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HelloGrowthCRM

AI CRM suite

vs
Klaviyo

B2C email and SMS marketing

Comparison

Klaviyo Alternative: HelloGrowthCRM vs Klaviyo

Last verified against Klaviyo's own pricing and product pages.

Quick verdict

Should you switch from Klaviyo to HelloGrowthCRM?

Switch if you sell to businesses or book services and need a sales pipeline, quotes and calling with your email.Stay with Klaviyo if you run an online store and need Klaviyo's e-commerce data and automations.Price: HelloGrowthCRM $12/user/mo (Growth); Klaviyo publishes no comparable per-seat price.

See the pricing mathSwitch from Klaviyo

HelloGrowthCRM

Decide on evidence.

How to Choose Between Klaviyo and HelloGrowthCRMA five-step check that works for any CRM shortlist.
  1. Step 1

    List must-haves

    Pipeline, WhatsApp, calling, reports

  2. Step 2

    Price your team

    Cost per user at your real team size

  3. Step 3

    Trial with real leads

    A week of genuine follow-up

  4. Step 4

    Check the extras

    AI, automation and integrations you need

  5. 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

Choose HelloGrowthCRM if:

US businesses that sell high-consideration products or services, such as clinics, real estate, coaching, education, agencies and B2B suppliers, where a campaign starts a conversation that ends in a call, a quote and an invoice.

Choose Klaviyo if:

Ecommerce brands on Shopify, WooCommerce and similar platforms whose revenue depends on automated email, SMS and push flows driven by store events, with predictive segments, product feeds and a large subscriber base.

How to evaluate Klaviyo against a CRM with marketing built in

Klaviyo calls itself an autonomous B2C CRM. Its core is a customer data platform of profiles and events from your store, feeding email, SMS, push and other campaigns, automated flows, segments, product recommendations and predictive analytics. Composer, an AI marketing agent, plans and launches campaigns with approval, and Helpdesk, Customer Agent, Customer Hub and Reviews extend it into service, each as a separately priced product.

HelloGrowthCRM is an AI CRM suite in which marketing is one module. Campaigns, drips, segments, bulk SMS, forms and landing pages bring leads in; the CRM then assigns each lead an owner, tracks it as a deal with a value on a pipeline you configure, and produces quotes and invoices. A browser dialer, an AI voice agent, booking pages, a help desk and task boards keep the sales and service work on the same record as the campaign that started it.

The table above shows both columns as they stand on 2026-10-28. "Included (Growth plan)" means the capability is part of HelloGrowthCRM's Growth plan. "Coming soon" marks a HelloGrowthCRM capability that is planned but not shipped, such as email open and click tracking. "Separate product" means Klaviyo sells it apart from its marketing plans. "Not listed" means Klaviyo's own pricing and feature pages do not list the capability; it is not a statement from Klaviyo, and the source link shows the page that was checked.

To choose, look at what happens after a campaign. If success is measured in store orders and repeat purchases, Klaviyo is purpose-built. If success is measured in replies, booked calls and signed quotes, the work after the click matters more, and a CRM that runs both the campaign and the follow-up removes the hand-off between two tools.

The 10 differences that decide it

What buyers comparing Klaviyo ask about most. Each Klaviyo cell links to Klaviyo's own page.

What you needWhy it mattersHelloGrowthCRMKlaviyo
Email campaignsNewsletters and promotions go to the same contacts sales works. Included (Growth plan)IncludedSource, checked 2026-10-28
Automatic follow-up emailsLeads get chased on schedule and the sequence stops when they reply. Included (Growth plan)IncludedSource, checked 2026-10-28
Bulk SMSReach a whole segment at once for offers, reminders and events. Included (Growth plan)IncludedSource, checked 2026-10-28
Landing pagesLaunch a campaign page without a developer. Included (Growth plan)IncludedSource, checked 2026-10-28
Web formsEvery form submission arrives as a lead with an owner. Included (Growth plan)IncludedSource, checked 2026-10-28
Deal pipeline boardEvery open deal, its stage and its value on one screen. Included (Growth plan)Not listedSource, checked 2026-10-28
Your own pipeline stagesThe pipeline matches how your team actually sells. Included (Growth plan)Not listedSource, checked 2026-10-28
Call leads from the CRMReps dial in one click and every call lands on the lead's timeline. Included (Growth plan)Not listedSource, checked 2026-10-28
Quotes from the dealPricing goes out in minutes, without copying data into another tool. Included (Growth plan)Not listedSource, checked 2026-10-28
One shared inboxThe whole team sees every conversation, so nothing waits on one person. Included (Growth plan) Separate productSource, checked 2026-10-28

