Supervised, and Assistive. You choose the level per agent. All actions are logged.
Native CRM context
Every agent reads from and writes to your live CRM data — no middleware, no sync lag, no data hallucination.
MCP protocol support
Connect ChatGPT, Claude, or any MCP-compatible client to your CRM pipeline — the first CRM with public MCP server.
HelloGrowthCRM is the first CRM to ship a public MCP (Model Context Protocol) server. Connect any MCP-compatible AI client — ChatGPT, Claude, Gemini, Cursor — and let it query leads, update deals, and trigger workflows in plain language. Your AI tool, your CRM data, zero middleware.
Explore the MCP Connector// ChatGPT → CRM
{ "tool": "get_pipeline" }
{ "tool": "update_deal",
"deal_id": "d_1234",
"stage": "Proposal" }
{ "tool": "create_task",
"title": "Follow up Monday" }
// Live CRM, no middleware
Salesforce Agentforce and HubSpot Breeze are powerful — at enterprise prices. See what you get at SMB pricing.
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Agentic AI in a CRM refers to AI systems that can take multi-step actions autonomously without a human approving each individual step. Unlike assistive AI that suggests actions for reps to execute, agentic AI executes the full workflow itself — making calls, sending sequences, updating records, routing leads, and logging follow-up tasks. HelloGrowthCRM ships 12 agentic AI agents covering the full sales cycle from first contact through deal close and customer retention.
HelloGrowthCRM agents operate at one of three autonomy levels you configure per agent. Fully Autonomous agents act end-to-end without human approval — ideal for high-volume, time-sensitive tasks like outbound calling and lead routing. Supervised agents draft and stage actions for a human to confirm before committing — ideal for outbound emails and CRM record updates where accuracy is critical. Assistive agents surface recommendations and insights but require the human to decide and execute — ideal for coaching, deal risk signals, and email composition where brand voice matters.
HelloGrowthCRM builds configurable safety rails into every agent regardless of autonomy level. These include per-agent daily action limits, a full audit log of every action taken, one-click pause for any agent, 24-hour rollback on CRM record changes, PII masking in logs, and sandbox mode for testing on dummy data before going live. Safety is not an afterthought — it is the foundational design principle that allows teams to start with high autonomy without fear of runaway automation.
MCP stands for Model Context Protocol — an open standard for connecting AI clients to data sources. HelloGrowthCRM is the first CRM to ship a public MCP server, allowing you to connect ChatGPT, Claude, Gemini, or any MCP-compatible AI tool directly to your live CRM pipeline. This means you can ask your AI assistant 'What deals are at risk this week?' or tell it 'Create follow-up tasks for all stalled deals' and it will query and act on your real CRM data. No middleware, no copy-paste, no sync lag.
Salesforce Agentforce costs $2 per agent conversation on top of an Enterprise platform license starting at $150/user/month. HubSpot Breeze AI features require the Professional plan at $800/month. Microsoft Copilot for Sales requires M365 plus Dynamics 365 plus the $50/user Copilot add-on. HelloGrowthCRM includes all 12 AI agents in plans starting at $10/user/month (₹899/user/month in India) with no per-action fees and no add-on charges.
Yes. All 12 agents are available from day one on all plans, but each agent can be individually enabled, configured, or left inactive. Many teams start with two or three agents — typically Voice Agent, Post-Call Agent, and Journey Agent — and activate additional agents as they build confidence in agentic automation. The autonomy level of each active agent can also be adjusted at any time from the admin settings panel.
Free 14-day trial. No credit card. All 12 agents included from day one.
The autonomy setting matters more than which agents you switch on. The useful question is not “how much can this agent do?” but “what does a mistake cost here, and how quickly would we notice it?” Those two answers point at the right level almost every time.
Fully autonomous suits work where the cost of an error is low and the cost of delay is high. Routing an inbound lead to the nearest available rep is a good example: assign it to the wrong person and someone reassigns it in thirty seconds, but leave it unassigned for a day and the lead is gone. Logging call outcomes and creating follow-up tasks sit in the same category.
Supervised suits anything that leaves your business in writing. An outbound email drafted by an agent and approved by a rep takes ten seconds to check and removes the risk of a wrong price, a wrong name, or a tone that does not sound like your company. Assistive suits judgment work — coaching notes, deal risk signals, negotiation guidance — where the value is in surfacing something a busy manager would have missed, not in acting on it unsupervised.
It is worth being straightforward about the limits, because the category attracts more claims than it can support. Agents act on the data in your CRM. If lead sources are not recorded, deal stages mean different things to different reps, or half your conversations happen on personal WhatsApp and never reach a record, an agent will automate around those gaps rather than close them. Poor data does not become good data because something autonomous is reading it.
Agents also do not decide what your sales process should be. If nobody has agreed what qualifies a lead or when a deal moves from proposal to negotiation, automating the current ambiguity mostly produces faster ambiguity. Teams that get value from agentic AI generally fixed their stage definitions first, and it is not an accident that the fix is unglamorous.
Finally, an agent that makes a call is not a substitute for a relationship. The realistic value is in the volume of work around the relationship — the follow-up nobody had time for, the summary nobody wrote, the stalled deal nobody flagged. That is a large amount of recovered time, and it is a more honest description of the benefit than replacing a salesperson.
Start with one agent that addresses a problem your team already complains about. For most small sales teams that is post-call admin: reps finish a call, intend to write it up, and get pulled into the next call. A post-call agent that writes the summary and creates the follow-up task pays for itself in a week and creates no new risk, because the worst outcome is a summary someone edits.
Run it in sandbox mode against dummy records first, then live with a daily action limit. The limit is not there because the agent is expected to misbehave; it is there so that if something is configured wrong, you discover it across five records instead of five hundred. Check the audit log daily for the first fortnight and weekly after that.
Add the second agent only once the first has run without intervention for a couple of weeks. Teams that enable all twelve on day one almost always end up disabling all twelve, because when something looks wrong there is no way to tell which agent caused it. Sequencing is slower to start and considerably faster to get right.