How to do anything in HelloGrowthCRM
Step-by-step guides for every feature: leads, pipeline, calling, WhatsApp, AI agents, integrations, and more. Search directly or browse by category.
13
Help categories
65
Published how-to articles
6
Recently refreshed guides
Get answers faster
The help center is structured for quick execution, whether you are onboarding a team, fixing a workflow issue, or learning a feature for the first time.
Search by task, not by menu
Look up what you are trying to do such as assign leads, set up calling, connect WhatsApp, or automate follow-ups.
Follow guided walkthroughs
Each article is structured for execution: what you need, the steps to take, common issues, and related next actions.
Escalate when you are blocked
If the docs do not resolve your issue, reach out for onboarding, setup help, or troubleshooting support.
The help center works best when teams search by the job they are trying to complete rather than the product menu they remember. A good support library should reduce setup time, make daily execution easier, and help new team members learn the platform without depending on tribal knowledge.
These guides are especially useful during onboarding, migration, workflow changes, and feature rollouts because they connect product areas such as calling, AI, automation, and admin settings to the exact steps teams need to take next.
Explore the full help library
Pick a category if you already know the area you need help with, from setup and calling to WhatsApp, integrations, AI, and reporting.
Getting Started
Set up your account, invite your team, and connect your channels.
Leads & Contacts
Capture, score, route, and enrich every lead.
Sales Pipeline
Customize stages, forecast, track velocity, and run reviews.
Automation
Sales journeys, follow-up rules, and AI next-best-action.
Calling & Telephony
Twilio, SIP, AI coaching, transcription, and routing.
WhatsApp & Messaging
WhatsApp Business API, broadcasts, templates, catalog, SMS.
Connect Gmail/Outlook, build sequences, track opens, AI compose.
AI Agents
Agentic AI: MCP, autonomy levels, voice, post-call, deal risk.
Integrations
Connect Razorpay, IndiaMART, Twilio, Zoho, HubSpot, OpenAI, and more.
Commerce & Payments
Payment links, proposals, quotes with e-sign, refunds, reconciliation.
Mobile App
Android install, geo-fence check-ins, offline mode, push notifications.
Admin & Security
MFA, custom roles (RBAC), SSO, audit logs, white-label.
Troubleshooting
Common errors, fixes, and recovery steps.
Most-used help sections
Start with the busiest sections if you want the most common setup, execution, and troubleshooting workflows first.
Popular articles
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Recently updated
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Browse common topics directly
Jump into the section that matches your current workflow instead of starting from the top every time.
Can't find what you need?
Search first for the feature or workflow you are working on. If you are still blocked, our team can help with setup, onboarding, migration questions, and next-step guidance.
Guides Indian sales teams open most often
Most Indian teams arrive here with the same pattern: enquiries flow in from IndiaMART, JustDial, Facebook, and WhatsApp, but follow-up depends on whichever rep saw the message first. The articles under WhatsApp & Messaging, Calling & Telephony, and Integrations show how to route every enquiry into one queue, connect the built-in dialer, and keep WhatsApp threads attached to the lead record instead of trapped on a personal phone.
Billing and accounting workflows are covered too — the Integrations and Commerce & Payments sections include Razorpay and Tally connections, so quotes, payments, and ledger entries stay in sync with the pipeline. For region-specific plan questions, see HelloGrowthCRM for India or reach the team via the India contact page.
Where do I start to connect IndiaMART or JustDial?
Open the Integrations category and follow the portal-specific guide. Once connected, new buyer enquiries appear as leads automatically with the source tagged, so managers can compare portal performance later.
Can my reps keep using WhatsApp the way they do now?
Yes — the difference is that conversations happen from inside the lead record, so chat history survives when a rep leaves or a lead is reassigned. The WhatsApp & Messaging guides cover number setup and templates.
Does calling work with Indian numbers?
The built-in dialer supports Indian calling workflows, call logging, and recordings on the lead timeline. The Calling & Telephony section walks through number configuration and rep permissions step by step.
Is help available in regional-language contexts?
Articles are written in plain English with screenshots, which most teams find easy to follow. If your admin needs a guided walkthrough instead, book time through the India contact page and the team will set it up.
What these guides cover
Product setup, lead workflows, calling, messaging, AI features, reporting, integrations, and day-to-day team operations.
How articles are structured
Most articles include a quick intro, step-by-step instructions, time-to-complete estimates, FAQs, and common issue fixes to reduce back-and-forth.
When to contact support
Reach out if you are planning a rollout, migrating data, debugging a setup problem, or want help choosing the best workflow for your team.