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Sales Automation CRM

Sales Automation CRM That Does the Admin So Reps Can Sell

Automate lead routing, follow-up sequences, reminders and logging, so every lead is worked consistently and reps spend their time talking. Free to start; paid from $12/user/mo billed monthly.

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Free Forever • No Credit Card Required

Customer workflow illustration for sales automation crm

Quick answer

Is HelloGrowthCRM right for Sales Automation CRM?

Yes. HelloGrowthCRM gives Sales Automation CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons.
  • Automatic lead routing: assign new leads by territory, product, source or round-robin the moment they arrive
  • Follow-up sequences: multi-step call, text, WhatsApp and email cadences that run on schedule without manual chasing
  • Task and reminder automation: next actions created automatically at each stage so nothing waits on memory

See pricingBook a demo

HelloGrowthCRM

Capture. Follow up. Close.

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.
  1. Step 1

    Capture

    Web forms, WhatsApp, calls and ads land in one inbox

  2. Step 2

    Qualify

    AI lead scoring flags who is ready to talk

  3. Step 3

    Assign

    Routed to the right rep automatically

  4. Step 4

    Follow up

    Reminders, sequences and WhatsApp nudges

  5. Step 5

    Track the deal

    Stages, value and next step in the pipeline

  6. Step 6

    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.

01

What sales automation actually removes

Reps lose hours every week to work that is important but mechanical: assigning leads, remembering follow-ups, writing the same emails, and logging what they did. A sales automation CRM does that work automatically, so the rep's time goes to conversations. HelloGrowthCRM builds the automation around the pipeline — leads route themselves, sequences run on schedule, tasks appear at each stage, and calls and messages log themselves.

02

Route every lead the moment it lands

A lead that waits for someone to assign it is a lead going cold. Routing rules assign each new lead to an owner by territory, product, source or round-robin the instant it arrives, and an SLA check flags any lead nobody has contacted in time. See lead management software for the full capture-and-route picture and speed to lead for why the timing matters so much.

03

Follow-up that runs itself

Most deals need several touches, and most are lost because a follow-up was forgotten. Sequences run a planned mix of calls, texts, WhatsApp and email, so every lead is worked the same reliable number of times without a rep having to remember. The messages are templated starting points the rep personalises — consistency, not spam.

04

Triggers keep the process on rails

Trigger-based workflows fire when a condition is met: a deal moves stage and a task is created, a quote goes unopened and a reminder is sent, a high-value lead arrives and a manager is notified. These rules encode your process so it runs the same way for every rep and every deal, which is what makes a team predictable rather than heroic.

05

Less data entry, better data

Because calls, texts, WhatsApp and emails log themselves on the contact, the record stays complete without reps typing notes, and the reporting that depends on it is trustworthy. Pair automation with AI lead scoring so the sequence always starts with the leads most likely to close.

06

Simple to start, powerful to grow

Sensible defaults mean routing, sequences and reminders work on day one with no coding. As your process matures you add triggers and more pipelines. For the manager's team view see sales management software; for the owner-operator, start at CRM software for small business.

07

What it costs

Start free. The Free Forever plan automates the basics 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 sequences, AI scoring, trigger workflows, the dialer, texting and WhatsApp included. See the pricing page or the comparison hub.

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Automatic lead routing: assign new leads by territory, product, source or round-robin the moment they arrive.
  • Follow-up sequences: multi-step call, text, WhatsApp and email cadences that run on schedule without manual chasing.
  • Task and reminder automation: next actions created automatically at each stage so nothing waits on memory.
  • Automatic activity logging: calls, messages and emails record themselves on the contact, cutting data entry.
  • Trigger-based workflows: move a stage, send a message, assign a task or notify an owner when a condition is met.
  • SLA and stall alerts: flag leads not contacted in time and deals that have gone quiet.
  • AI lead scoring: automatically rank leads so reps always work the best first.
  • Templated messages: approved email and WhatsApp templates sent in a click or fired by a sequence.
  • Quote and document follow-up: nudge automatically when a quote is sent but not opened.
  • Free Forever plan: automate the basics with no credit card, then add advanced workflows as you scale.

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

More CRM guides to explore

Browse related HelloGrowthCRM guides and see how different teams run their pipelines.

Ready to grow?

Join small businesses that close more deals with HelloGrowthCRM.

Free Forever • No Credit Card Required

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Free Forever • No Credit Card Required

Prefer email? Write to sales@hellogrowthcrm.com