AI CRM suite
Expense management, corporate card and travel
Keep Expensify, Add a Sales CRM: HelloGrowthCRM vs Expensify
Last verified against Expensify's own pricing and product pages.
Quick verdict
Should you switch from Expensify to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
Small businesses that already keep expenses in Expensify and now need the sales side organised. HelloGrowthCRM gives sellers a pipeline, a browser dialer, a shared inbox for email, texts and chat, email sequences, quotes and invoices, and a help desk, for $12 per user per month. HelloGrowthCRM also records expense claims with approvals, but it is not a corporate card or travel service.
Finance teams and employees who spend: receipt scanning, mileage, reimbursements by bank transfer, the Expensify Card, travel booking with policy rules, and sync to QuickBooks, Xero, NetSuite or Sage Intacct. Expensify is built for spend control, and HelloGrowthCRM does not replace it.
What Expensify is, and where a CRM fits
Expensify is expense management software. Employees scan receipts with SmartScan and track mileage; managers approve reports; finance reimburses by bank transfer, reconciles card feeds and the Expensify Card, books travel with policy rules and syncs everything to the accounting system. Plans are priced per member, from a no-cost Submit plan upward (checked 2026-10-28).
HelloGrowthCRM is an AI CRM suite for the revenue side. Leads arrive from forms, chat, calls and email; reps call from the browser, follow up with sequences and track deals on a pipeline; quotes become invoices on the same record, and support tickets sit next to the customer.
The two rarely overlap. The tables on this page show both columns as of 2026-10-28. "Not listed" means Expensify's own pages do not list the capability, and a plan name means it starts on that plan.
To decide, ask where your next customer is tracked today. If the answer is a spreadsheet or an inbox, that is CRM work, and Expensify stays where it is.
The 10 differences that decide it
What buyers comparing Expensify ask about most. Each Expensify cell links to Expensify's own page.
| What you need | Why it matters | HelloGrowthCRM | Expensify |
|---|---|---|---|
| Deal pipeline board | Every open deal, its stage and its value on one screen. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Call leads from the CRM | Reps dial in one click and every call lands on the lead's timeline. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| One shared inbox | The whole team sees every conversation, so nothing waits on one person. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Support tickets | Customer issues get an owner, a status and a history. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Invoices | Bill the customer from the same record that won the deal. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Expense claims | Staff submit expenses with receipts and a manager approves them. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Card payments online | Customers pay invoices by card instead of mailing a check. | Via integration | IncludedSource, checked 2026-10-28 |
| NetSuite sync | Finance data flows into NetSuite without re-keying. | Not available | Control and aboveSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing Expensify
Included in Growth. Each card says what the feature does not do yet.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
Commission management
Commission rules by deal value, stage and rep, with an approval step and a payout ledger.
Limit: No tiered slabs, quotas or clawbacks.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and Expensify Collect at $5 per user per month (per member, from Expensify's pricing page, checked 2026-10-28).
| Team size | HelloGrowthCRM | Expensify Collect |
|---|---|---|
| 5 users | $720 | $300 |
| 10 users | $1,440 | $600 |
| 25 users | $3,600 | $1,500 |
Expensify's Submit plan has no charge; Collect is $5 per member a month, and Control is custom, from $9 per active member a month (expensify.com/pricing, checked 2026-10-28). Expensify is priced for every employee who spends, HelloGrowthCRM for the people who sell, so most teams keep both and the totals are not like for like.
Try your own team size
Expensify Collect
$600 in year one
$5 per user per month, per member.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
Expensify price from its pricing page, checked 2026-10-28. Taxes, usage charges and add-ons are not included on either side.
Why teams look past Expensify
Teams add a CRM next to Expensify for three reasons.
The first is that Expensify is not a CRM. Its pricing and product pages list no contact pipeline, dialer, shared inbox or quotes (checked 2026-10-28). Sales work ends up in spreadsheets and email.
The second is follow-up. HelloGrowthCRM chases leads with email sequences that stop when the lead replies, ranks leads with AI scoring and puts every call and email on one record.
The third is billing customers. Expensify can send invoices once a workspace admin enables them (Expensify help, checked 2026-10-28). HelloGrowthCRM builds the quote from the deal and turns it into an invoice on the same record.
