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Corporate Wellness CRM

Win More Workplace Wellness Contracts and Reduce Employee Attrition for Every Client

Manage wellness proposals, track programme utilisation, prove ROI to HR teams, and retain contracts at renewal — with a CRM built for corporate wellness vendors.

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Corporate Wellness CRM

Live sample workspace for Corporate Wellness: Corporate prospecting and wellness proposal pipeline from HR enquiry to signed.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Corporate prospecting and wellness

1

Corporate Wellness Account

Corporate prospecting and wellness proposal pipeline from HR enquiry to

Rs. 2.4L

Program design and needs

1

Corporate Wellness Opportunity

Program design and needs assessment pipeline with deliverable checklists

Rs. 1.1L

Annual wellness calendar management

1

Corporate Wellness Renewal

Annual wellness calendar management per client with activity scheduling

Rs. 78K

Employee engagement campaign coordination

1

Corporate Wellness Follow-up

Employee engagement campaign coordination with participation tracking

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Corporate Wellness CRM?

Yes. HelloGrowthCRM gives Corporate Wellness CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like wellness deals stall for months inside client organisations as HR, procurement, and finance each ask for something different — rather than generic sales busywork.
  • Corporate prospecting and wellness proposal pipeline from HR enquiry to signed contract
  • Program design and needs assessment pipeline with deliverable checklists
  • Annual wellness calendar management per client with activity scheduling

See pricingBook a demo

01

The vendor who won with a customised ROI analysis sent a generic deck — but followed up with employee data

An HR manager at a 500-employee technology company was evaluating wellness vendors for an annual programme. She sent the brief to four companies. Three responded with polished decks featuring stock photos of people doing yoga. The fourth sent a brief deck, followed up two days later with a customised productivity and absenteeism ROI model based on the company's employee count and industry, and then requested a 20-minute call to share a sample employee survey from a similar company they had worked with. The fourth company won the contract. HelloGrowthCRM gives your team the pipeline structure to track every prospect's needs assessment data and the follow-up automation to deliver personalised content at the right moments — so you consistently present as the most prepared, most responsive vendor in every evaluation.

02

Annual renewals are won during the programme year, not at renewal time

HR teams renew wellness programmes when they can demonstrate internal impact to their leadership. If participation was low, the HR director has nothing to show the CHRO and will seek a different vendor. If participation was high and measurable outcomes were achieved, the renewal is a formality. HelloGrowthCRM tracks programme utilisation, campaign participation rates, and engagement metrics throughout the year so your team can identify low-engagement accounts early, intervene with activation campaigns, and arrive at renewal time with a strong, data-backed performance report rather than an optimistic verbal summary.

03

Multi-vendor programme delivery falls apart without one system tracking all of it

A full corporate wellness programme typically involves gym network access, nutrition consultations, mental health counselling, stress management workshops, and an EAP hotline. Coordinating five or more vendors across 12 months for a single client, while managing ten other clients, is operationally complex. HelloGrowthCRM tracks every vendor relationship, manages delivery tasks per client account, and maintains the annual wellness calendar with session scheduling, reminder automation, and post-session feedback collection. Programme quality is a competitive differentiator — and programme quality at scale requires operational systems.

04

The CHRO you pitched has moved on — but your relationship was only with her

HR leadership turnover is a frequent cause of corporate wellness contract churn. A new CHRO arrives, benchmarks vendors against market, and switches to a competitor offering a comparable product at a lower price — because no relationship exists to justify the premium. HelloGrowthCRM tracks multiple contacts within each HR team, flags when key contacts go inactive, and prompts your account manager to establish relationships with deputy HR heads and wellness champions before a leadership transition makes your contract vulnerable. Depth of relationship inside a client account is the most reliable protection against renewal risk.

05

Referrals from satisfied CHROs are the highest-quality leads in the wellness market

Corporate wellness purchasing decisions are heavily influenced by peer recommendations. An HR director who achieved measurable results — lower absenteeism, higher employee satisfaction scores, a well-received mental health initiative — will mention your company to peers at industry forums and HR networks. HelloGrowthCRM tracks NPS scores, documents client success metrics that can be used as case studies, and manages the referral pipeline so your team follows up on every warm introduction with the same rigour as a cold prospect. Referral accounts typically close faster and retain longer than any other acquisition channel.

AI & Intelligence

AI Features Built for Corporate Wellness Companies

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Wellness deals stall for months inside client organisations as HR, procurement, and finance each ask for something different.

    Track every stakeholder as a contact on the deal with their specific concerns noted, and run stage-based tasks for each approval step. Reps always know whether the blocker is the CHRO's sign-off or procurement's vendor form.Multi-stakeholder deal tracking

  • Renewal time arrives and the HR sponsor asks for proof of impact you never collected during the contract year.

    Log session attendance, engagement milestones, and feedback as activities against the account all year, then walk into the renewal with a dashboard-backed utilisation story. ROI proof becomes an export, not a last-week scramble.Programme utilisation logging

  • Pilot programmes end and drift into limbo because nobody converts a successful six-week trial into an annual contract conversation.

    Pilots run as deals with an end-date trigger that opens a conversion task and a follow-up sequence two weeks before the pilot closes. The contract proposal lands while employees are still raving about the sessions.Pilot-to-contract conversion triggers

  • Session schedules across fifteen client offices live in one coordinator's head, and a missed yoga instructor means an angry HR email.

    Recurring tasks per client programme assign each session to an owner with reminders, and the mobile app lets field trainers confirm completion on site. Coordinators see every commitment for the week in one view.Session task scheduling

  • Low employee sign-ups at a client quietly doom the renewal, and you only learn about it in the exit conversation.

    Capture per-client engagement numbers monthly in custom fields and let dashboards flag accounts trending below target. Account managers intervene with communication campaigns and format changes mid-contract, while the renewal is still saveable.At-risk account alerts

  • Your proposals compete against bigger wellness brands, and slow follow-up after the demo hands them the contract.

    Every demo or proposal triggers a timed sequence of value-reinforcing emails and WhatsApp check-ins, with idle-deal flags surfacing opportunities going cold. Persistence becomes systematic, which is exactly how smaller vendors beat name-brand competitors.Demo follow-up sequences

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Corporate prospecting and wellness proposal pipeline from HR enquiry to signed contract
  • Program design and needs assessment pipeline with deliverable checklists
  • Annual wellness calendar management per client with activity scheduling
  • Employee engagement campaign coordination with participation tracking
  • Vendor network management for gyms, nutritionists, and mental health partners
  • Utilisation reporting and ROI dashboard to prove value at renewal
  • Contract renewal and program expansion pipeline with upsell opportunity tracking
  • EAP referral pipeline for confidential employee assistance program enrolments
  • CHRO and HR partner relationship management with multi-contact tracking
  • Referral corporate client pipeline with attribution and NPS tracking

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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Prefer email? Write to sales@hellogrowthcrm.com