What Every HelloGrowthCRM Feature Does — and Who Should Use It

A unified record for every person and company your team sells to.

Keep your CRM clean by automatically finding and merging duplicate records.

Dynamic saved views that automatically group leads matching any criteria you set.

Automatically fill in missing company and contact data so reps never call blind.

Assign geographic or segment-based ownership so every lead reaches the right rep.

Route every incoming lead to the right rep instantly — no manager bottleneck.

Route every lead to the right rep automatically — by territory, product, deal size, score, and capacity.

Make and receive calls from inside the CRM — with every call auto-logged.

Send WhatsApp messages from inside the CRM — with every conversation auto-logged.

Send a WhatsApp template to hundreds of contacts at once — with reply tracking in the CRM.

Send, receive, and track emails from inside the CRM — with AI-assisted drafting.

Reach opted-in contacts via SMS for reminders, promotions, and re-engagement.

Know the moment a prospect opens your email or views your proposal — and follow up at the perfect time.

Multi-channel cold campaigns across email, WhatsApp, and SMS — all tracked in one pipeline.

Set up automated multi-step follow-up once — let the CRM execute it for every lead.

Automate the repetitive CRM admin tasks that drain your team's selling time.

Map the full lifecycle of a lead — from first touch to closed deal — with automatic stage transitions.

See every rep's calls, emails, WhatsApps, and deals in one dashboard — updated in real time.

Real-time AI hints during live calls and a post-call scorecard for every rep.

Every call automatically transcribed, speaker-labelled, and searchable across your entire team.

Give your sales team one place for all playbooks, objection guides, and product specs — accessible mid-call.

Real-time pipeline and team activity data — so you spot problems during the week, not on Friday.

Predict this month's revenue from real pipeline data — not gut feel.

Understand how fast deals move and where your team is winning and losing.

Generate professional, branded proposals from deal data in minutes — not hours.

Collect legally binding signatures on proposals, contracts, and NDAs — without leaving the CRM.

Collect deal payments through 6 gateways — directly from a deal or proposal in the CRM.

Automatically rank every lead by close probability — so reps always work the hottest opportunities first.

Deploy a 24/7 AI that makes real two-way calls to qualify leads and handle follow-up at scale.

Every call automatically summarised with key topics, objections, and recommended next steps.

Generate personalised, context-aware emails from CRM data in one click.

12 AI agents with configurable autonomy — from deal risk monitoring to voice calling — running 24/7.