AI CRM suite
B2C email and SMS marketing
Klaviyo Alternative: HelloGrowthCRM vs Klaviyo
Last verified against Klaviyo's own pricing and product pages.
Quick verdict
Should you switch from Klaviyo 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
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.
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 need | Why it matters | HelloGrowthCRM | Klaviyo |
|---|---|---|---|
| Email campaigns | Newsletters and promotions go to the same contacts sales works. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Bulk SMS | Reach a whole segment at once for offers, reminders and events. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Landing pages | Launch a campaign page without a developer. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Web forms | Every form submission arrives as a lead with an owner. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| Deal pipeline board | Every open deal, its stage and its value on one screen. | Included (Growth plan) | Not listedSource, checked 2026-10-28 |
| Your own pipeline stages | The pipeline matches how your team actually sells. | Included (Growth plan) | Not listedSource, 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 listedSource, checked 2026-10-28 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not listedSource, checked 2026-10-28 |
| One shared inbox | The 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
- Ask Klaviyo for a written quote for your team size, including any usage, AI or channel charges.
- Add the one-time fees: onboarding, migration and number setup.
- 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.
- Compare the two totals for the features you will actually use.
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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Email templates | Included (Growth plan) | Included |
| Email sequences | Included (Growth plan) | Included |
| Email open and click tracking | Coming soon | Included |
| 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 SMS | Via integration | Included |
| Website live chat | Included (Growth plan) | Separate product |
| Click-to-call dialer | Included (Growth plan) | Not listed |
Lead capture (3)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Abandoned cart recovery | Included (Growth plan) | Included |
Integrations (3)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Shopify | Via integration | Via integration |
| Salesforce sync | Via integration | Via integration |
| HubSpot sync | Via integration | Via integration |
Sales execution (4)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Support ticketing | Included (Growth plan) | Separate product |
| CSAT surveys | Included (Growth plan) | Separate product |
| Review requests | Coming soon | Separate product |
| Customer portal | Included (Growth plan) | Separate product |
Records and pipeline (6)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Included |
| Public REST API | Included (Growth plan) | Included |
Reporting (2)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Custom dashboard builder | Included (Growth plan) | Included |
| Report builder | Included (Growth plan) | Included |
Security and admin (4)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| Quotes | Included (Growth plan) | Not listed |
| Invoicing | Included (Growth plan) | Not listed |
Tasks and operations (1)
| Capability | HelloGrowthCRM | Klaviyo |
|---|---|---|
| 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.
- Email marketing campaigns: klaviyo.com/pricing · checked 2026-10-28
- Email templates: klaviyo.com/pricing · checked 2026-10-28
- Marketing automation drips: help.klaviyo.com/hc/en-us/articles/115002774932 · checked 2026-10-28
- Email sequences: help.klaviyo.com/hc/en-us/articles/115002774932 · checked 2026-10-28
- A/B testing: help.klaviyo.com/hc/en-us/articles/115005228148 · checked 2026-10-28
- Email open and click tracking: klaviyo.com/pricing · checked 2026-10-28
- Audience segmentation: klaviyo.com/features/segmentation · checked 2026-10-28
- Double opt-in and preference centre: help.klaviyo.com/hc/en-us/articles/115005251108 · checked 2026-10-28
- Suppression and one-click unsubscribe: help.klaviyo.com/hc/en-us/articles/115005246108 · checked 2026-10-28
