What you get every week
A repeatable cadence so your CRM actually works for you — not the other way around.
Never lose a lead
Every inbound lead is logged, qualified, and followed up — same business day. No lead falls through the cracks.
Always-current pipeline
Your pipeline is cleaned, updated, and organized weekly. Dead deals removed. Hot leads prioritized.
Weekly reports without lifting a finger
Every Friday you'll receive a clear, plain-English report: leads in, leads worked, deals moving, deals stalled.
Simple, transparent pricing
No hourly billing. No hidden fees. Platform access included.
Who a managed CRM service fits best
The pattern is always the same: plenty of leads, not enough follow-up. These are the teams we see most.
Home services and contracting companies. An HVAC or roofing firm quoting twenty jobs a week has no one chasing the quotes that went quiet. Your specialist runs a post-quote cadence on every estimate, so the jobs that would have died of silence get a third, fourth, and fifth touch — and the owner sees exactly which quotes are aging in the Friday report.
Insurance agencies and advisory practices. Referral-driven firms rarely know which introductions actually convert. The specialist captures every referral with a source, runs a professional first-touch and nurture cadence, and reports conversion by source — so partners learn which relationships genuinely produce revenue.
Staffing, recruiting, and B2B service firms. Multi-rep teams where every rep tracks deals their own way get a neutral operational layer: uniform stages, dated next steps, merged duplicates, and one weekly report across the whole team — without forcing salespeople to become administrators.
Founders who sold the first customers themselves.When founder-led sales hands off to the first hires, pipeline discipline usually collapses. The specialist installs the operating system — stages, cadences, clean data — so the founder gets a truthful weekly answer to "are we on pace?" without becoming the sales admin.
How the service works, month to month
Week one — setup.A kickoff call, an import of your contacts and open deals from a spreadsheet or old CRM, pipeline stages configured around how you actually sell, and follow-up sequences drafted from your templates for approval. Most clients are live within 5–7 business days, and nothing about your selling pauses while the system is built.
Week two onward — the standing rhythm. Same-business-day responses on new inbound leads, sequences firing on schedule across email and SMS, a weekly hygiene pass that merges duplicates and dates every next step, and the Friday KPI report with a plain-English narrative. Calls placed through the built-in dialer are recorded and summarized by AI, so conversations land on the record without anyone typing notes.
The platform underneath. The service runs on HelloGrowthCRM, and platform access is included. AI lead scoring ranks every new inquiry, Kanban pipeline boards carry AI deal-risk alerts that flag deals going quiet, and your specialist acts on what the software surfaces — calling flagged deals and re-sequencing cooling leads before they die.
Managed service or do it yourself? If you have someone with the hours and the discipline to work every lead, the software alone is a fraction of the cost, and our lead management software page shows what the platform does out of the box. If leads are already slipping and nobody owns the follow-up, the managed service pays for itself by working the pipeline you already generate — see the full feature list to compare what you would be running either way.
Frequently Asked Questions
What is a managed CRM service?
A managed CRM service means a dedicated specialist handles your CRM for you — entering leads, running follow-up sequences, keeping your pipeline clean, and delivering weekly reports. You focus on selling; we handle the CRM operations.
Do I need to know anything about CRM software?
No technical skills required. Our specialists set up and manage everything. You'll get a simple weekly report showing what's happening in your pipeline — no logins required unless you want to check in.
How quickly will new leads get a response?
Our Managed CRM Service includes a same-business-day SLA for new inbound leads. Our target response time is under 1 hour during US business hours (Mon–Fri, 9am–5pm EST).
What's the difference between Growth Engine and RevOps Partner?
Growth Engine ($1,500/mo flat) gives you a named Revenue Specialist who runs your inbound queue, follow-up cadences, and pipeline hygiene with a same-business-day SLA. RevOps Partner ($4,000/mo flat) adds a dedicated specialist pod, automation optimization, lead-scoring model tuning, and quarterly funnel reviews.
Is there a long-term contract?
No long-term contracts. We recommend a 3-month initial engagement to see results, but you can cancel with 30 days' notice at any time.
What software does the service run on?
Your specialist works inside HelloGrowthCRM, and platform access is included in every plan — there is no separate software bill. The platform brings AI lead scoring on every paid plan, a Kanban pipeline with AI deal-risk alerts, email sequences, and a built-in dialer with call recording and AI call summaries, so every touch your specialist makes is logged automatically.
What happens to our data if we stop the service?
It stays yours. Your contacts, deals, notes, and history live in your HelloGrowthCRM instance, and you can export everything at any time. If you cancel, you can keep running the CRM yourselves on standard software pricing from $12/user/month, or take a full export with you — there is no lock-in.