US B2B & Property Services USA

Close more managed services agreements without living in your PSA

HelloGrowthCRM handles the new-business and QBR upsell pipeline for US MSPs. Your PSA and RMM keep doing service delivery. Setup takes about 15 minutes.

Quick answer

Does HelloGrowthCRM replace ConnectWise Manage or Autotask?

No, and you should not try to make it. HelloGrowthCRM is not a PSA. It has no service board, no ticketing, no SLA tracking, no technician time entry and no contract billing engine. Everything your PSA does after an agreement is signed stays in your PSA. HelloGrowthCRM sits in front of it and owns the part your PSA was never designed for: finding new managed services clients, running proposals, and following up on the upsell openings raised during quarterly business reviews.

Outcome-first workflow$12 per user per month, or $10 on annual billing pricingEmail and SMS follow-up

Industry Use Cases

Converting break-fix clients to monthly managed agreements

Tracking co-managed IT pilots through to full contracts

Following up EDR and backup upsells raised in QBRs

Working outbound lists of local SMBs by phone

Managing proposal and RFP deadlines for larger accounts

Recording which partners and clients send referrals

Why this page exists

Most MSPs run a disciplined service desk and a loose sales process. ConnectWise Manage, Autotask or Halo tracks tickets, contracts and technician time. Datto, Kaseya and NinjaOne watch the endpoints. None of that was built to chase a prospect who asked about co-managed help in March and went quiet in April. So the pipeline lives in a spreadsheet, a notebook and one owner's memory. HelloGrowthCRM is the sales layer that sits in front of the stack. Web form, phone and messaging enquiries land in one place. Deals move through stages you name yourself, from first conversation to signed agreement. The dialer records calls and writes AI summaries, so a follow-up is never rebuilt from scratch. Your PSA still owns delivery. This owns the conversations that happen before delivery starts.

Being direct about the boundary: HelloGrowthCRM is not a PSA and it is not an RMM. There is no ticketing, no service board, no remote monitoring, no agent deployment, no patching, and no time-and-materials billing against a managed services agreement. If you need to invoice contracted seats and endpoints at agreed rates, that stays in ConnectWise, Autotask, Kaseya or your billing tool. Keep them. What tends to be missing is everything upstream. The break-fix client you have been nudging toward a full agreement for two years. The QBR where you flagged an EDR gap and nobody followed up. The proposal a law firm asked for by Friday. That is the work this handles: capture, qualify, quote, follow up, close, and report on it honestly.

Common search intent

CRM for MSPsbest CRM for managed service providers in the USCRM that works with ConnectWise Manage and Autotask PSAhow to track MSP new business pipeline separately from ticketsMSP QBR upsell tracking softwaresales CRM for co-managed IT service providers

Why teams evaluating CRM for MSPs want a simpler system

New-business leads arrive by web form, phone and email, then scatter across inboxes. The engineer who took the call is on a ticket, so the enquiry sits untouched for three days.

Your PSA reports on tickets closed and hours billed, not on how many managed services proposals are open, what they are worth, or which stage each one is stuck in this quarter.

QBRs surface real upsell openings like EDR, backup testing or a firewall refresh, but the notes stay in a slide deck and nobody builds a follow-up sequence around any of them.

Break-fix clients that should convert to a monthly agreement get chased whenever someone remembers. There is no repeating cadence, so the conversation restarts from zero every time.

Proposals are rebuilt in Word for every prospect. Version control is guesswork, and nobody can say which quotes are outstanding or how long they have been sitting unanswered.

Referrals from accountants, VARs and existing clients drive real revenue, but nobody records where each deal came from, so partner relationships get thanked at random.

