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CRM Software Sri Lanka

CRM Software Sri Lanka Built for Teams That Sell on WhatsApp and Phone

One pipeline for WhatsApp enquiries, calls, rates and follow-up, with AI lead scoring and a mobile app for teams working outside Colombo. Free plan available, paid from $10/user/month billed annually.

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HelloGrowthCRM pipeline board showing WhatsApp conversations, call logs and AI lead scores for a Sri Lankan sales team

Quick answer

Is HelloGrowthCRM right for CRM Software Sri Lanka?

Yes. HelloGrowthCRM gives CRM Software Sri Lanka 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 arrive on three personal WhatsApp numbers and the office landline, so nobody can say how many came in this week or how many were answered — rather than generic sales busywork.
  • Shared WhatsApp Business API inbox on one company number, so an enquiry answered by a colleague on Saturday is still visible to the account owner on Monday
  • Built-in dialer that logs every call on the lead with duration, outcome and a next-action date, because most Sri Lankan deals are still agreed on the phone
  • AI lead scoring that ranks enquiries by reply speed, engagement and message content, so a two-person team knows which five of forty leads deserve the first calls

See pricingBook a demo

01

Follow the life of one Sri Lankan enquiry

Someone messages your WhatsApp on Sunday evening asking for a rate. An executive replies on Monday, then rings to explain the options. A quote goes out by email or as a photograph of a printed sheet. The customer says they will confirm. And then, in a great many businesses, the trail ends. Nothing is wrong with any single step; what is missing is a record that survives between them.

Where the enquiry usually falls over

The message is on one handset. The call is in a phone log nobody reads. The rate is in an email folder or a photo gallery. The promised follow-up existed only as an intention. A CRM does not make the team work harder here; it makes the four fragments into one record with an owner, a value and a date for the next action.

02

What changes at each stage when the pipeline is shared

StageWhat usually happensWith HelloGrowthCRM
Enquiry arrivesLands on a personal phoneCreates a lead in the shared inbox
First replyWhoever is free answersAnswered and owned, with a timestamp
Discovery callRemembered, not recordedLogged with outcome and next action
Rate or quote sentEmail folder or photoAttached to the deal with a date
Customer goes quietForgotten after a weekSequence fires, deal flagged as stalled
Won or lostKnown only to the repRecorded with a reason, visible in reports
03

WhatsApp first, because that is where Sri Lankan customers are

Whether you sell hotel rooms, construction materials, apparel capacity, tuition or professional services, the first contact is usually a WhatsApp message. The channel is not the problem. The problem is that it sits on a personal handset, invisible to the business and impossible to hand over.

Connecting a business number through the WhatsApp Business API puts the same conversations on the lead record, where the call log, the rate and the next action also live. Customers notice nothing at all. Internally, a colleague can take over a negotiation and read precisely what was promised, which is the difference between a handover and a fresh start.

04

Two clocks in one company: local business and export

Many Sri Lankan companies run a fast local motion and a slow international one at the same time. Colombo enquiries close in days over chat and phone. Apparel, tea, spice and IT services deals with overseas buyers run for months over email, with samples, specifications and long silences that mean nothing on their own.

Running both from one file is how forecasts become fiction. Separate pipelines with their own stages, currency set per deal in LKR or dollars, and email sequences on the slow side keep the two honest without doubling the admin. The tourism season adds a third rhythm, where enquiry volume arrives in waves and the only thing that matters is answering fast.

05

Cost, and a sensible starting order

HelloGrowthCRM is $10 per user per month billed annually, and a free plan is available so you can prove the habit before spending. Because billing is in US dollars, check the exchange rate and your bank charges for international payments before rolling out to everyone. Start by importing contacts and getting every live enquiry onto the board with an owner and a date. Connect WhatsApp next. Add scoring and sequences last, once the board is a fair picture of the business.

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 arrive on three personal WhatsApp numbers and the office landline, so nobody can say how many came in this week or how many were answered.

    One business number and one logged phone line feed a single pipeline. Every message and call creates or updates a lead, so enquiries received and replied to becomes a report rather than an argument.Unified enquiry capture

  • A rate is sent, the customer says they will confirm, and three weeks pass before anyone notices nothing happened.

    Every deal carries a next action and a date. When a deal goes quiet a sequence sends the follow-up automatically and the stalled deal appears on a daily list for the owner.Stalled deal follow-up

  • Two executives call the same lead because the enquiry came in twice, once by message and once by phone.

    Duplicate detection matches on phone number and email, merging the enquiry into one record with one owner, one history and one next action.Duplicate detection

  • When a salesperson leaves, the relationship, the quoted rates and the chat history leave on their handset.

    Conversations, calls and quotes attach to the company record rather than a phone. Reassignment is a click, and the incoming owner reads the whole history before making contact.Account-level history

What you get

Why teams choose HelloGrowthCRM

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

  • Shared WhatsApp Business API inbox on one company number, so an enquiry answered by a colleague on Saturday is still visible to the account owner on Monday
  • Built-in dialer that logs every call on the lead with duration, outcome and a next-action date, because most Sri Lankan deals are still agreed on the phone
  • AI lead scoring that ranks enquiries by reply speed, engagement and message content, so a two-person team knows which five of forty leads deserve the first calls
  • Automated follow-up sequences over WhatsApp, email and SMS, so the guest or buyer who asked for a rate and went quiet is chased on a schedule, not on memory
  • Pipeline boards with your own stage names, so an enquiry can move through enquiry, rate sent, site visit, negotiation and confirmed exactly as your team already describes it
  • Deal values in LKR for local business and in US dollars or euros where you sell abroad, so export and tourism enquiries do not need a separate spreadsheet
  • Mobile app with GPS check-in for reps covering Kandy, Galle or the Katunayake industrial belt, so a customer visit becomes a timestamped record with notes and photos
  • Web form and Facebook or Instagram lead capture into the same pipeline, because a large share of local demand starts as a social message rather than an email
  • Duplicate detection across phone numbers and email addresses, so a customer who messages today and calls tomorrow becomes one record instead of two competing follow-ups
  • Spreadsheet import with column mapping, so the Excel list your team maintains becomes the working database in an afternoon rather than being retyped
  • Reporting on enquiries received, replied to, quoted and won by rep and by month, so a review meeting starts from the board instead of four personal recollections
  • Role-based permissions and change logging, so a new executive sees only assigned leads while directors keep the full pipeline and the export rights

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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Prefer email? Write to sales@hellogrowthcrm.com