A straightforward 5-step onboarding process to get your sales team selling faster.
Configure your CRM, import leads, and invite your team — takes under 10 minutes.
We'll pre-load 20 sample leads, a pipeline, and demo tasks so you can explore HelloGrowthCRM before importing your own data.
Take a 2-minute self-guided walkthrough of the key features — no signup needed.
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This video walks through all 5 setup steps, data security, and best practices for maximum adoption.
Upload contacts from CSV, Excel, or directly from your existing CRM (HubSpot, Salesforce, Zoho). Your data is migrated securely in minutes.
Define your sales pipeline with custom stages. Map your existing process and set move rules to automate deal progression.
Link your WhatsApp Business account or email for real-time lead notifications, auto-responses, and conversation history in the CRM.
Add your sales reps and managers with role-based permissions. Everyone gets instant access to real-time pipeline visibility.
HelloGrowthCRM's AI analyzes your pipeline and scores leads by likelihood to close. Focus your team on hot opportunities first.
All data encrypted in transit and at rest. GDPR and CCPA compliant.
Smart defaults work out of the box. Customize anything anytime.
Your team gets mobile and desktop access immediately after invite.
Get answers to the most asked setup questions
Complete the 5-step setup in 30 minutes and start selling with AI-powered insights.