What HelloGrowthCRM includes for teams comparing Klaviyo

Included in Growth. Each card says what the feature does not do yet.

  • Email campaigns

    Newsletters and campaigns to segments of your contacts, sent from the same CRM as the pipeline.

  • Email sequences

    Multi-step follow-up that stops when the lead replies, triggered by stage changes.

  • Landing pages and forms

    Build landing pages and forms whose submissions become leads with an owner and a follow-up task.

  • 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.

  • 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.

  • Google review monitoring

    New Google reviews arrive in the CRM so the team sees and answers them quickly.

  • 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.

  • Scheduler and booking pages

    Branded booking pages with one-to-one, round-robin and collective meeting types, routing forms and reminders.

    Limit: Two-way free/busy sync with outside calendars is not confirmed yet.

What it costs for 5, 10 and 25 users

Klaviyo prices by active profiles and message volume, not by user, and sells its help desk and AI agent as separate add-ons.

Price it yourself

  1. Ask Klaviyo for a written quote for your team size, including any usage, AI or channel charges.
  2. Add the one-time fees: onboarding, migration and number setup.
  3. Multiply HelloGrowthCRM's $12 per user per month by your users and by 12: 5 users is $720, 10 users $1,440 and 25 users $3,600 a year.
  4. Compare the two totals for the features you will actually use.

See HelloGrowthCRM pricing

Why teams look past Klaviyo

Businesses look beyond Klaviyo when marketing has to hand leads to a sales team.

Klaviyo's pricing and feature pages, checked on 2026-10-28, list profiles, segments, flows and campaigns, and no record owners, lead routing, deal pipeline, quotes, invoices, calling or meeting booking. A lead who replies or requests a quote then needs to be worked somewhere else. HelloGrowthCRM assigns the lead an owner, moves it through pipeline stages with a deal value, and sends quotes and invoices from the same record.

The second reason is the meters. Klaviyo bills marketing by profiles and messages, and its Helpdesk, Customer Agent, Customer Hub and Reviews are separate products with their own pricing. HelloGrowthCRM includes the help desk, live chat, AI inbox replies, CSAT and review requests and the customer portal in the Growth plan.

The third is the sales channels. HelloGrowthCRM adds a browser dialer, an AI voice agent, booking pages and task boards to the campaign tools, so a lead who clicks can be called, booked and followed up in one place.

Where Klaviyo is stronger

  • E-commerce data, product feeds and store automations.
  • Two-way SMS built in; in HelloGrowthCRM two-way texting runs through a connected provider.
  • Email open and click tracking today; in HelloGrowthCRM it is coming soon.

Full capability comparison

54 capabilities in 14 groups. Open a group to see every row.

