AI CRM suite
Business phone system and customer experience
Keep Nextiva, Add a Sales CRM: HelloGrowthCRM vs Nextiva
Last verified against Nextiva's own pricing and product pages.
Quick verdict
Should you switch from Nextiva 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
Sales teams and service businesses whose calls are about deals: new enquiries, follow-ups, quotes and renewals. HelloGrowthCRM puts a browser dialer, a power dialer, AI call summaries, AI voice agents, email sequences and quotes next to the pipeline for $12 per user per month, with calls running through a provider you connect.
Businesses that need a company phone system with customer-experience tools: numbers and extensions for every employee, skills-based routing, business texting, video, fax, social and review inboxes, a contact center with predictive dialing and workforce management, and HIPAA. HelloGrowthCRM is not HIPAA compliant and does not replace a company phone system.
What Nextiva is, and where a CRM fits
Nextiva is a business phone system and customer-experience platform. NEXT plans give each user voice, video and texting, shared inboxes, social and review management and a basic CRM and ticketing system; Contact Center adds dialers, workforce tools and analytics; and XBert is an AI agent sold per conversation. Nextiva says over 100,000 businesses use it (checked 2026-10-28).
HelloGrowthCRM is an AI CRM suite in which calls are part of the sale. Reps click to call from the lead, work lists in the power dialer, and get AI summaries on the record. AI voice agents answer and place calls, and deals, quotes and follow-ups come from the same record.
The tables on this page show both columns as of 2026-10-28. "Not listed" means Nextiva's own pages do not list the capability, and a plan name in its column means the capability starts on that plan or add-on.
To decide, separate the phone system from the sales process. If you need extensions, routing and a company directory, keep Nextiva. If your sellers need their calls, follow-ups and deals in one place, that is CRM work.
The 10 differences that decide it
What buyers comparing Nextiva ask about most. Each Nextiva cell links to Nextiva's own page.
| What you need | Why it matters | HelloGrowthCRM | Nextiva |
|---|---|---|---|
| Deal pipeline board | Every open deal, its stage and its value on one screen. | 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 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Bulk SMS | Reach a whole segment at once for offers, reminders and events. | Included (Growth plan) | Contact Center Professional and aboveSource, checked 2026-10-28 |
| AI answers missed calls | After-hours callers get an answer instead of voicemail. | Included (Growth plan) | XBert and aboveSource, checked 2026-10-28 |
| Website live chat | Visitors ask before they leave, and the chat becomes a lead. | Included (Growth plan) | Paid add-onSource, checked 2026-10-28 |
| Power dialer | Reps work a call list back to back instead of dialing one by one. | Included (Growth plan) | Contact Center Professional and aboveSource, checked 2026-10-28 |
| Custom reports | Managers answer their own questions about the pipeline. | Included (Growth plan) | Contact Center and aboveSource, checked 2026-10-28 |
| Call transcripts | Every word of a recorded call can be searched later. | Coming soon | IncludedSource, checked 2026-10-28 |
| HIPAA compliance | Protected health information needs a vendor that signs a BAA. | Not available | IncludedSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing Nextiva
Included in Growth. Each card says what the feature does not do yet.
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.
AI voice agents
AI agents that place and answer calls and run scheduled call campaigns, with results on the lead.
Limit: Voice and language coverage varies; test your accent and language on a call first.
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.
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.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
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.
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.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and Nextiva NEXT Core at $23 per user per month (billed monthly, from Nextiva's pricing page, checked 2026-10-28).
| Team size | HelloGrowthCRM | Nextiva NEXT Core |
|---|---|---|
| 5 users | $720 | $1,380 |
| 10 users | $1,440 | $2,760 |
| 25 users | $3,600 | $6,900 |
NEXT Core is $15 per user per month on an annual term; NEXT Engage, which adds live chat, is $50 monthly or $25 annually, and NEXT Scale is $75. XBert, Nextiva's AI agent, starts at $99 a month and bills $1.50 per conversation (nextiva.com/pricing, checked 2026-10-28). HelloGrowthCRM's figure covers the CRM and its calling features; call charges from the provider you connect are separate.
Try your own team size
Nextiva NEXT Core
$2,760 in year one
$23 per user per month, billed monthly.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
Nextiva 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 Nextiva
Sales teams look past Nextiva for three reasons.
The first is the CRM. Nextiva describes its NEXT Core CRM as basic, and its pages list no deal pipeline or quotes (Nextiva pricing, checked 2026-10-28). HelloGrowthCRM is a full CRM.
