CRM FAQ — Pricing, AI Scoring, Setup

How to use this FAQ page

This FAQ is designed for buyers, operators, and current evaluators who want quick answers before starting a trial or booking a call. The questions below cover the areas that usually come up first: pricing, AI, migrations, integrations, security, calling, WhatsApp, and the difference between self-serve software and managed RevOps support.

If you are comparing HelloGrowthCRM with another CRM, use these answers to narrow down the decision criteria that matter most to your team. Some companies care most about total cost, some care about workflow fit, and others care about whether AI, dialer, messaging, and reporting are bundled in one system or split across add-ons.

What is HelloGrowthCRM?

HelloGrowthCRM, also written as HelloGrowthCRM, 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 import my leads from Excel or another CRM?

Yes. Upload your Excel or CSV file and map columns in one step — most teams finish setup the same afternoon. HelloGrowthCRM also supports imports from Salesforce, HubSpot, and Pipedrive, and 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 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 14-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 ₹899/user/mo with a 14-day free trial and a 14-day money-back window on annual plans (7-day on monthly renewals). Start with the free plan →

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. Compare with HubSpot →

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. Compare with Salesforce →

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 ₹899/user/mo. Explore the free CRM plan →

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. See dialer features →

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. See WhatsApp messaging →

Does HelloGrowthCRM work on mobile?

Yes — HelloGrowthCRM has iOS and Android apps with lead capture, click-to-call, and WhatsApp follow-up on the go, so field reps can log visits and managers can watch the pipeline live.

Find the right answer fast

Three shortcuts save the most time. First, scan the accordion above by theme — product basics sit at the top, then plans, AI, data, and support. Second, if your question is about a specific capability, the features overview and integrations directory answer it in more depth than a short FAQ ever could. Third, for hands-on tasks like importing leads or connecting WhatsApp, the step-by-step guides in the help center include screenshots, time estimates, and common fixes.

Does the free plan include calling and WhatsApp?

Yes. The free plan ships with the built-in dialer and WhatsApp messaging enabled, not as paid add-ons. You can call leads, log conversations, and send WhatsApp follow-ups from day one without entering a credit card.

Can it capture leads from IndiaMART and JustDial?

It can. Enquiries from IndiaMART, JustDial, Facebook, and web forms land in one queue with source tags, so reps stop copying buyer details from portal emails into spreadsheets and nothing slips between channels.

What does AI lead scoring actually do?

It ranks every open lead by likelihood to convert using engagement signals — calls answered, messages replied to, deal stage, and recency — so reps work the hottest enquiries first instead of dialing top-down through a list.

We bought a CRM before and the team never used it. Why would this stick?

Adoption usually fails when reps have to leave their workflow. Because calling, WhatsApp, and follow-up reminders live inside the same screen as the lead record, updating the CRM happens as a side effect of doing the work.

How is it priced for Indian teams?

Indian teams pay Rs.899 per user per month, or Rs.8,990 per user per year — roughly two months free on annual billing. Every paid plan starts with a trial, and the free plan has no expiry. See the pricing page for full plan contents.

Is there help if we get stuck mid-setup?

Yes. Start with the help center's setup guides, then contact the team for onboarding assistance, data migration questions, or workflow advice. Paid plans include guided onboarding support during the first weeks.

Pricing & plans

Use the FAQ if you want a quick explanation of free plan limits, paid tiers, and what is included before reading the full pricing page.

See pricing →

Comparisons & fit

If your team is choosing between CRMs, the FAQ helps with common objections while the comparison pages go deeper on trade-offs and rollout style.

Compare CRMs →

Setup & support

Questions about implementation, migration, integrations, or support are usually easiest to clarify after reviewing the FAQ and then contacting the team with your context.

Frequently asked questions