How to set up your HelloGrowthCRM account
Step-by-step guide to creating your HelloGrowthCRM account, verifying your domain, and configuring your workspace. Live in 5 minutes.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Getting Started section to browse more guides, compare related tasks, and choose a better starting point.
View all Getting Started guidesSetting up your HelloGrowthCRM account takes about five minutes — we'll walk through creating your workspace, verifying your domain, choosing your plan tier, and confirming your billing region (INR for India, USD elsewhere).
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •A business email address (use a custom domain like you@yourcompany.com, not Gmail)
- •Your company name and approximate team size
- •A credit/debit card or UPI ID if you plan to upgrade past the free trial
- •About 5 minutes of uninterrupted setup time
- 1
Visit the signup page
Go to hellogrowthcrm.com/free-trial and click Start your free trial. The 14-day trial gives full Growth-plan access — no credit card required.
- 2
Enter your business email
Type your work email and click Continue. We send a 6-digit OTP. Check spam if it doesn't arrive in 60 seconds.
- 3
Choose your workspace name and subdomain
Pick a workspace name (e.g., Acme Sales) and a permanent subdomain like acme.hellogrowthcrm.com. Lowercase, hyphens allowed.
- 4
Select billing region
Choose India (INR) or International (USD). India billing applies 18% GST and supports Razorpay (UPI/net-banking/cards).
- 5
Pick your plan tier
HelloGrowthCRM offers four India plans: Free Forever (₹0, no card needed), Starter, Growth, and Enterprise. The Growth plan (₹899/user/month billed annually) is the most popular and unlocks the built-in dialer, bulk WhatsApp, and AI lead scoring with a 14-day free trial. Check the pricing page for current rates, since plans and prices can change.
- 6
Complete the onboarding wizard
4-step wizard: industry, primary use case, team size, and lead sources. These pre-configure dashboards and integrations.
- 7
Confirm your dashboard loads
You land on the home dashboard with empty-state widgets. Bookmark your subdomain for future logins.
Frequently asked questions
Do I need a credit card to start the trial?▾
No. The 14-day Growth trial requires only an email. You'll be asked to add a payment method when you upgrade or when the trial ends.
Can I change my subdomain later?▾
The subdomain is permanent. To change it, you'd need to export your data, delete the workspace, and create a new one.
What happens to my data after the trial ends?▾
Your data is preserved for 90 days in read-only mode if you don't upgrade. After 90 days, it's permanently deleted per our retention policy.
Can I have multiple workspaces?▾
Yes — each workspace is billed separately. Use the workspace switcher (top-left avatar dropdown) to move between them.
Is my data hosted in India?▾
Yes. Our India region runs on Supabase + AWS Mumbai (ap-south-1). International accounts default to AWS US-East.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Getting Started or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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