The second is dialing. Nextiva's progressive and predictive dialers sit in Contact Center Professional, sold by quote (checked 2026-10-28). HelloGrowthCRM includes a power dialer in Growth.
The third is AI priced in pieces. Nextiva sells XBert, its AI agent, with a monthly package and a per-conversation charge (checked 2026-10-28). HelloGrowthCRM includes AI voice agents in Growth, within an AI call quota.
Where Nextiva is stronger
- A full company phone system: numbers and extensions, skills-based routing, video, fax and desk phones.
- Social and review inboxes and a contact center with predictive dialing and workforce management.
- AI call transcription today, and live call monitoring on NEXT Scale; both are coming soon in HelloGrowthCRM.
- HIPAA compliance; HelloGrowthCRM is not HIPAA compliant.
Full capability comparison
48 capabilities in 10 groups. Open a group to see every row.
Records and pipeline (4)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Included |
| Create a lead manually | Included (Growth plan) | Included |
| Activity timeline | Included (Growth plan) | Included |
| Lead assignment and routing rules | Included (Growth plan) | Limited |
Calling and messaging (12)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Included |
| Two-way SMS | Via integration | Included |
| Bulk SMS | Included (Growth plan) | Contact Center Professional and above |
| Gmail sync | Via integration | Limited |
| Outlook and Microsoft 365 mail sync | Via integration | Limited |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Included |
| Transcription of recorded calls | Coming soon | Included |
| Live call transcription | Included (Growth plan) | Included |
| Power dialer | Included (Growth plan) | Contact Center Professional and above |
| Website live chat | Included (Growth plan) | Paid add-on |
| Inbox SLA and first-response tracking | Included (Growth plan) | Included |
AI (11)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Limited |
| AI call summaries | Included (Growth plan) | Included |
| AI inbound call answering | Included (Growth plan) | XBert and above |
| Live call coaching | Included (Growth plan) | Contact Center Professional and above |
| Conversation intelligence | Included (Growth plan) | Contact Center Premium and above |
| AI inbox autopilot | Included (Growth plan) | XBert and above |
| AI proposal generation | Included (Growth plan) | XBert and above |
| AI text-to-tasks | Included (Growth plan) | Included |
| AI governance and approval mode | Included (Growth plan) | XBert and above |
| AI answers from a knowledge base | Included (Growth plan) | XBert and above |
| Multiple prebuilt AI agents | Included (Growth plan) | XBert and above |
Automation (4)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Included |
| Sales journeys | Included (Growth plan) | Limited |
| Outbound webhooks | Via integration | Included |
| Public REST API | Included (Growth plan) | Included |
Sales execution (1)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Kanban deal board | Included (Growth plan) | Not available |
Quotes, invoices and payments (2)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Quotes | Included (Growth plan) | Not available |
| Online card payments | Via integration | Contact Center Premium and above |
Support and customer success (4)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Support ticketing | Included (Growth plan) | Included |
| Ticket auto-assignment | Coming soon | Included |
| Knowledge base | Included (Growth plan) | Contact Center and above |
| NPS surveys | Not available | Contact Center Professional and above |
Reporting (4)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Standard dashboards | Included (Growth plan) | Included |
| Report builder | Included (Growth plan) | Contact Center and above |
| Call analytics | Included (Growth plan) | Included |
| Inbox analytics | Included (Growth plan) | Included |
Security and admin (4)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Audit log | Included (Growth plan) | Contact Center and above |
| Single sign-on (SAML/OIDC) | Included (Growth plan) | NEXT Engage annual and above |
| SOC 2 certification | Included (Growth plan) | Included |
| HIPAA compliance | Not available | Included |
Mobile (2)
| Capability | HelloGrowthCRM | Nextiva |
|---|---|---|
| Native iOS and Android apps | Included (Growth plan) | Included |
| Push notifications | Included (Growth plan) | Included |
Sources for the Nextiva column (48)
Each Nextiva cell is checked against Nextiva'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: nextiva.com/pricing · checked 2026-10-28