Marketing (6)
CapabilityHelloGrowthCRMKlaviyo
Email marketing campaigns Included (Growth plan)Included
Marketing automation drips Included (Growth plan)Included
A/B testing Included (Growth plan)Included
Audience segmentation Included (Growth plan)Included
Lead source attribution Included (Growth plan)Included
Retargeting audience sync Included (Growth plan)Included
Calling and messaging (11)
CapabilityHelloGrowthCRMKlaviyo
Email templates Included (Growth plan)Included
Email sequences Included (Growth plan)Included
Email open and click trackingComing soonIncluded
Double opt-in and preference centre Included (Growth plan)Included
Suppression and one-click unsubscribe Included (Growth plan)Included
Custom sending domains and senders Included (Growth plan)Included
Email deliverability tooling Included (Growth plan)Included
Bulk SMS Included (Growth plan)Included
Two-way SMSVia integrationIncluded
Website live chat Included (Growth plan) Separate product
Click-to-call dialer Included (Growth plan)Not listed
Lead capture (3)
CapabilityHelloGrowthCRMKlaviyo
Embeddable web lead form Included (Growth plan)Included
Landing page builder Included (Growth plan)Included
Website visitor tracking Included (Growth plan)Included
E-commerce (1)
CapabilityHelloGrowthCRMKlaviyo
Abandoned cart recovery Included (Growth plan)Included
Integrations (3)
CapabilityHelloGrowthCRMKlaviyo
ShopifyVia integrationVia integration
Salesforce syncVia integrationVia integration
HubSpot syncVia integrationVia integration
Sales execution (4)
CapabilityHelloGrowthCRMKlaviyo
Product and price catalog Included (Growth plan)Included
Kanban deal board Included (Growth plan)Not listed
Pipeline forecasting Included (Growth plan)Not listed
Meeting booking pages Included (Growth plan)Not listed
AI (5)
CapabilityHelloGrowthCRMKlaviyo
AI email and message drafting Included (Growth plan)Included
AI assistant chat over CRM data Included (Growth plan)Included
Churn and conversion prediction Included (Growth plan)Included
AI lead scoring Included (Growth plan)Limited
AI inbox autopilot Included (Growth plan) Separate product
Support and customer success (4)
CapabilityHelloGrowthCRMKlaviyo
Support ticketing Included (Growth plan) Separate product
CSAT surveys Included (Growth plan) Separate product
Review requestsComing soon Separate product
Customer portal Included (Growth plan) Separate product
Records and pipeline (6)
CapabilityHelloGrowthCRMKlaviyo
Contact and lead records Included (Growth plan)Included
Custom fields Included (Growth plan)Included
Activity timeline Included (Growth plan)Included
CSV and Excel import Included (Growth plan)Included
Lead assignment and routing rules Included (Growth plan)Not listed
Customizable pipeline stages Included (Growth plan)Not listed
Automation (2)
CapabilityHelloGrowthCRMKlaviyo
Visual workflow automation Included (Growth plan)Included
Public REST API Included (Growth plan)Included
Reporting (2)
CapabilityHelloGrowthCRMKlaviyo
Custom dashboard builder Included (Growth plan)Included
Report builder Included (Growth plan)Included
Security and admin (4)
CapabilityHelloGrowthCRMKlaviyo
Roles and permissions Included (Growth plan)Included
Single sign-on (SAML/OIDC) Included (Growth plan)Included
SOC 2 certification Included (Growth plan)Included
Data residency choice Included (Growth plan)Included
Quotes, invoices and payments (2)
CapabilityHelloGrowthCRMKlaviyo
Quotes Included (Growth plan)Not listed
Invoicing Included (Growth plan)Not listed
Tasks and operations (1)
CapabilityHelloGrowthCRMKlaviyo
Task boards (kanban) Included (Growth plan)Not listed
Sources for the Klaviyo column (54)

Each Klaviyo cell is checked against Klaviyo'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. “Not listed” means Klaviyo's own product or pricing pages do not list the capability; it is not a statement from Klaviyo.

Switch from Klaviyo in 4 steps

  1. Export profiles and lists from Klaviyo to CSV.
  2. Import them into HelloGrowthCRM and map lists to segments on the import screen.
  3. Rebuild your key flows as sequences and campaigns.
  4. Run both for a week on different segments, then move your sending.

Your data

Export Klaviyo records to CSV and import them; the import screen maps each column. Custom objects and automations are rebuilt by hand.

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

Choose Klaviyo if you sell online and marketing is the job: abandoned-cart and browse-abandonment flows from your store, product recommendations, predictive analytics, email, SMS and push to a large customer base, with Composer planning campaigns. Choose HelloGrowthCRM if your leads are worked by people: owners and routing, deals with values on a pipeline, quotes and invoices, calls, booked meetings and follow-up tasks, with campaigns, segments, SMS, forms and a help desk in the same CRM at a per-user price.

Want to see the difference?

See how HelloGrowthCRM compares to Klaviyo on your own pipeline.

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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
View trust centre

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
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