NYC real estate agents, financial services firms, and media agencies close deals faster with HelloGrowthCRM. Simpler than HubSpot. Cheaper than Salesforce. Free plan available.
Free plan · Paid from $10/user/mo · SOC 2 Type II · CCPA compliant
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.
One system for your deals, calls, follow-ups, and documents — live in under a day.
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.
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.
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.
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.
Pipeline, dialer, AI scoring, WhatsApp. No stitching together five tools.
Visual Kanban. Track real estate deals, finance mandates, and agency retainers through every stage.
Click-to-dial with call recording and AI transcription. Every call auto-logged to the lead record.
Every lead scored 0–100 on fit, intent, and engagement. Know which NYC prospect to call first.
Drip sequences that keep cold leads warm between touchpoints — no manual follow-up needed.
Log WhatsApp conversations to deal records. Essential for international clients and NYC media contacts.
Full iOS and Android apps. Offline mode for subway commutes. GPS check-in for field meetings.
Pipeline by rep, deal velocity, and source attribution. Know what's closing and what's stalling.
Role-based access, shared inboxes, and deal handoffs. Built for agencies and brokerages.
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 (5 users) | 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 |
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.
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 and store all data on US-based servers.
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.
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.
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.
Pipeline management, built-in dialer, AI scoring — $10/user/mo. Free plan for up to 5 users. No credit card required.
SOC 2 Type II · CCPA compliant · Privacy Policy · DPA
CRM for Real Estate Agents
Pipeline, follow-ups, and document tracking for agents and brokers.
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Everything a growing business needs to manage leads and close deals.
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Side-by-side: price, features, onboarding. No $3,000 onboarding fee.
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Free plan + $10/user/mo Growth. No annual lock-in.
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