The CRM built for how American small businesses actually work.
Manage leads, send emails, track deals, automate follow-up, and keep revenue work simple across small service businesses and specialized operators in North America.
HelloGrowthCRM · North America Edition
Email + SMS first workflows for US & Canadian small businesses
Pipeline value
$148K
▲ +$22K WoW
Quotes sent (mo)
94
▲ +18 vs LM
SMS open rate
97%
— Industry avg
MRR · recurring
$11.4K
▲ +$1.2K MoM
Pipeline snapshot
91 active records across 5 stages
Recent activity
- Stripe payout $4,820 to bank
- 188 SMS reminders queued for spring season
- New repeat order · First American Title
- Foster Academy autopay processed · $14,820
Live, interactive North America CRM demo · representative data
Quote-to-close pipeline for trades and field services
Email + SMS reminders for repeat customers
Recurring contract and tuition-style billing
Crew, instructor or signer scheduling and dispatch
Pick the page for your business
See all industries →CRM for Freight Brokers
Track shipper prospects, quoted lanes and dormant accounts alongside your TMS, so brokerage relationships stop living in personal phones.
Explore pageCRM for Trucking Companies
Build direct freight with a shipper pipeline, lane bid history and contract renewal reminders that fire before the bid window opens.
Explore pageCRM for 3PL Companies
Manage nine-month warehousing and fulfilment cycles with every stakeholder, proposal version and RFP deadline on one record.
Explore pageCRM for Courier Companies
Convert trial deliveries into standing accounts and get alerted when a regular customer quietly stops booking.
Explore pageCRM for Mining & Quarry Companies
Track eighteen-month industrial cycles, rotating site contacts, budget windows and supply contract renewals in one place.
Explore pageCRM for Wholesalers
Set an ordering rhythm per trade account and catch the reorder that never arrived, months before a revenue review would.
Explore pageCRM for Notaries
Manage signings, repeat client follow-up, document status, and invoices for mobile notaries and signing agents.
Explore pageCRM for Pressure Washing Companies
Run quoting, scheduling, SMS reminders, recurring service follow-up, and payments from one workflow.
Explore pageCRM for Music Schools
Keep student enrollments, recurring lessons, tuition tracking, and parent communication visible in one place.
Explore pageCRM for Med Spas
HelloGrowthCRM captures every med spa inquiry from your site, phone and messaging apps, follows up automatically, and shows you which consults.
Explore pageCRM for Home Care Agencies
HelloGrowthCRM tracks every family inquiry and referral from first call to in-home assessment to start of care, keeps your referral partners warm.
Explore pageCRM for Restoration & Water Damage
HelloGrowthCRM logs water, fire and mold calls whenever they come in, tracks each one from first contact through mitigation to the reconstruction.
Explore pageCRM for Garage Door Companies
HelloGrowthCRM answers the fast repair calls and keeps the slower replacement quotes moving, so a broken spring gets a truck today and a $4,000 door.
Explore pageCRM for Title Companies
HelloGrowthCRM tracks every referral source, every inquiry, and every follow-up in one place, so your business development team stops guessing where.
Explore pageCRM for Mortgage Loan Officers
HelloGrowthCRM sits in front of your LOS. It captures leads, tracks realtor partners, works your pipeline, and keeps follow-up running while you are.
Explore pageCRM for Medicare Agents
HelloGrowthCRM handles lead capture, appointment pipeline, and year-round follow-up. Your FMO platform, enrollment tools, and compliance systems stay.
Explore pageCRM for CPA Firms
HelloGrowthCRM tracks inquiries, proposals, onboarding, and advisory opportunities alongside the tax and practice software your firm already.
Explore pageCRM for Septic Services
HelloGrowthCRM captures every septic inquiry, logs after-hours emergency calls, chases unanswered repair estimates, and reminds past customers when.
Explore pageCRM for Tree Service & Arborists
HelloGrowthCRM captures every storm call, keeps bids moving with automatic follow-up, and reminds past pruning customers when they are due. Free.
Explore pageCRM for Locksmiths
HelloGrowthCRM logs every lockout call, records it, summarizes it, and pushes the callback in front of you. Commercial and automotive quotes get.
Explore pageCRM for Appliance Repair
HelloGrowthCRM captures every service call, chases repair estimates waiting on approval, and keeps customers informed while parts are on order. Free.
Explore pageCRM for Managed Service Providers
HelloGrowthCRM handles the new-business and QBR upsell pipeline for US MSPs. Your PSA and RMM keep doing service delivery. Setup takes about 15.
Explore pageCRM for Security System Integrators
HelloGrowthCRM tracks commercial security bids, proposals and recurring monitoring renewals for US integrators. Your estimating and project tools.
Explore pageCRM for Self Storage Facilities
HelloGrowthCRM captures every call, form and message your facility gets, then chases the ones that did not move in. Your management software keeps.
Explore pageCRM for Home Inspectors
HelloGrowthCRM tracks which realtors send you inspections and keeps you in front of them. Your report software keeps writing the.
Explore pageCRM for Senior Living Communities
HelloGrowthCRM runs the pre-move-in pipeline for independent living, assisted living and memory care teams. One place for every family inquiry, tour.
