Manage enterprise sales cycles, product demos, renewal pipelines, and channel partner relationships — built for IT companies, SaaS providers, and tech service firms.
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Enterprise opportunity multi-stakeholder mapping
Demo and POC conversion workflow
Renewal plus expansion revenue pipeline
Partner co-sell deal registration tracker
8 free tools handpicked for your industry — no sign-up required.
8 integrations available for your industry — connect the tools you already use.
“Our enterprise sales cycle was invisible. HelloGrowthCRM gave us a clear view of every deal from discovery to close, and our win rate improved immediately.”
Rohan Malhotra
VP Sales · Innotek Solutions
IT teams routinely split their operations across two tools: Jira or ClickUp for project delivery, and a CRM for tracking new business. The result is a gap between what is being sold and what is being built — no connection between the deal your sales team just closed and the sprint your delivery team just started. Scope creep goes unlogged. Delivery commitments made during the sale are invisible to the engineering lead.
HelloGrowthCRM's built-in sprint planning gives your delivery team Kanban boards, velocity tracking, and burndown charts — the full agile toolkit — while your sales team works the client pipeline in the same tool. When a new business deal closes, convert it to a project board on the same client record. AI text-to-tasks turns a project scope document into a sprint backlog in 10 seconds. Time tracking logs hours against sprints linked to client deals — billing accuracy without separate timesheets.
Jira Software has no CRM at any price tier. ClickUp requires 2–4 weeks of configuration before a single sprint runs — and still has no CRM. HelloGrowthCRM's project management is Rs.899/user/month — sprint boards, burndown charts, CRM pipeline, WhatsApp, and dialer all included. One tool. One bill in INR. Your deals and your delivery timeline on the same client record.
An IT services deal rarely closes in a call. A typical custom-development or implementation engagement runs through discovery, a scoping workshop, a proposal, a technical evaluation, a commercial negotiation, and a legal review — across three to six months, with a CTO, a procurement head, and a project sponsor each holding a different veto. The deals that die usually die quietly: a champion changes jobs, a clarification email goes unanswered for three weeks, a proposal revision waits on one architect's calendar. HelloGrowthCRM keeps each stakeholder as a contact on the account with their own conversation history, flags deals that have aged past your normal stage duration, and keeps every proposal version and scope note on the deal record — so a six-month cycle survives staff changes on both sides.
The same pipeline discipline covers the recurring layer. AMC renewals, support retainers, and licence true-ups sit in a renewal pipeline with sequences that start 90 days out, which means the renewal conversation opens with delivered value — tickets resolved, releases shipped — rather than with an invoice. For firms responding to RFPs and government tenders, bid checklists and deadline tasks keep the response machinery moving even in weeks when every senior engineer is billable.
Offshore-onsite coordination runs on the same records: the onsite manager logs what was promised in the client's conference room, and the offshore lead reads it before the morning stand-up — not after the scope dispute.
Week 1: a mid-size logistics company issues an RFP for a warehouse-management integration. The deal enters the pipeline with the submission deadline, and the response checklist fans out — solution architecture to the technical lead, commercials to the delivery head, references to the account manager. Week 3: the response ships a day early because the checklist showed the compliance annexure was still open on Tuesday. Week 6: shortlisted. The demo is scheduled from the CRM calendar, and notes from the procurement call land on the record where the whole team reads them. Week 10: negotiation stalls — the deal ages past the stage limit and turns visibly stale, so the account manager calls the sponsor rather than waiting. Week 12: signed. The deal converts to a project board with sprint milestones, and the delivery commitments made in the proposal are the same ones the offshore team sees. A year later, the AMC renewal sequence has already begun before anyone thinks to check the contract date — the account manager opens the conversation with two quarters of delivery history, and the renewal closes without a discount request, because the value was documented all along.
A CRM for IT companies manages B2B sales pipelines, account relationships, renewal tracking, and partner channels for software, IT services, and SaaS businesses. HelloGrowthCRM gives IT teams a structured pipeline for new business, renewals, and upsell with AI lead scoring to prioritise the most valuable opportunities.
HelloGrowthCRM tracks IT service deals from initial RFP or inbound enquiry through proposal, negotiation, and close. Activity logging captures every call, email, and meeting automatically. Deal analytics show conversion rates, average deal size, and sales cycle length by service line.
Yes. HelloGrowthCRM tracks contract end dates, renewal values, and health scores per account. Automated sequences alert customer success teams 90, 60, and 30 days before renewal. At-risk accounts are flagged based on low engagement signals so teams intervene before churn happens.
Yes. HelloGrowthCRM's account management features track multi-contact relationships within enterprise accounts, log all stakeholder interactions, and provide a single view of account health, open deals, and support tickets. This is particularly useful for IT service companies managing long-term client relationships with multiple decision-makers.
HelloGrowthCRM integrates with Google Workspace, Microsoft 365, Slack, Zapier, Make.com, and hundreds of tools via API. For IT companies using HubSpot, Salesforce, or Pipedrive alongside HelloGrowthCRM, bidirectional sync is available via the API or Zapier.
Yes. Annual maintenance contracts are the quiet revenue base of most IT services firms, and they lapse most often through simple inattention. HelloGrowthCRM stores each AMC's value, scope, and end date, and starts a renewal sequence 90 days out — an email summary of tickets resolved and uptime delivered, a WhatsApp check-in at 60 days, and a call task at 30 days. The account owner walks into the renewal conversation with the service history on screen instead of reconstructing it from the ticketing tool the night before.
Each RFP becomes a deal with the issuing organisation, submission deadline, estimated value, and the internal owner for the response. Task checklists cover the moving parts — solution write-up, commercial sheet, compliance documents, client references — so a bid never dies because one annexure was forgotten. After submission, follow-up tasks track clarification rounds and presentation dates, and win/loss outcomes are recorded with reasons, so over time you learn which RFP profiles are worth the response effort.
Both work the same client record. The onsite account manager logs steering-committee meetings and expansion conversations; the offshore delivery lead sees them before the weekly call instead of hearing about scope promises second-hand. Time-zone-friendly task assignment means the Bengaluru team picks up handoffs each morning with full context, and WhatsApp updates from tasks keep client stakeholders informed without waiting for the overlap window. Nothing about the cadence depends on one person's inbox.
Yes. Demo requests and POC engagements run as pipeline stages with their own success criteria, environment details, and evaluation deadlines. When a POC passes its agreed window without a decision, the deal is flagged rather than forgotten — evaluations that drift are the most common way software deals die. Trial-to-paid conversion is visible per product and per salesperson, so you know whether stalled deals need better demos, tighter POC scoping, or simply faster follow-up.
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.
Agentic AI — 12 Agents, 3 Autonomy Levels
From fully autonomous lead routing to assistive smart compose — choose how much AI runs independently vs. with human approval.
Deal Risk Agent
Monitor trial-to-paid conversion signals, detect churn risk early, and alert CS before a trial expires without action.
MCP Connector
Query your CRM via ChatGPT or Claude in natural language. Ask "Which trials expire this week?" from your AI tool of choice.
Smart Compose + Slash Commands
AI writing assist across every text field. /summary, /rephrase, /shorter, /grammar, /reply — right inside the CRM.
All AI features included on every paid plan. No add-ons.