Challenge → solution → result

Common Managed Service Providers problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: New enquiries scatter across inboxes and voicemailSolution: Lead capture from web forms, phone and messaging into one queueResult: Every enquiry has an owner and a timestamp instead of a maybe

Challenge: Nobody knows the real value of open managed services proposalsSolution: Pipeline stages with deal value plus reporting dashboardsResult: One screen shows what is open, what it is worth and what is stale

Challenge: QBR upsell actions never get followed upSolution: Deals created from QBR openings plus recurring reminder sequencesResult: Follow-up happens on a schedule rather than from memory

Challenge: Break-fix prospects go cold between conversationsSolution: Automated email sequences with SMS and WhatsApp follow-upResult: A steady cadence keeps the agreement conversation alive

Challenge: Proposals are rebuilt from scratch every timeSolution: Quote and proposal builder with reusable contentResult: Faster turnaround and a clear view of which quotes are outstanding

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Inbound enquiry from your website, phone line or chatLead capture from web forms, phone and messaging into a single queue

Sorting tyre-kickers from a serious multi-seat opportunityAI lead scoring that ranks new enquiries before anyone calls back

Moving a prospect from discovery to signed agreementPipeline with stages you define, from first call to closed won

Outbound calling into local SMBs and vertical listsBuilt-in dialer with call recording and AI call summaries

Following up after a QBR upsell conversationRecurring reminder sequences tied to the account owner

Nurturing break-fix clients toward a monthly agreementAutomated email sequences plus SMS and WhatsApp follow-up

Sending a managed services proposal or co-managed scopeQuote and proposal builder with reusable content

Billing a project deposit or onboarding feeInvoicing for one-off items raised straight from the deal

Knowing which partners and clients send you workReferral-source tracking on every lead and closed deal

Connecting the sales layer to your PSA and marketing toolsNative connectors, Zapier and an open API

Email + SMS follow-up

Where MSP deals actually get won: the phone, the inbox and the QBR

MSP sales is not high-volume. It is a small number of accounts worked patiently over months, usually by an owner or a single salesperson who is also doing three other jobs. That makes the channel mix specific. The dialer covers outbound to local businesses and warm callbacks, with recording and AI summaries so a conversation from six weeks ago is one click away. Automated email sequences carry the long nurture on break-fix clients who are not ready yet. SMS and WhatsApp handle the quick confirmations that email loses. Web forms and messaging catch inbound from your site and your Google listing. Recurring reminder sequences make QBR follow-up something that happens on a date rather than when someone remembers. Everything is logged against the account, visible on the mobile apps, and reported in dashboards you can read in a minute.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

Connect your lead sources

Point your website forms, phone number and messaging channels at HelloGrowthCRM. Every new enquiry lands in one queue with its source recorded, so you can tell a referral from a paid click without guessing about it later.

Build the stages you actually use

Name your pipeline after your real sales motion: discovery call, network assessment, proposal sent, agreement out for signature. Deals move by drag or from the mobile app, and each stage shows total value and age.

Automate the follow-up you keep forgetting

Attach email sequences, SMS and recurring reminders to slow-moving deals and QBR actions. The break-fix client you want on an agreement gets a steady cadence instead of a message whenever you happen to think of it.

Report, then hand delivery to the PSA

Dashboards show open proposal value, stage ageing, win rate and referral sources. When an agreement is signed, onboarding and ongoing service delivery go to ConnectWise, Autotask or whichever PSA you already run.

Pricing

$12 per user per month, or $10 on annual billing

Flat per-user pricing with no sales-edition upgrade path and no separate charge for the dialer, sequences or reporting. Monthly billing is $12 per user per month; annual billing brings it to $10 per user per month. There is a free forever plan, which suits a two-person MSP where the owner handles every sales conversation. Setup takes about 15 minutes. Growth Engine, our optional managed RevOps service, is there if you would rather have someone else build and run the pipeline for you.

What an MSP needs from a sales CRM versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM

Clear separation between sales pipeline and service deliveryBuilt as the layer in front of your PSA, with no attempt to replace ticketing or RMMBlurs sales and support modules, so tickets and deals compete for the same screen

Outbound calling with recordings and summaries includedDialer, call recording and AI call summaries included in the per-user priceCalling is usually a paid add-on or a separate integration to buy and maintain

Long nurture cycles for break-fix to managed conversionEmail sequences, SMS, WhatsApp and recurring reminders on the same recordMarketing automation sits in a higher tier or in a separate product

Proposals and one-off invoices from the deal recordQuote builder and invoicing included, with no extra module to licenseQuoting and billing are add-ons, or pushed out to a third-party tool

Honest reporting a working owner can readDashboards covering open value, stage ageing, win rate and referral sourceReport builders that need admin time before they show anything useful

Pricing that suits a small technical teamFlat per-user pricing with a free forever plan and no sales edition upgradeSeat minimums and tier jumps that penalise adding a second salesperson

Useful next steps

CRM for IT services

The broader IT services build, covering project work and support businesses beyond pure managed services.