Explore pageCRM for Insurance Brokers
HelloGrowthCRM gives producers a pipeline for prospects, X-dates and renewal outreach. It sits in front of AMS360, Applied Epic or EZLynx. It is not.
Explore pageCRM for Churches & Faith Organizations
HelloGrowthCRM helps a welcome team follow up with visitors and newcomers in one shared place. It is not a church management system. It does not.
Explore pageCRM for Window Cleaning
HelloGrowthCRM captures every inquiry, builds quotes, chases the ones that go quiet and reminds past customers when they are due again. It is not a.
Explore pageCRM guides for major US cities
City-specific guides covering the industries, integrations, and pricing questions local teams ask most before switching CRMs.
“We tried HubSpot and Jobber and nothing fit a 3-person operation. HelloGrowthCRM gave us quoting, SMS reminders, and Stripe billing for $10/mo — and we still have room to scale.”
Tyler McCormick
Owner · BlueWave Pressure Washing, NC
Why US and Canadian small teams outgrow spreadsheets
Most small service businesses in the US and Canada do not lose work because their prices are wrong or their reviews are bad. They lose it in the gap between the enquiry and the follow-up. A homeowner requests a quote on Tuesday, the estimate goes out Wednesday, and then the job sits in limbo because nobody has a system that says “call this person back Friday.” The spreadsheet does not send reminders. The text thread gets buried. By the time someone remembers, the customer has booked whoever answered first.
A CRM fixes this by giving every enquiry a stage, an owner, and a scheduled next step. In HelloGrowthCRM that looks like a Kanban pipeline named after the way you already work — new lead, quoted, booked, job complete, invoiced — with AI deal-risk alerts that flag any quote that has sat too long without an answer. Follow-up emails go out on a schedule instead of when someone remembers, and every call made through the built-in dialer is recorded with an AI summary attached to the customer, so the price you quoted by phone is never a matter of memory.
The result is not more admin — it is less. Reps stop reconstructing their day at 9pm, owners stop asking “did anyone call that lead back?”, and the quiet leaks in the pipeline close. Explore the full feature set to see how the pieces fit together.
What you get on day one
- Kanban pipeline with AI deal-risk alerts on stalling quotes
- AI lead scoring on every paid plan — hottest enquiries first
- Built-in dialer with call recording and AI call summaries
- Email sequences that follow up until a lead replies
- Native WhatsApp via the official Meta Cloud API
- Project boards for jobs, installs, and onboarding work
- 12 AI agents that handle routine follow-up and data entry
- iOS and Android apps for the truck, the site, and the road
- SOC 2 Type II security for customer data
- Free plan — 1 user and 200 leads, no credit card
From spreadsheet to working pipeline in an afternoon
- 1
Import your contacts
Upload the spreadsheet you run the business from today. Names, phones, emails, and job notes land as leads — usually in under five minutes.
- 2
Name your stages
Rename the pipeline to match how work actually flows: new lead, quoted, booked, job complete, invoiced. No consultant required.
- 3
Turn on follow-up sequences
Pick how many days after a quote the reminder email should go out. Sequences stop automatically the moment the customer replies.
- 4
Invite the team
Each rep, signer, or instructor sees their own leads and tasks. Owners see everything. The whole setup takes 15 to 30 minutes.
- 5
Install the mobile apps
iOS and Android apps put the pipeline in every truck and site bag, so jobs get logged where they happen instead of at the end of the day.
Three small businesses, one CRM
A pressure-washing crew in Charlotte
Spring rush means forty quote requests a week from house washes, driveways, and HOA contracts. Each request becomes a lead, the quote goes out with a follow-up sequence attached, and AI deal-risk alerts flag the HOA bid that has sat quiet for ten days. Recurring quarterly customers get automatic reminder texts before the season starts, so the calendar fills itself.
A notary signing agent in Tampa
Title companies send signing orders at all hours, and every one has a deadline. Orders land as pipeline cards with the signing date, the dialer logs confirmation calls with AI summaries, and completed signings move to an invoicing stage so nothing ships back to the title company late. Repeat orders from the same escrow officers are tracked, showing which relationships actually pay.
A music school in Chicago
Trial-lesson enquiries come in from the website and social pages year-round. Each enquiry gets a follow-up sequence until the trial is booked, converted students move to a recurring tuition stage, and project boards track recital planning alongside the sales pipeline. When autumn enrollment opens, one email sequence to last year's waitlist fills the first week of slots.
Choosing a CRM as a US or Canadian small business
The honest test for a small-business CRM is not the feature list — it is whether your least technical team member will still be using it in week three. Three questions cut through most of the noise. First, can you set it up yourself in an afternoon, or does it need an implementation project? HelloGrowthCRM setup runs 15 to 30 minutes. Second, does the price stay predictable as you add people? Plans are $12 per user per month, $10 on annual billing, with a free plan for 1 user and 200 leads — so a solo operator pays nothing until there is a team. Third, does it handle the channels your customers actually use? Calling, email sequences, and WhatsApp are built in rather than sold as add-ons.
If you are comparing options, the pricing page shows exactly what each plan includes, and the comparison pages put HelloGrowthCRM side by side with the CRMs most US and Canadian teams shortlist. For businesses that run on the road, start with the mobile apps — a CRM that only works at a desk does not work for field service at all.