Real Estate · Finance · Media Agencies · Free Plan · $10/user/mo

CRM Software Built for New York's Pace

NYC real estate agents, financial services firms, and media agencies close deals faster with HelloGrowthCRM. Simpler than HubSpot. Cheaper than Salesforce. Free plan available.

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Free plan · Paid from $10/user/mo · SOC 2 Type II · CCPA compliant

Why NYC Businesses Lose Deals Without a CRM

Co-op board timelines slip

Without a pipeline stage for board approval documents, deals stall in email threads. Agents lose track of which packages are submitted, pending, or rejected.

Multiple-offer situations with no system

When three buyers bid on the same listing, managing relationships without a CRM means someone doesn't get followed up. Referrals die in spreadsheets.

Finance client intelligence lives in inboxes

Financial advisors track mandates in email. No shared pipeline means no handoff — clients who don't hear back go to competitors.

Agency retainer renewals caught too late

Media and PR agencies lose retainer clients because no one flagged the 60-day renewal window. A CRM with date-triggered tasks prevents this.

How New York Teams Use HelloGrowthCRM

One system for your deals, calls, follow-ups, and documents — live in under a day.

NYC real estate pipeline

Build stages for Showing Scheduled → Offer Submitted → Co-op Docs Sent → Board Review → Closing. Attach co-op questionnaires to each deal. Every stage has automatic follow-up tasks so nothing slips.

Financial services relationship tracking

Each client mandate or advisory relationship lives in the pipeline. Log every call and meeting automatically. Set annual review reminders 90 days out. Know which clients haven't heard from you in 30+ days before they call a competitor.

Media and agency client management

Track pitches, retainer negotiations, and project scopes in one pipeline. Attach proposals to deal records. Set renewal alerts at 60-day marks. See which clients generate the most revenue and which are at risk.

Offline CRM for the NYC commute

The iPhone and Android apps work fully offline. Log calls, update deal stages, and write notes on the subway. Everything syncs the moment you exit the station — no signal needed underground.

8 Features NYC Sales Teams Use Every Day

Pipeline, dialer, AI scoring, WhatsApp. No stitching together five tools.

Pipeline Management

Visual Kanban. Track real estate deals, finance mandates, and agency retainers through every stage.

Built-In Dialer

Click-to-dial with call recording and AI transcription. Every call auto-logged to the lead record.

AI Lead Scoring

Every lead scored 0–100 on fit, intent, and engagement. Know which NYC prospect to call first.

Email Automation

Drip sequences that keep cold leads warm between touchpoints — no manual follow-up needed.

WhatsApp CRM

Log WhatsApp conversations to deal records. Essential for international clients and NYC media contacts.

Mobile CRM

Full iOS and Android apps. Offline mode for subway commutes. GPS check-in for field meetings.

Reporting & Analytics

Pipeline by rep, deal velocity, and source attribution. Know what's closing and what's stalling.

Team Collaboration

Role-based access, shared inboxes, and deal handoffs. Built for agencies and brokerages.

HelloGrowthCRM vs HubSpot vs Follow Up Boss for NYC Teams

HubSpot charges $3,000 just to onboard. Follow Up Boss is real-estate-only at $69/user/month. HelloGrowthCRM covers real estate, finance, and agency pipelines at $10/user/month — with a free plan.

	HelloGrowthCRM	HubSpot	Follow Up Boss
Starting price	$10/user/mo	$20/user/mo	$69/user/mo
Built-in dialer	Yes	Add-on only	Yes
Free plan	Yes (1 user)	Limited CRM only	No
AI lead scoring	Yes	Professional+ only	No
WhatsApp integration	Yes	$400+/mo add-on	No
Onboarding fee	None	$3,000 required	None

Frequently Asked Questions

Can HelloGrowthCRM handle NYC real estate co-op board documentation workflows?

Yes. Attach co-op questionnaires, financial statements, and board approval documents directly to each deal record. Set document checklist stages in your pipeline so every co-op submission is tracked end-to-end. No separate document management tool needed.

Is HelloGrowthCRM compliant with New York's real estate disclosure requirements?

HelloGrowthCRM is a CRM — it stores and organizes your disclosure documents and timestamps when they were sent. It does not generate legal documents. We are SOC 2 Type II, run on AWS (via Supabase) with encryption at rest and in transit, and offer US data residency on request for enterprise deployments.

How does HelloGrowthCRM compare to HubSpot for a 10-person NYC agency?

HubSpot Professional for 10 users costs $1,600/month plus a required onboarding fee. HelloGrowthCRM Growth for 10 users is $100/month with no onboarding fee and a free plan to start. For NYC agencies billing under $3M ARR, that saving pays for a junior hire.

Does HelloGrowthCRM integrate with StreetEasy or Zillow leads?

HelloGrowthCRM captures leads via web forms, API, and Zapier. StreetEasy and Zillow do not offer native CRM integrations, but you can route their lead emails into HelloGrowthCRM automatically via our lead capture inbox or Zapier.

Can I use HelloGrowthCRM on the NYC subway without internet?

Yes. The Android and iOS apps work fully offline — log calls, update deals, and write notes without a signal. Everything syncs automatically when you reconnect above ground.