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Guide

HelloGrowthCRM on the Microsoft Marketplace — CRM on Microsoft Marketplace

Covers CRM on Microsoft Marketplace, HelloGrowthCRM Microsoft Marketplace, Microsoft AppSource CRM, CRM for Microsoft 365, and adjacent CRM buying questions.

Quick answer

Is HelloGrowthCRM on the Microsoft Marketplace?

Yes. HelloGrowthCRM is published on Microsoft's commercial marketplace under the publisher Meru Technosoft, in the SaaS category, with a free trial. The listing describes the same product sold on hellogrowthcrm.com — AI lead scoring, built-in dialer, WhatsApp and SMS, email automation, AI voice agents and forecasting — and links to our own signup for account creation.
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Overview

HelloGrowthCRM is published on the Microsoft commercial marketplace under the publisher name Meru Technosoft, in the SaaS category, with a free trial. It is the same product described everywhere else on this site: AI lead scoring, a built-in dialer, WhatsApp and SMS, email automation, AI voice agents, forecasting, territory management and support, in one system. Nothing about the software changes because you arrive from the marketplace rather than from search. You get the same signup, the same plans and the same platform. The listing exists because a large share of business buyers begin inside Microsoft's ecosystem, and a catalogue entry puts the product in the place those buyers already look.

A marketplace listing is a different kind of signal from a review directory. G2 and Capterra tell you what customers said; a Microsoft listing tells you who the publisher is. To publish, a company has to enrol as a Microsoft partner with a verified legal entity, and each offer goes through Microsoft's validation before it appears in the catalogue. That does not make Microsoft the vendor of the product, and the listing says so plainly: the rights to use the software come from the provider, not from Microsoft. What it does establish is that a named, verified company stands behind the listing, which is exactly the question a procurement reviewer asks first.

The listing summarises what the product does, and it is deliberately the short version. Lead capture and AI scoring so reps work the opportunities most likely to close. A built-in dialer with recording, logging and AI call summaries. WhatsApp and SMS as two-way channels tied to CRM records rather than to someone's personal phone. Multi-step email sequences and campaign management. AI voice agents that qualify and route inbound calls. Pipeline and forecasting built on stage, velocity and historical conversion. Territory management with a map view. Customer health scoring for churn and expansion. Commerce objects such as products, proposals and invoices. Tickets, a knowledge base and a customer portal. Full API access alongside the integrations catalogue.

Plans on the listing are the plans on this site, in the same order and with the same limits. There is a Free Forever plan that is not a trial and never expires, and that does not ask for a credit card. There is a paid tier that removes the record and pipeline limits and adds a monthly AI credit allowance per user, with a 14-day free trial and a discount for annual billing (currently $10/user/mo on annual billing). There is an enterprise tier with custom pricing, a larger AI credit allowance with rollover, a dedicated account manager, an SLA and managed RevOps included. If the numbers on the listing and the numbers on our pricing page ever disagree, the pricing page is the one to trust, and we treat any gap as a bug to fix on the listing.

Starting from the listing does not put a sales process in your way. The listing points at our own signup, so you create an account, invite the people who need it, and start entering leads the same afternoon. Data migration and onboarding help are available on paid plans, and the free plan is there precisely so a single user can prove the workflow before anyone has to justify a purchase order. Teams that want to see the product driven by someone who knows it can book a demo instead, but nothing in the evaluation path requires it.

The Microsoft angle is not only a procurement one. Most teams evaluating us from the marketplace already run Microsoft 365, which means the day-to-day question is how CRM work sits next to Outlook mail, Teams conversations and shared calendars. HelloGrowthCRM has a Microsoft Teams integration that posts deal alerts into channels, gives lead mentions rich previews, and logs Teams calls to the contact timeline. Companies coming off Microsoft Dynamics 365 for a smaller, faster stack have a dedicated switch guide covering what maps across and what does not. Both are linked at the bottom of this page.

Going deeper

What a marketplace listing proves, and what it does not

It is worth being precise about the evidence a listing gives you, because vendors routinely overclaim here. Microsoft's validation checks that the publisher is a real, verified company and that the offer meets the catalogue's policies for content, security disclosure and support. It is not an audit of the software, a performance benchmark, or an endorsement of the product over any competing listing in the same category. Anyone who tells you a marketplace listing is a certification is selling you something. The honest reading is narrower and still useful: the company is who it says it is, the listing content has been reviewed, and there is a named publisher who can be held to what the page says.

For the security and compliance half of a procurement review, the marketplace listing is the wrong document to read, and we would rather point you at the right one than pretend otherwise. HelloGrowthCRM holds a SOC 2 Type II attestation covering the production platform, operates as a Data Fiduciary under India's Digital Personal Data Protection Act with a published Grievance Officer and DSAR workflow, and supports GDPR and UK GDPR obligations with a DPA on request, a published subprocessor list and standard contractual clauses for international transfers. Those live in the trust centre and on the credentials page, together with the review profiles we do not control. A reviewer who arrives from the marketplace should read those pages next.

The practical difference between arriving from the marketplace and arriving from an ad is that marketplace buyers are usually further along and asking sharper questions. They tend to want three things quickly: proof that the vendor is a legal entity with a support obligation, a clear statement of what the product replaces in the current stack, and a way to test it without a procurement cycle. This page answers the first, the product and comparison pages answer the second, and the free plan answers the third. That sequence is deliberate, and it is why the free plan is not a time-limited trial in disguise.

