Create professional quotes from the deal, see when they are opened, and follow up automatically — all in your CRM. Free to start; paid from $12/user/mo billed monthly.
Free Forever • No Credit Card Required
Quick answer
Capture. Follow up. Close.
Capture
Web forms, WhatsApp, calls and ads land in one inbox
Qualify
AI lead scoring flags who is ready to talk
Assign
Routed to the right rep automatically
Follow up
Reminders, sequences and WhatsApp nudges
Track the deal
Stages, value and next step in the pipeline
Win & retain
Renewals and repeat business stay on the radar
Every call, message and email is logged on the contact — the history travels with the lead.
One contact record, one pipeline, one clear next step.
A huge share of deals stall right after the quote is sent: it lands in an inbox, no one follows up, and the buyer drifts. Quotation software fixes this by making the quote part of the deal — tracked, timed and followed up. HelloGrowthCRM lets you build a quote on the customer record, see when it is opened, and nudge automatically, so quotes convert instead of disappearing. It connects directly to deal management.
Reusable templates and product catalogs mean a quote goes out in minutes with your standard line items, branding and terms, correctly calculated including GST and taxes for your market. Consistency makes you look professional and removes the errors that creep into hand-built documents.
Open tracking shows when a customer views a quote, so you follow up when interest is highest rather than guessing. Automatic nudges chase quotes that were sent but not opened, or opened but not accepted, so none goes quiet. Timed, informed follow-up is what turns a sent quote into an accepted one — see sales follow-up software.
Every revision is kept on the deal, so the negotiation is one thread rather than a tangle of emailed PDFs. Reps can discuss, revise and resend from the record, and high-value or discounted quotes can be routed for approval before they go out, keeping pricing under control.
An accepted quote moves the deal forward without re-entry, and reporting on quote volume, acceptance rate and value ties straight into the pipeline and sales analytics. You learn which quotes convert and why.
A quote is mostly about price; a proposal adds scope and approach. Many sales use both. For the document-led side see proposal software. For the owner-operator getting organised, start at CRM software for small business.
Start free. The Free Forever plan includes creating and sending quotes with no credit card and no time limit. The paid plan is $12/user/mo billed monthly (₹899/user/mo + 18% GST in India), with open tracking, automated follow-up, approvals, reporting, the CRM, dialer and WhatsApp included. See the pricing page for full plans.
AI-powered CRM with the features you need to close more deals.
Common questions about using HelloGrowthCRM in your industry.
Browse related HelloGrowthCRM guides and see how different teams run their pipelines.
Join small businesses that close more deals with HelloGrowthCRM.
Free Forever • No Credit Card Required
Free Forever • No Credit Card Required
Prefer email? Write to sales@hellogrowthcrm.com