Where Expensify is stronger
- Receipt scanning, mileage, reimbursements by bank transfer and card reconciliation, built for every employee who spends.
- The Expensify Card and travel booking with policy rules and trip approvals.
- Accounting sync to NetSuite and Sage Intacct on Control; HelloGrowthCRM has no NetSuite connection.
- Invoice payments by card inside Expensify; HelloGrowthCRM takes card payments through a provider you connect.
Full capability comparison
48 capabilities in 14 groups. Open a group to see every row.
Records and pipeline (5)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Not available |
| Company and account records | Included (Growth plan) | Not available |
| Activity timeline | Included (Growth plan) | Not available |
| Lead assignment and routing rules | Included (Growth plan) | Not available |
| Customizable pipeline stages | Included (Growth plan) | Not available |
Lead capture (2)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Not available |
| Landing page builder | Included (Growth plan) | Not available |
Calling and messaging (6)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Not available |
| Bulk SMS | Included (Growth plan) | Not available |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Not available |
| Power dialer | Included (Growth plan) | Not available |
| Website live chat | Included (Growth plan) | Not available |
AI (9)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Included |
| AI lead scoring | Included (Growth plan) | Not available |
| AI call summaries | Included (Growth plan) | Not available |
| AI outbound voice agent | Included (Growth plan) | Not available |
| AI inbound call answering | Included (Growth plan) | Not available |
| AI governance and approval mode | Included (Growth plan) | Limited |
| Multiple prebuilt AI agents | Included (Growth plan) | Beta |
| Assistant record actions | Included (Growth plan) | Included |
| MCP server | Included (Growth plan) | Included |
Automation (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Not available |
Sales execution (3)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Kanban deal board | Included (Growth plan) | Not available |
| Pipeline forecasting | Included (Growth plan) | Not available |
| Meeting booking pages | Included (Growth plan) | Not available |
Quotes, invoices and payments (10)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Quotes | Included (Growth plan) | Not available |
| Proposals | Included (Growth plan) | Not available |
| Invoicing | Included (Growth plan) | Included |
| Payment links | Via integration | Limited |
| Online card payments | Via integration | Included |
| Overdue payment reminders | Included (Growth plan) | Included |
| Expense management | Included (Growth plan) | Included |
| QuickBooks Online sync | Via integration | Via integration |
| Xero sync | Beta | Via integration |
| Sales tax and VAT handling | Limited | Limited |
Tasks and operations (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Task boards (kanban) | Included (Growth plan) | Not available |
Support and customer success (4)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Customer portal | Included (Growth plan) | Not available |
| Support ticketing | Included (Growth plan) | Not available |
| Knowledge base | Included (Growth plan) | Not available |
| Vendor or supplier portal | Not available | Limited |
Marketing (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Email marketing campaigns | Included (Growth plan) | Not available |
Reporting (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Report builder | Included (Growth plan) | Control and above |
Security and admin (3)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Roles and permissions | Included (Growth plan) | Limited |
| Audit log | Included (Growth plan) | Included |
| Single sign-on (SAML/OIDC) | Included (Growth plan) | Control and above |
Mobile (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| Native iOS and Android apps | Included (Growth plan) | Included |
Integrations (1)
| Capability | HelloGrowthCRM | Expensify |
|---|---|---|
| NetSuite | Not available | Control and above |
Sources for the Expensify column (48)
Each Expensify cell is checked against Expensify's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date.
