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
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
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.
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.
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.
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.
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.
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
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.
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ExploreBuilt-in dialer
Call recording, AI call summaries and click-to-dial for outbound and callback work.
ExploreHelloGrowthCRM vs HubSpot
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ExploreUS pricing
Per-user pricing, the free forever plan and what is included at each level.
ExploreKeep 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.
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.
All AI features included on every paid plan. No add-ons.