Explore

CRM for IT consultants

For advisory and vCIO-led firms selling assessments and roadmaps rather than monthly agreements.

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RevOps for IT companies

How the Growth Engine managed service builds and runs pipeline for technology firms.

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Built-in dialer

Call recording, AI call summaries and click-to-dial for outbound and callback work.

Explore

HelloGrowthCRM vs HubSpot

A straight comparison for MSPs weighing per-user pricing against HubSpot's tiered Sales Hub.

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US pricing

Per-user pricing, the free forever plan and what is included at each level.

Explore

Frequently asked questions

No. HelloGrowthCRM is not an RMM. It does not deploy agents, monitor endpoints, push patches, run scripts or alert on device health. Keep Datto, Kaseya, NinjaOne, N-able or whatever you already run. Those tools tell you what is happening on client networks. HelloGrowthCRM tells you what is happening in your sales pipeline: which proposals are open, which prospects have gone quiet, and which QBR actions still need a follow-up call this week.

A QBR usually produces two or three real openings: an EDR gap, an unsupported server, a backup that has never been tested, a licensing tidy-up. In most MSPs those land in a slide deck and die there. Here you create a deal for each opening, put it on a stage, and attach a recurring reminder sequence and an email cadence. The follow-up then happens on a date rather than whenever the account manager remembers, and the dashboard shows what is still open.

Not against a managed services agreement, no. That is contract billing and it belongs in your PSA, where seat counts, endpoint counts and contracted rates already live. HelloGrowthCRM includes invoicing for one-off items you raise from a deal, such as a project deposit, an onboarding fee or a hardware line. If you need to reconcile contracted seats and endpoints at agreed rates every month, keep doing that in ConnectWise, Autotask or Kaseya.

It works for the way MSPs actually call: a modest list of local businesses, warm referrals and callbacks, worked carefully over time. Calls are recorded and AI writes a summary, so when a prospect rings back in six weeks you can read what was discussed rather than reconstructing it. That matters when the owner is selling between service escalations. Numbers, recordings and summaries all sit on the account record and are available from the mobile apps.

There are native connectors, a Zapier connection and an open API. Most MSPs use those to push a closed-won deal into onboarding, sync company records, or fire a notification into a channel the team already watches. Because MSPs are technical, the API route is usually the practical one for anything specific. What HelloGrowthCRM will not do is pretend to be a two-way replica of your PSA database, and you should be wary of any CRM that claims it is.

Twelve dollars per user per month on monthly billing, or ten dollars per user per month if you pay annually. That includes the dialer, AI lead scoring, sequences, the quote and proposal builder, invoicing, mobile apps and reporting dashboards. There is also a free forever plan, which is often enough for a small MSP where one owner handles every sales conversation. You can add seats for a salesperson or a vCIO later without moving to a different edition.

Setup takes roughly 15 minutes: connect your forms and phone number, name your pipeline stages, import your prospect list. Most MSPs are working real deals the same day. Growth Engine is the optional managed RevOps service, where our team builds the pipeline structure, writes the follow-up sequences and keeps the reporting honest. It suits MSPs who know their sales process is under-managed but have no intention of hiring a full-time RevOps person to fix it.

Put your MSP pipeline somewhere you can see it

Keep ConnectWise, Autotask, Datto or NinjaOne exactly as they are. Add the sales layer they were never built to be. Capture enquiries, work deals through real stages, automate the follow-up you keep forgetting, and see open proposal value on one dashboard. Setup takes about 15 minutes, the free forever plan costs nothing, and paid seats are $12 per user per month or $10 on annual billing.

AI & Intelligence

AI Features Built for Managed Service Providers

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 Managed Service Providers 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 managed service providers inquiries by value, source, and response speed so the team works the best ones first.

Explore AI Agents

All AI features included on every paid plan. No add-ons.