Marketing and sales agencies manage multiple client pipelines simultaneously. Without the right CRM, team members waste time toggling between spreadsheets, client accounts, and communication tools. Confusion spreads: who owns which deal, what's the contract value, when does the retainer renew?
The challenge is finding a CRM that isolates client data while keeping your agency dashboards unified. Most CRMs either treat every client as a separate account (forcing you to buy multiple licenses) or mix client data with no visibility control.
HelloGrowthCRM solves this with multi-client workspaces. Your team sees only the accounts assigned to them, retainer tracking keeps revenue forecasts accurate, white-label reports let you deliver professionally to clients, and unified dashboards help you manage portfolio health. You get the structure agencies need without the complexity enterprise CRMs impose.
Everything you need to manage client relationships, track revenue, and deliver results.
Isolate each client's pipeline and contacts. Team members only see the accounts assigned to them.
Control who sees what. Managers view all accounts, reps see only their assigned clients, clients see whitelabeled reports.
Share professional pipeline and performance reports branded with your agency name. Impress clients without showing HelloGrowthCRM.
Track retainer contracts, MRR, renewal dates, and contract end dates in your pipeline. Forecast annual retainer revenue.
Email, SMS, and WhatsApp built in. Keep client conversations in context within the CRM.
Real-time views of client pipeline, win rates by client, revenue forecast, and team utilization across accounts.
Automate lead assignment by account, trigger follow-ups by client type, send renewal alerts before contract end.
Timeline management, milestone tracking, and deliverable checklists to keep projects on track with clients.
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
AI Proposal Builder
Generate scoped, branded proposals from your service templates — first draft in under 2 minutes, not 2 hours.
Smart Compose for Client Comms
AI writing assist for retainer renewal emails, project updates, and upsell outreach — right inside the CRM.
Agentic Follow-Up Sequences
Set deal-stage triggers and let AI draft the next follow-up email, WhatsApp, or call task — approved or sent automatically.
Deal Risk for Retainer Pipeline
Flag retainer accounts showing declining engagement before they issue a 30-day notice.
All AI features included on every paid plan. No add-ons.