Skip to content

    Frequently asked questions

    Everything you need to know about HelloGrowthCRM — pricing, AI, security, integrations, and more.

    What is HelloGrowthCRM?

    HelloGrowthCRM, also written as Hello Growth CRM, is the same AI-powered CRM platform with optional done-for-you revenue operations. Built by Soor LLC in the USA, it combines lead management, sales automation, and predictive analytics — and offers managed RevOps specialists who run your follow-up, pipeline hygiene, and reporting. Self-serve or fully managed, you choose.

    Who is HelloGrowthCRM for?

    HelloGrowthCRM is built for sales teams, small businesses, B2B companies, and founders. Whether you're a solo founder who needs someone to manage your pipeline (Growth Engine) or a 200-person sales org running enterprise pipelines (Software Only), HelloGrowthCRM scales to fit.

    What are Managed RevOps Specialists?

    Our Managed RevOps Specialists are trained revenue operations professionals who operate inside your HelloGrowthCRM instance. They handle lead follow-up, inbox triage, pipeline cleanup, and weekly reporting — with a same-business-day SLA. Learn more about Managed RevOps →

    How does HelloGrowthCRM use AI?

    HelloGrowthCRM uses AI for lead scoring, email drafting, call summarization, predictive deal forecasting, and natural-language data queries. The AI works out of the box — no configuration or technical skills required.

    How long does it take to set up HelloGrowthCRM?

    Most teams are up and running in under 15 minutes with the Software Only plan. For managed tiers, our team handles full CRM setup and onboarding during the first week.

    Can I migrate from my current CRM?

    Yes. HelloGrowthCRM supports imports from Salesforce, HubSpot, Pipedrive, and CSV files. Our managed service tiers include free migration assistance. Use our free CRM migration checklist →

    What integrations does HelloGrowthCRM support?

    HelloGrowthCRM integrates with Twilio, ElevenLabs, Google Calendar, WhatsApp, Slack, Gmail, Zapier, and more. Our webhook system connects to virtually any third-party tool. See all integrations →

    Is my data secure with HelloGrowthCRM?

    Yes. HelloGrowthCRM is SOC 2 Type II certified with AES-256 encryption at rest, TLS 1.3 in transit, and daily backups in US data centers. Learn more about our security →

    What is HelloGrowthCRM's pricing?

    Free Plan ($0) to get started. Software Only starts at $10/user/mo. Growth Engine (managed follow-up) is $1,500/mo flat. RevOps Partner (full pod) is $4,000/mo flat. All paid plans include a 14-day free trial and 30-day money-back guarantee. Visit pricing for details →

    How does HelloGrowthCRM compare to HubSpot or Salesforce?

    HelloGrowthCRM bundles features that HubSpot and Salesforce charge extra for — including AI insights, built-in dialer, and WhatsApp messaging — plus optional managed execution that neither competitor offers. See detailed comparisons →

    Is HelloGrowthCRM really free?

    Yes. HelloGrowthCRM offers a genuinely free plan with up to 200 leads, pipeline Kanban, task boards, basic email templates, and scheduling. No credit card required, no time limit. Paid plans start at ₹99/user/mo with a 14-day free trial and 30-day money-back guarantee.

    Is HelloGrowthCRM better than HubSpot for small business?

    For small sales teams, HelloGrowthCRM includes AI lead scoring, a built-in dialer, WhatsApp messaging, and email automation at a fraction of HubSpot's cost. Features that HubSpot charges extra for - like advanced AI, calling, and SMS - come included in HelloGrowthCRM's base plan.

    Can HelloGrowthCRM replace Salesforce?

    For small and mid-size businesses, yes. HelloGrowthCRM covers lead management, pipeline tracking, sales forecasting, email automation, and AI insights - without the enterprise complexity and pricing of Salesforce. Teams can migrate from Salesforce in minutes using our CSV import or migration assistance.

    What is the best free CRM for small business in 2026?

    HelloGrowthCRM's Free Plan is one of the best free CRMs available in 2026. It includes contact management, pipeline Kanban, task boards, email templates, and scheduling - with no credit card or time limit. For teams that need AI scoring and a dialer, the Software Only plan starts at ₹99/user/mo.

    Does HelloGrowthCRM have a built-in phone dialer?

    Yes. HelloGrowthCRM includes a Twilio-powered click-to-call dialer with automatic call logging, AI call summaries, voicemail drop, call recording, and real-time analytics - all built directly into the CRM at no extra cost.

    Does HelloGrowthCRM support WhatsApp and SMS?

    Yes. HelloGrowthCRM includes built-in two-way WhatsApp and SMS messaging. Send and receive messages directly from lead and contact records, create automated text sequences, and track every conversation in your CRM timeline.

    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.