- Contact and lead records: expensify.com/pricing · checked 2026-10-28
- Company and account records: expensify.com/pricing · checked 2026-10-28
- Activity timeline: expensify.com/pricing · checked 2026-10-28
- Lead assignment and routing rules: expensify.com/pricing · checked 2026-10-28
- Customizable pipeline stages: expensify.com/pricing · checked 2026-10-28
- Embeddable web lead form: expensify.com/pricing · checked 2026-10-28
- Landing page builder: expensify.com/pricing · checked 2026-10-28
- Shared team inbox: expensify.com/pricing · checked 2026-10-28
- Bulk SMS: expensify.com/pricing · checked 2026-10-28
- Email sequences: expensify.com/pricing · checked 2026-10-28
- Click-to-call dialer: expensify.com/pricing · checked 2026-10-28
- Power dialer: expensify.com/pricing · checked 2026-10-28
- Website live chat: expensify.com/pricing · checked 2026-10-28
- AI assistant chat over CRM data: barchart.com/story/news/3077163/expensify-s-ai-expands-to-expense-automation-spend-insights-and-agents · checked 2026-10-28
- AI lead scoring: expensify.com/pricing · checked 2026-10-28
- AI call summaries: expensify.com/pricing · checked 2026-10-28
- AI outbound voice agent: expensify.com/pricing · checked 2026-10-28
- AI inbound call answering: expensify.com/pricing · checked 2026-10-28
- AI governance and approval mode: use.expensify.com/blog/expensify-august-2026-product-update · checked 2026-10-28
- Multiple prebuilt AI agents: use.expensify.com/blog/expensify-july-2026-product-update · checked 2026-10-28
- Assistant record actions: barchart.com/story/news/3077163/expensify-s-ai-expands-to-expense-automation-spend-insights-and-agents · checked 2026-10-28
- MCP server: businesswire.com/news/home/20260608727624/en/Expensify-Launches-MCP-for-AI-powered-Expense-Management · checked 2026-10-28
- Visual workflow automation: expensify.com/pricing · checked 2026-10-28
- Kanban deal board: expensify.com/pricing · checked 2026-10-28
- Pipeline forecasting: expensify.com/pricing · checked 2026-10-28
- Meeting booking pages: expensify.com/pricing · checked 2026-10-28
- Quotes: expensify.com/pricing · checked 2026-10-28
- Proposals: expensify.com/pricing · checked 2026-10-28
- Invoicing: help.expensify.com/articles/new-expensify/reports-and-expenses/Send-an-Invoice · checked 2026-10-28
- Payment links: help.expensify.com/articles/new-expensify/expenses-&-payments/Pay-an-invoice · checked 2026-10-28
- Online card payments: help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices · checked 2026-10-28
- Overdue payment reminders: help.expensify.com/articles/new-expensify/reports-and-expenses/Send-an-Invoice · checked 2026-10-28
- Expense management: expensify.com/pricing · checked 2026-10-28
- QuickBooks Online sync: expensify.com/pricing · checked 2026-10-28
- Xero sync: expensify.com/pricing · checked 2026-10-28
- Sales tax and VAT handling: expensify.com/pricing · checked 2026-10-28
- Task boards (kanban): expensify.com/pricing · checked 2026-10-28
- Customer portal: expensify.com/pricing · checked 2026-10-28
- Support ticketing: expensify.com/pricing · checked 2026-10-28
- Knowledge base: expensify.com/pricing · checked 2026-10-28
- Vendor or supplier portal: expensify.com/pricing · checked 2026-10-28
- Email marketing campaigns: expensify.com/pricing · checked 2026-10-28
- Report builder: expensify.com/pricing · checked 2026-10-28
- Roles and permissions: expensify.com/pricing · checked 2026-10-28
- Audit log: expensify.com/pricing · checked 2026-10-28
- Single sign-on (SAML/OIDC): expensify.com/pricing · checked 2026-10-28
- Native iOS and Android apps: expensify.com/pricing · checked 2026-10-28
- NetSuite: expensify.com/pricing · checked 2026-10-28
Switch from Expensify in 4 steps
- Export your customer and prospect lists to CSV from wherever they live today.
- Import them into HelloGrowthCRM and map each column on the import screen.
- Set up pipeline stages, a follow-up sequence, calling and your quote template.
- Keep Expensify for expenses and run HelloGrowthCRM for a week before you move all sales tracking into it.
Your data
Nothing moves out of Expensify; your expenses stay there, and customer lists come into HelloGrowthCRM as CSV.
Contract
Nothing to cancel: Expensify stays on its own plan, and HelloGrowthCRM is $12 per user per month on the Growth plan for the people who sell.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
Expensify is an expense management, corporate card and travel platform; HelloGrowthCRM is an AI CRM suite. Choose Expensify for receipt scanning, reimbursements, card reconciliation, travel booking and accounting sync. Add HelloGrowthCRM, on the Growth plan, when the business also needs to win and keep customers: leads, calls, follow-up, quotes and support tickets. Most teams that ask this question run both.
Want to see the difference?
See how HelloGrowthCRM compares to Expensify on your own pipeline.
Comparison FAQ
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Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
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Prefer email? Write to sales@hellogrowthcrm.com