Get Your CRM Running in 30 Minutes
A straightforward 5-step onboarding process to get your sales team selling faster.
Start your setup in 5 steps
Configure your CRM, import leads, and invite your team — takes under 10 minutes.
Start with sample data?
We'll pre-load 20 sample leads, a pipeline, and demo tasks so you can explore HelloGrowthCRM before importing your own data.
Prefer to explore first?
Take a 2-minute self-guided walkthrough of the key features — no signup needed.
Watch the 5-Minute Setup Guide
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This video walks through all 5 setup steps, data security, and best practices for maximum adoption.
Step 1:Import your contacts
Upload contacts from CSV, Excel, or directly from your existing CRM (HubSpot, Salesforce, Zoho). Your data is migrated securely in minutes.
Step 2:Set up your pipeline stages
Define your sales pipeline with custom stages. Map your existing process and set move rules to automate deal progression.
Step 3:Connect WhatsApp or email
Link your WhatsApp Business account or email for real-time lead notifications, auto-responses, and conversation history in the CRM.
Step 4:Invite your team members
Add your sales reps and managers with role-based permissions. Everyone gets instant access to real-time pipeline visibility.
Step 5:Run your first AI lead score
HelloGrowthCRM's AI analyzes your pipeline and scores leads by likelihood to close. Focus your team on hot opportunities first.
Secure Data Transfer
All data encrypted in transit and at rest. GDPR and CCPA compliant.
Zero Configuration
Smart defaults work out of the box. Customize anything anytime.
Instant Team Access
Your team gets mobile and desktop access immediately after invite.
Setup looks different depending on where you start
The five steps are the same for everyone, but the order of emphasis changes with your starting point.
Coming from spreadsheets
Your import is usually the easy part — one CSV upload with auto-mapped columns. Spend your time on step 2 instead: naming pipeline stages after decisions (quote sent, site visit booked, agreement signed) rather than vague labels like 'in progress'. Good stages are what make the Kanban board immediately more useful than the spreadsheet was.
Switching from another CRM
Export contacts and deals from your current system before you cancel anything, import here, and run both in parallel for a few days while you verify counts. The migration guide covers exact export steps for HubSpot, Salesforce, Zoho, and Pipedrive, and a free concierge option exists if your data lives in several places.
Starting from zero
Skip the import and go straight to channels: connect your web form, WhatsApp number, or email so new enquiries create leads automatically from day one. Add contacts as they arrive. With the free plan (1 user, 200 leads) there is no cost pressure — build the habit first, invite the team when volume justifies it.
After setup: what the first 30 days should look like
Setup takes 30 minutes; adoption takes a month, and adoption is where CRM projects are actually won or lost. In week one, keep the scope narrow: log every new lead, make calls through the built-in dialer so recordings and AI call summaries attach themselves to the record, and resist the urge to configure every setting. The goal is a complete, trustworthy picture of one week of real sales activity.
In weeks two and three, put the data to work. Turn on an email or WhatsApp follow-up sequence for new enquiries so first contact stops depending on memory. Start your Monday pipeline meeting from the Kanban board and let AI deal-risk alerts pick the deals worth discussing — the stalled ones, not the comfortable ones. Reps should be working the AI-scored queue top-down by now, and you will see quickly whether the scores match their instincts.
By week four, review the numbers the CRM has collected: response times, follow-up completion, stage conversion. Fix the one bottleneck the data exposes rather than redesigning everything. Teams that follow this cadence typically retire their old spreadsheet entirely within the month. For deeper reference, see the migration guide, the mobile app for reps who work away from a desk, and the full feature overview for what to switch on next. Plan details are on pricing — the free plan covers 1 user and 200 leads, and paid plans are $12/user/month ($10 annual).
Common Questions
Get answers to the most asked setup questions
Ready to Get Started?
Complete the 5-step setup in 30 minutes and start selling with AI-powered insights.