Skip to content
    Financial Services

    The CRM Built for Financial Services Firms

    Manage client portfolios, AUM pipelines, compliance reviews, and renewal cycles — purpose-built for wealth managers, insurance advisors, and financial distribution firms.

    Get Started FreeBook a Demo
    Free Forever PlanNo Credit Card Required500+ TeamsIndia-First CRMGDPR Ready
    JD

    John Doe

    Demo · Wealth desk

    RM team lead

    Non-bank finance · Demo

    Origination, collections & risk

    Open records

    3

    Pipeline value

    ₹7,52,00,000

    Avg. record size

    ₹2,50,66,667

    Stage:
    RecordStageValueOwnerNext stepDays
    LN-1042
    SME term loan — manufacturing
    		Underwriting₹4,20,00,000CreditCommittee5
    LN-1043
    LAP — retail
    		Disbursement₹82,00,000OpsTranche 22
    LN-1044
    Invoice discounting — anchor
    		Discovery₹2,50,00,000RMKYC refresh18

    Sample pipeline total: ₹7,52,00,000

    Featured Review
    “Client reviews used to pile up. Now reminders trigger automatically 30 days before each review date and our retention has improved noticeably.”

    Pooja Shah

    Senior Wealth Manager · Horizon Financial Advisory

    General FAQs

    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.