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CRM Software Philippines

CRM Software Philippines: See Every Lead, Deal, and Follow-Up in One Place

One pipeline for the calls, texts, emails, and social enquiries your Philippine business runs on — with AI scoring, SMS sequences, and a field-sales app. $10/user/month billed annually, free plan available.

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HelloGrowthCRM pipeline with SMS sequences and lead scores for a Philippine small business sales team

Quick answer

Is HelloGrowthCRM right for CRM Software Philippines?

Yes. HelloGrowthCRM gives CRM Software Philippines a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like enquiries scatter across the Facebook page, two Viber accounts, personal Messenger, and a Globe number — and the honest answer to 'how many leads did we get last month?' is nobody knows — rather than generic sales busywork.
  • One pipeline for every lead, whatever channel it arrived on — a logged Messenger enquiry, a Viber negotiation, an SMS reply, a call, or a form fill — with stage, peso value, owner, and next action visible
  • SMS sequences that actually fit the Philippines, where a text message still gets read when data is patchy — automated follow-ups, payment reminders, and appointment confirmations that go out on schedule
  • Built-in dialer with automatic call logging, so the calls that carry Filipino selling — friendly, frequent, and relationship-first — become searchable records with outcomes instead of vanishing airtime

See pricingBook a demo

01

An honest map of Philippine sales channels

Any CRM page that tells a Philippine SMB "your customers are on WhatsApp" has not done its homework. Filipino customers chat on Messenger and Viber, discover businesses on Facebook, respond reliably to SMS, and use email for corporate work. WhatsApp appears mainly where the Philippines meets the world: exporters, agencies with US clients, businesses serving OFWs and foreign partners. HelloGrowthCRM's automated channels are SMS, email, and WhatsApp Business API; Messenger and Viber conversations are logged against the lead in seconds rather than ingested automatically. That is the honest shape of the fit, and it covers the follow-up work that actually loses deals.

Why SMS is the quiet workhorse

The Philippines has been a texting culture for as long as mobile phones have existed here, and SMS still cuts through when data is slow or the customer is off social media. Automated SMS sequences — the day-two follow-up after a quote, the appointment reminder, the polite payment nudge — run without a rep touching a phone, and replies land back on the lead record.

02

Where each channel fits in a Philippine sales week

ChannelTypical role in the PhilippinesHow HelloGrowthCRM handles it
Facebook / MessengerDiscovery and first enquiryLead ads flow in; chats logged to the record
ViberOngoing groups and negotiationsKey points logged against the account
SMSFollow-ups, reminders, confirmationsAutomated sequences, replies captured
Phone callsRelationship-building and closingBuilt-in dialer with logged outcomes
EmailProposals and corporate dealsSequences with open and reply tracking
WhatsAppInternational clients and partnersNative Business API shared inbox
03

From Makati to Davao: selling across an archipelago

Philippine business geography is distinctive: head office in Makati or BGC, a branch in Cebu's IT Park, dealers in Davao and Cagayan de Oro, and field reps whose territories are separated by sea. In that layout a cloud CRM is the only way a manager sees the whole picture. The mobile app handles the field reality — GPS check-ins, offline capture where coverage is thin, same-day visibility in Manila — and peso values roll up by region, so "how is Visayas doing this quarter?" has a number instead of an anecdote.

04

The BPO effect: your buyers expect professional follow-up

A generation of Filipinos has worked in BPO and customer experience, and it shows in what buyers expect: fast first response, consistent follow-through, no repeated questions. The professionalism bar in Philippine B2B is set by people who have worked the other side of a CRM themselves. Meeting it with spreadsheets and chat apps works at five leads a week, then breaks exactly when the business starts to succeed. Teams that install pipeline discipline before the break grow through it; the rest spend a year rebuilding trust one apologetic follow-up at a time.

05

What it costs, in plain terms

HelloGrowthCRM is $10 per user per month billed annually, with a free plan available to start — deliberately priced so a Philippine SMB paying from peso-denominated revenue can treat it as a routine tool rather than a capital decision. Setup takes a day. There are no consultants, no servers, and no lock-in: your data exports to Excel whenever you want it. The sensible path is the one the free plan exists for — run a month of real leads through it and let the follow-up numbers make the decision.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Enquiries scatter across the Facebook page, two Viber accounts, personal Messenger, and a Globe number — and the honest answer to 'how many leads did we get last month?' is nobody knows.

    Everything lands in or gets logged to one pipeline. Social leads flow in automatically, calls and texts are captured, and Viber or Messenger chats take seconds to log. Lead count, response rate, and conversion become reports.One pipeline for every channel

  • Follow-up drowns in traffic and load. A rep spends three hours on EDSA between meetings, and the five follow-ups planned for the afternoon quietly become zero.

    Sequences do the routine chasing by SMS and email on schedule, and the mobile app turns dead time into admin time — the rep clears follow-ups from the passenger seat, and nothing depends on reaching a desk.Automated sequences plus mobile app

  • The best salesperson resigns for an offer abroad, and their clients, chat threads, and pipeline knowledge leave with them.

    Accounts, logged conversations, quotes, and call histories belong to the company record. Reassignment is one click, and the successor reads the whole story before making a single call.Company-owned account history

  • Management sees revenue only when it lands. Which campaigns, which reps, and which regions are actually producing is a debate, not a dashboard.

    Every deal carries its source and owner from capture to close. Win rates by channel, pipeline by region, and activity by rep are live numbers the Monday meeting can act on.Source and territory reporting

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • One pipeline for every lead, whatever channel it arrived on — a logged Messenger enquiry, a Viber negotiation, an SMS reply, a call, or a form fill — with stage, peso value, owner, and next action visible
  • SMS sequences that actually fit the Philippines, where a text message still gets read when data is patchy — automated follow-ups, payment reminders, and appointment confirmations that go out on schedule
  • Built-in dialer with automatic call logging, so the calls that carry Filipino selling — friendly, frequent, and relationship-first — become searchable records with outcomes instead of vanishing airtime
  • Email sequences for the formal half of the deal: proposals, quotations, and corporate follow-ups tracked with opens and replies, feeding the same pipeline as your calls and texts
  • WhatsApp Business API inbox for the deals where it matters — overseas clients, OFW buyers, and international partners — attached to accounts like every other channel
  • Quick conversation logging for Viber and Messenger threads: paste the key points and agreed price against the lead in seconds, so the channels Filipinos actually chat on still leave a company record
  • AI lead scoring that ranks new enquiries by engagement and fit, so a small Makati team spends the morning on the ten leads most likely to close instead of working the sheet top to bottom
  • Mobile field-sales app with GPS check-in for reps covering Metro Manila traffic, Cebu, Davao, or provincial routes — visits logged on site with notes and photos, syncing when the signal returns
  • Facebook and Instagram lead ads flowing straight into the pipeline with source recorded, which matters in a market where social media is the storefront for most SMBs
  • Deal values and quotes tracked naturally in PHP, with dollar deals supported for the many Philippine businesses serving US and international clients across time zones
  • Duplicate merging across numbers and emails, so the customer who texted in June and messaged the page in July is one relationship
  • Per-rep dashboards showing calls, texts, visits, and deals moved, giving a working manager real visibility without demanding end-of-day reports from the team
Compare HelloGrowthCRM to HubSpot, Salesforce & more

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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