HelloGrowthCRM tracks which realtors send you inspections and keeps you in front of them. Your report software keeps writing the reports.
Quick answer
Tracking which realtors refer the most inspections
Reaching newly licensed agents in your market
Returning buyer enquiries between scheduled inspections
Running monthly contact cadences with referral agents
Quoting radon, sewer scope and other ancillary services
Staying in touch with past clients for repeat work
Why this page exists
Most home inspection businesses are built on referral relationships. Buyers hire an inspector once, maybe twice in a decade. Real estate agents recommend one dozens of times a year. That makes the agent, not the homeowner, the relationship worth managing, and it is the relationship almost nobody manages properly. Agents tend to refer the inspector who answers the phone, shows up when promised and returns the report fast. Once you are on that shortlist, staying on it is a matter of consistent contact rather than talent. HelloGrowthCRM handles that side. Every booking enquiry is captured with its referral source recorded. Every agent who sends work is visible with what they have sent. Follow-up runs on a cadence rather than on whether you remembered during a busy inspection week.
The clear limitation: HelloGrowthCRM is not inspection report software and it does not produce reports. There are no templates, no comment libraries, no photo annotation, no defect narratives, no summary pages and no client-facing report delivery. If you use Spectora, HomeGauge or another inspection platform, keep it. That is where your inspections are written, and nothing here replaces it. What HelloGrowthCRM adds is the commercial layer around the work: capturing enquiries from your website and phone, recording which agent or past client referred each job, keeping structured contact with the agents on your list, quoting ancillary services, invoicing where you need it, and showing you which referral relationships actually produce bookings.
Common search intent
You know a handful of agents send you most of your work, but not exactly who or how many, so relationship time gets spread evenly rather than where it earns.
A buyer calls while you are in a crawlspace with no signal. The voicemail is returned that evening, by which point another inspector has taken the booking.
New agents in the market are the easiest to win, because they have no established inspector. Without a contact list and a cadence, you never systematically reach them.
You met an agent at an open house, promised to follow up, and never did. Three months later they are referring someone else and you cannot remember why.
Ancillary services like radon, sewer scope or mold testing get mentioned on the phone and forgotten, so the average job value stays lower than it should.
Past clients buy again and refer friends, but nobody stays in touch after the report is delivered, so that whole source of repeat work goes unworked.
Agents make the referral decision under pressure, usually inside a short inspection window on a contract. They pick the inspector they trust to answer, arrive and deliver. Two things influence that: how you handle the moment, and whether you have stayed visible since the last job. The dialer covers the moment, with call recording and AI summaries so a callback picks up where the last conversation ended. Automated email sequences and SMS cover the visibility, with a steady cadence to each agent rather than a burst of contact whenever work slows down. WhatsApp is there for agents who prefer it. Recurring reminder sequences prompt the human touches that email cannot do, the office visit or the personal call. All of it works from the mobile app, which matters when your office is a truck.
Best next step
See how email, SMS, tasks, and billing fit your workflow in one demo.
Connect your website booking form, your phone number and your messaging channels. Each enquiry arrives with the referring agent, past client or marketing source recorded, so the referral picture builds itself over time.
Import the agents you already work with and add the ones you want. Each becomes a record showing what they have referred and when you last spoke, instead of a name in a phone contact list.
Attach email sequences, SMS and recurring reminders to each agent relationship. Monthly contact happens whether or not you are in a busy inspection week, and drop-in visits get prompted rather than forgotten.
Send quotes for ancillary services and raise invoices from the job record. The inspection itself is scheduled and written in Spectora, HomeGauge or whatever report platform you already use.
Pricing
Twelve dollars per user per month on monthly billing, or ten dollars per user per month annually, with the dialer, lead scoring, sequences, quote builder, invoicing, mobile apps and reporting all included. There is a free forever plan, which is genuinely enough for a solo inspector running their own referral follow-up. Setup takes about 15 minutes. If you have grown to a few inspectors and want the agent marketing run properly, Growth Engine is the optional managed RevOps service that builds and operates it for you.
CRM for real estate
How the agents you rely on for referrals run their own pipelines and follow-up.
ExploreCRM for property managers
For inspectors doing rental, move-out and multi-unit condition work.
ExploreCRM for service businesses
The general build for small field service teams booking jobs by phone and form.
ExploreFollow-up sequences
How automated email, SMS and recurring reminder cadences are set up and run.
ExploreBuilt-in dialer
Call recording and AI call summaries for returning enquiries between inspections.
ExploreUS pricing
Per-user pricing, the free forever plan and what is included at each level.
ExploreSpectora and HomeGauge write the report. Nothing here changes that. What changes is everything around it: enquiries captured with the referring agent recorded, callbacks made with context, monthly contact that holds through a busy week, and a clear view of which relationships actually produce bookings. The free forever plan costs nothing, paid seats are $12 per user per month or $10 annually, and setup takes about 15 minutes.
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.
Voice Agent for Follow-Up
AI calls Home Inspectors prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for inquiry replies, proposal covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open opportunity gets worked until it is won or closed out.
AI Lead Scoring
Rank incoming home inspectors inquiries by value, source, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.