- Create a lead manually: nextiva.com/pricing · checked 2026-10-28
- Activity timeline: nextiva.com/ · checked 2026-10-28
- Lead assignment and routing rules: nextiva.com/pricing · checked 2026-10-28
- Shared team inbox: nextiva.com/pricing · checked 2026-10-28
- Two-way SMS: nextiva.com/pricing · checked 2026-10-28
- Bulk SMS: nextiva.com/pricing · checked 2026-10-28
- Gmail sync: help.nextiva.com/article/nextiva-contact-center-gmail-oauth2-configuration · checked 2026-10-28
- Outlook and Microsoft 365 mail sync: nextiva.com/pricing · checked 2026-10-28
- Email sequences: nextiva.com/pricing · checked 2026-10-28
- Click-to-call dialer: nextiva.com/pricing · checked 2026-10-28
- Transcription of recorded calls: nextiva.com/pricing · checked 2026-10-28
- Live call transcription: nextiva.com/pricing · checked 2026-10-28
- Power dialer: nextiva.com/pricing · checked 2026-10-28
- Website live chat: nextiva.com/pricing · checked 2026-10-28
- Inbox SLA and first-response tracking: nextiva.com/pricing · checked 2026-10-28
- AI assistant chat over CRM data: nextiva.com/pricing · checked 2026-10-28
- AI call summaries: nextiva.com/pricing · checked 2026-10-28
- AI inbound call answering: nextiva.com/pricing · checked 2026-10-28
- Live call coaching: nextiva.com/solutions/ai-agent-assist · checked 2026-10-28
- Conversation intelligence: nextiva.com/pricing · checked 2026-10-28
- AI inbox autopilot: nextiva.com/ · checked 2026-10-28
- AI proposal generation: nextiva.com/products/xbert · checked 2026-10-28
- AI text-to-tasks: nextiva.com/ · checked 2026-10-28
- AI governance and approval mode: nextiva.com/products/ai-voice-agent · checked 2026-10-28
- AI answers from a knowledge base: nextiva.com/products/xbert · checked 2026-10-28
- Multiple prebuilt AI agents: nextiva.com/products/xbert · checked 2026-10-28
- Visual workflow automation: nextiva.com/pricing · checked 2026-10-28
- Sales journeys: nextiva.com/pricing · checked 2026-10-28
- Outbound webhooks: nextiva.com/solutions/enterprise · checked 2026-10-28
- Public REST API: nextiva.com/solutions/enterprise · checked 2026-10-28
- Kanban deal board: nextiva.com/pricing · checked 2026-10-28
- Quotes: nextiva.com/pricing · checked 2026-10-28
- Online card payments: nextiva.com/pricing · checked 2026-10-28
- Support ticketing: nextiva.com/pricing · checked 2026-10-28
- Ticket auto-assignment: nextiva.com/pricing · checked 2026-10-28
- Knowledge base: nextiva.com/resources/learn/knowledge-base-generative-ai · checked 2026-10-28
- NPS surveys: nextiva.com/pricing · checked 2026-10-28
- Standard dashboards: nextiva.com/pricing · checked 2026-10-28
- Report builder: nextiva.com/resources/learn/creating-custom-reports · checked 2026-10-28
- Call analytics: nextiva.com/products/customer-analytics · checked 2026-10-28
- Inbox analytics: nextiva.com/pricing · checked 2026-10-28
- Audit log: help.nextiva.com/knowledge-category/ncc · checked 2026-10-28
- Single sign-on (SAML/OIDC): nextiva.com/pricing · checked 2026-10-28
- SOC 2 certification: nextiva.com/pricing · checked 2026-10-28
- HIPAA compliance: nextiva.com/pricing · checked 2026-10-28
- Native iOS and Android apps: nextiva.com/pricing · checked 2026-10-28
- Push notifications: nextiva.com/products/review-management · checked 2026-10-28
Switch from Nextiva in 4 steps
- Export your contacts from Nextiva and your current CRM to CSV.
- Import them into HelloGrowthCRM and map each column on the import screen.
- Connect calling in HelloGrowthCRM and set up pipeline stages, sequences and an AI voice agent.
- Keep Nextiva for company phones and run both for a week before you move sales calling into the CRM.
Your data
Export Nextiva records to CSV and import them; the import screen maps each column. Custom objects and automations are rebuilt by hand.
Contract
Nextiva's lower prices are on annual terms, so check your renewal date before you drop seats. HelloGrowthCRM is $12 per user per month on the Growth plan.
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
Nextiva is a business phone system and customer-experience platform; HelloGrowthCRM is an AI CRM suite with CRM calling built in, not a full phone system. Choose Nextiva if you need extensions, call routing, a company phone system, video, fax or HIPAA. Choose HelloGrowthCRM if your sellers need calling, AI voice agents, follow-up and a pipeline on the same record, on the Growth plan. Many teams keep Nextiva for the office phones.
Want to see the difference?
See how HelloGrowthCRM compares to Nextiva 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