There is also a consolidation argument that lands particularly well with Microsoft-centric teams, because those teams often already pay for four or five point tools around a CRM. A dialer subscription here, a WhatsApp broadcast tool there, an email sequencing tool, a scheduling tool, and a reporting layer stitched over the top with an automation service. Each additional tool adds an integration to maintain, a sync that can silently fail, and a second version of the truth about a customer. HelloGrowthCRM is built so calls, WhatsApp, SMS, email and pipeline all write to one record. Fewer moving parts is not a marketing line in this context. It is the difference between a rep seeing the whole conversation history on the account and seeing a fragment of it.

Finally, a note on the publisher, because buyers ask. Meru Technosoft Private Limited is the operating company behind HelloGrowthCRM, headquartered in Ahmedabad, India, and the same publisher lists HelloBooks.ai, an AI accounting product, on the marketplace. The company is a NASSCOM and GCCI member and the Delaware entity Soor LLC is the US-facing arm. None of that is a substitute for the security documentation above, but for buyers who want to know who they are contracting with before they start a trial, it is the plain answer, and every one of those facts can be verified from a source other than us.

Challenges we solve

The problems holding this industry back — and the fix

The recurring gaps that cost this industry revenue, and how HelloGrowthCRM closes each one.

  • Procurement will only look at vendors from a catalogue it recognises

    A published Microsoft commercial marketplace listing gives the review a starting document with a verified publisher identity behind it, rather than a vendor website alone.Marketplace listing

  • IT cannot tell who is actually behind a small SaaS vendor

    The listing names the publisher, Meru Technosoft, and the credentials page carries the SOC 2 Type II attestation, DPDPA position and third-party review profiles in one crawlable place.Publisher verification

  • The team lives in Microsoft 365 and will not switch tabs to a CRM

    The Microsoft Teams integration pushes deal alerts into channels, previews leads on mention, and logs Teams calls to the contact timeline, so CRM updates arrive where the conversation already is.Teams integration

  • Evaluating anything new needs a budget line before it can start

    The Free Forever plan is not a trial: no card, no expiry, and enough of the product to prove the workflow with one user before anyone raises a purchase request.Free plan

  • Dynamics 365 is heavier than the team needs but migration looks risky

    A dedicated switch guide covers what maps across from Dynamics, what does not, and the order to move things in, with migration support available on paid plans.Switch guide

Setup guide

How to connect — step by step

Takes about 10–15 minutes. No coding required.

  1. 1

    Open the listing

    Find HelloGrowthCRM on the Microsoft commercial marketplace under the publisher Meru Technosoft. Read the overview and the plan summary, and use the details and support tab for the publisher contact route.

  2. 2

    Start on the free plan

    Create an account from the listing link. No credit card is required, and the free plan does not expire, so you can evaluate on your own timetable rather than a trial clock.

  3. 3

    Connect Microsoft Teams and email

    Add the Teams integration so deal alerts post into the channel your team already watches, and connect the mailbox that sales replies come into so conversations log against the right record.

  4. 4

    Import your existing pipeline

    Bring leads, contacts and open deals across from a spreadsheet or your current CRM. Import mapping is guided, and migration help is available on paid plans if the source data is messy.

  5. 5

    Invite the team and set stages

    Invite reps, agree the pipeline stages and the qualification criteria before anyone starts logging, then turn on the follow-up automation that fits how your team actually works.

Need help with setup? Book a 15-minute onboarding call — our team will connect it live with you.
FAQ

Frequently asked questions

Is HelloGrowthCRM on the Microsoft Marketplace?
Yes. HelloGrowthCRM is published on Microsoft's commercial marketplace under the publisher Meru Technosoft, in the SaaS category, with a free trial. The listing describes the same product sold on hellogrowthcrm.com — AI lead scoring, built-in dialer, WhatsApp and SMS, email automation, AI voice agents and forecasting — and links to our own signup for account creation.
Is Microsoft AppSource the same as the Microsoft Marketplace?
They are entry points to the same commercial marketplace catalogue. Microsoft has consolidated its business-app and cloud storefronts under a single marketplace surface, so a listing published there is the one buyers reach whether they start from AppSource, from Azure Marketplace or from the unified marketplace site. The HelloGrowthCRM listing is the same offer in every case.
Does buying through the marketplace change the price?
No. The plans on the listing are the plans on our pricing page: a Free Forever plan with no card and no expiry, a paid per-user tier with a 14-day free trial and a discount for annual billing, and an enterprise tier with custom pricing. If the listing and the pricing page ever disagree, the pricing page is authoritative and the listing gets corrected.
What does a Microsoft Marketplace listing actually verify?
It verifies the publisher, not the software. To publish, a company enrols as a Microsoft partner with a verified legal entity, and each offer is validated against Microsoft's catalogue policies before it goes live. It is not a security audit or a product endorsement — the listing itself states that the rights to use the product come from the provider rather than from Microsoft. For security assurance, read the SOC 2 Type II attestation and the compliance documentation in our trust centre.
Does HelloGrowthCRM work with Microsoft 365 and Teams?
Yes. The Microsoft Teams integration posts deal alerts into your channels, gives rich previews when leads or deals are mentioned in a conversation, logs Teams calls to the contact timeline with attendees and duration, and can post daily or weekly team performance summaries. Email works with the mailbox your team already uses, so replies land against the right CRM record without a separate inbox.
We are moving off Microsoft Dynamics 365 — is that supported?
Yes, and it is a common path onto HelloGrowthCRM for teams that found Dynamics heavier than their sales motion needs. Our switch guide covers what maps directly, what has to be rebuilt, and a sensible migration order. Data migration and onboarding support are available on paid plans, and you can run the free plan alongside your existing system while the pipeline is being moved.

Want help evaluating the next step?

Book a demo to see HelloGrowthCRM in action, or start a free trial.