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
- How to invite your team to HelloGrowthCRM
- How to connect your email inbox to HelloGrowthCRM
- How to import your first 100 leads into HelloGrowthCRM
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- How to run pipeline review meetings in HelloGrowthCRM
- How to use AI to suggest next-best-action in HelloGrowthCRM
- How to customize pipeline stages in HelloGrowthCRM
- How to build your first sales journey in HelloGrowthCRM
Recently updated
- How to set up push notifications in HelloGrowthCRM
- How to use offline mode in HelloGrowthCRM mobile
- How to take notes during a field visit in HelloGrowthCRM
- How to check in to a customer site (geo-fence) in HelloGrowthCRM
- How to install HelloGrowthCRM on Android
- How to reconcile payments with invoices in HelloGrowthCRM
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.
How the knowledge base works
Self-serve comes first: nearly every setup, workflow, and troubleshooting question has a written guide here, and the search bar matches against article titles, intros, and steps. When a guide is not enough, support runs through the contact form and in-app chat — describe what you were doing, what you expected, and what happened, and include a screenshot if you can. Tickets are answered in the order received, with setup-blocking issues prioritised.
Teams on paid plans also get onboarding assistance for data import, pipeline design, and dialer or WhatsApp configuration. If you are still deciding, the demo is often the fastest way to get a dozen questions answered at once.
Do I need an account to use these guides?
No. Every article is public, so you can review how imports, automations, or call setup work before you sign up — useful when comparing CRMs on implementation effort rather than feature lists.
What should I read first as a new admin?
Start with Getting Started, then Leads & Contacts and Sales Pipeline. Those three categories cover the decisions — stages, fields, lead assignment — that everything else builds on.
A guide doesn't match what I see in the product. What now?
The product ships updates regularly and articles are refreshed afterwards, so brief gaps can appear. Use the recently-updated list above for the newest revisions, and report mismatches via the contact form so we can fix the article.
Can support configure things for us?
For setup-heavy steps like migration mapping or telephony configuration, the team can walk through it with you on a call. Day-to-day administration stays in your hands so your team owns its own workflow.
How long does initial setup usually take?
Most teams complete the core setup — pipeline stages, lead import, and user invites — in 15 to 30 minutes by following the Getting Started guides. Channel setup like the dialer or WhatsApp takes longer because it involves external verification, and each has its own step-by-step article here.
Are there guides for the mobile apps?
Yes. The iOS and Android apps are covered in their own articles, including logging calls on the go, working leads from your phone, and keeping notifications useful rather than noisy for field and outside sales teams.
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.