Choose the service level that matches your bottleneck
Start with setup and hygiene, or hand off the weekly RevOps operating cadence.
Operating model
What our services standardize
The work is practical: capture every lead, route it correctly, follow up on time, keep data clean, and report what changed every week.
Lead intake is captured from web forms, email, WhatsApp, ads, imports, and manual sales entry.
Routing rules assign each lead by territory, source, product interest, owner capacity, or deal value.
Follow-up cadences run across email, SMS, WhatsApp, calls, and tasks with approval workflows.
Pipeline hygiene removes duplicates, repairs missing fields, flags stale deals, and standardizes reporting.
Weekly summaries show response time, contact rate, meetings booked, pipeline movement, and next actions.
Related service playbooks
Use these pages when you need a narrower workflow before choosing a managed service.
How a services engagement actually runs
Every engagement starts with the same question: where are leads currently being lost? For a real estate team it is usually response time — enquiries arrive on WhatsApp and portals at all hours, and the ones answered next morning have already spoken to another broker. For an agency it is follow-up after the proposal goes out. For a distributor it is duplicate and stale records that make every report untrustworthy. The first week is spent finding that specific leak, not installing software.
From there, the work is concrete: your existing contacts and deals are migrated and de-duplicated, pipeline stages are set to match how you actually sell, follow-up sequences are built across email and WhatsApp, and routing rules are configured so every new lead lands with an owner. If you are on a managed plan, the pod then runs the weekly rhythm — triaging inbound leads, flagging stale deals, tuning cadences, and sending a Monday report that shows response time, contact rate, meetings booked, and pipeline movement against the previous week.
The goal of every engagement is that the numbers hold up without heroics: leads answered the same business day, no deal sitting untouched past its stage limit, and a report your team believes. You can see the underlying platform on the features overview, check plan costs on the pricing page, or start with the free RevOps audit to get the leak diagnosis before committing to anything.
Services FAQs
Common questions teams ask before choosing a service level.
Which HelloGrowthCRM service should I choose?
Choose Managed CRM Service if you need setup, migration, and ongoing CRM hygiene. Choose Managed RevOps if you want a team to actively run follow-up queues, pipeline operations, cadence tuning, and weekly reporting.
Do services include the CRM software?
Services are designed around HelloGrowthCRM. Your plan can include CRM setup, workflows, reporting, and operational support depending on the engagement.
Can services support country-specific pricing and compliance?
Yes. Managed RevOps has country pages for India, the United States, the United Kingdom, Australia, Canada, the UAE, Singapore, and New Zealand with local currency and compliance context.
How long does a typical CRM setup engagement take?
The platform itself is quick — most teams have a working pipeline in 15 to 30 minutes. A managed setup engagement adds data migration, field cleanup, sequence building, and team training on top, which typically runs one to two weeks depending on how much history is being migrated and how many follow-up workflows need building.
Do I need a service engagement, or can I set up the CRM myself?
Most small teams self-serve: import a spreadsheet, set pipeline stages, and start working deals the same day, starting on the free plan (one user, up to 200 leads). Services make sense when the bottleneck is operational — messy data from a previous CRM, leads going cold because nobody owns follow-up, or reporting that nobody trusts. In those cases a managed engagement fixes the process, not just the software.