- Custom sending domains and senders: help.klaviyo.com/hc/en-us/articles/115000357752 · checked 2026-10-28
- Email deliverability tooling: help.klaviyo.com/hc/en-us/articles/115005078347 · checked 2026-10-28
- Bulk SMS: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Two-way SMS: help.klaviyo.com/hc/en-us/articles/360055914412 · checked 2026-10-28
- Embeddable web lead form: help.klaviyo.com/hc/en-us/articles/360026474752 · checked 2026-10-28
- Landing page builder: help.klaviyo.com/hc/en-us/articles/45373923808155 · checked 2026-10-28
- Website visitor tracking: klaviyo.com/ · checked 2026-10-28
- Lead source attribution: help.klaviyo.com/hc/en-us/articles/115005247808 · checked 2026-10-28
- Abandoned cart recovery: help.klaviyo.com/hc/en-us/articles/4534329515931 · checked 2026-10-28
- Shopify: help.klaviyo.com/hc/en-us/articles/115005253208 · checked 2026-10-28
- Product and price catalog: help.klaviyo.com/hc/en-us/articles/115005253208 · checked 2026-10-28
- Retargeting audience sync: klaviyo.com/blog/introducing-klaviyo-social-marketing · checked 2026-10-28
- AI email and message drafting: help.klaviyo.com/hc/en-us/articles/52308788113307 · checked 2026-10-28
- AI assistant chat over CRM data: klaviyo.com/pricing · checked 2026-10-28
- Churn and conversion prediction: help.klaviyo.com/hc/en-us/articles/360020919731 · checked 2026-10-28
- AI lead scoring: help.klaviyo.com/hc/en-us/articles/360020919731 · checked 2026-10-28
- AI inbox autopilot: help.klaviyo.com/hc/en-us/articles/37659268052635 · checked 2026-10-28
- Support ticketing: help.klaviyo.com/hc/en-us/articles/360059002271 · checked 2026-10-28
- Website live chat: help.klaviyo.com/hc/en-us/articles/360059002271 · checked 2026-10-28
- CSAT surveys: help.klaviyo.com/hc/en-us/articles/42861358490011 · checked 2026-10-28
- Review requests: help.klaviyo.com/hc/en-us/articles/16319809379611 · checked 2026-10-28
- Customer portal: help.klaviyo.com/hc/en-us/articles/33660324811675 · checked 2026-10-28
- Contact and lead records: help.klaviyo.com/hc/en-us/articles/115005247088 · checked 2026-10-28
- Custom fields: help.klaviyo.com/hc/en-us/articles/115005074627 · checked 2026-10-28
- Activity timeline: help.klaviyo.com/hc/en-us/articles/115005247088 · checked 2026-10-28
- CSV and Excel import: help.klaviyo.com/hc/en-us/articles/115005074627 · checked 2026-10-28
- Visual workflow automation: help.klaviyo.com/hc/en-us/articles/115002774932 · checked 2026-10-28
- Custom dashboard builder: help.klaviyo.com/hc/en-us/articles/13267004984859 · checked 2026-10-28
- Report builder: help.klaviyo.com/hc/en-us/articles/360047725651 · checked 2026-10-28
- Public REST API: klaviyo.com/ · checked 2026-10-28
- Salesforce sync: help.klaviyo.com/hc/en-us/articles/115005081947 · checked 2026-10-28
- HubSpot sync: marketplace.klaviyo.com/en-us/apps/01kqsyncaze25679rvm8xk9nct/ · checked 2026-10-28
- Roles and permissions: help.klaviyo.com/hc/en-us/articles/115005231648 · checked 2026-10-28
- Single sign-on (SAML/OIDC): help.klaviyo.com/hc/en-us/articles/9353860331035 · checked 2026-10-28
- SOC 2 certification: klaviyo.com/ · checked 2026-10-28
- Data residency choice: klaviyo.com/ · checked 2026-10-28
- Lead assignment and routing rules: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Customizable pipeline stages: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Kanban deal board: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Pipeline forecasting: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Quotes: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Invoicing: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Click-to-call dialer: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Task boards (kanban): help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
- Meeting booking pages: help.klaviyo.com/hc/en-us/articles/115000976672 · checked 2026-10-28
Switch from Klaviyo in 4 steps
- Export profiles and lists from Klaviyo to CSV.
- Import them into HelloGrowthCRM and map lists to segments on the import screen.
- Rebuild your key flows as sequences and campaigns.
- 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
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