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The CRM for Small Businesses That Can't Afford to Miss a Follow-Up

HelloGrowthCRM unifies your pipeline, email, and 10DLC-ready texting — then lets AI chase the follow-ups your reps forget. Connects to Gmail, Outlook, QuickBooks, Zoom, and 50+ tools in minutes.

AI follow-ups, drafted for youGmail & Outlook sync10DLC-ready business textingKnow what every rep touched
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Live
HelloGrowthCRM pipeline view with an AI-suggested follow-up and a synced Gmail thread
  • SOC 2 Type II examination completed
  • CCPA-ready data controls
  • TCPA-conscious texting — consent logs and automatic opt-out
  • A2P 10DLC registration support
Trusted by 500+ teams worldwideSOC 2 Type IIListed onCapterraG2G2Product Hunt

Where are you starting from?

Import your spreadsheet in one click

Upload your Excel or CSV, map the columns once, and every lead is in a pipeline the same afternoon.

Why teams leave Excel

Your first 7 days, mapped out

A guided onboarding checklist takes you from signup to your first automated follow-up — no consultant, no IT team.

See the first-week plan

No training needed

If your team can use WhatsApp, they can use HelloGrowthCRM. Pipelines are drag-and-drop Kanban boards.

Tour the features

You don't have a lead problem. You have a follow-up problem.

Every forgotten follow-up is revenue your competitor collects.

Tool sprawl — a CRM, a dialer, a texting app, and a spreadsheet

Four subscriptions, four logins, and no single record of what was actually said to the customer.

Follow-ups that depend on someone remembering

The lead said "call me next week" — and nobody did. No reminder, no record, no revenue.

Texting your customers without a consent trail

TCPA claims run $500–$1,500 per message. If you can't show consent and opt-out records, every campaign is exposure.

One workspace that captures every lead, tells you who to call first, and sends the follow-up even when you're busy. Set up in an afternoon — no consultant, no IT team.

Know who to call first

AI lead scoring ranks every inbound enquiry by likelihood to buy — included on every plan, even free.

How AI scoring works

Reach buyers in the channel they answer

Gmail and Outlook sync, sequences, and compliant SMS with consent tracked on every contact — one record, no app-switching.

See the dialer and inbox

Never drop another follow-up

Sequences fire automatically and deal-risk alerts warn the owner before a quiet deal slips out of the forecast.

Explore sales automation

Fast onboarding

Migrate and Start Selling
in 3 Steps

From export to live pipeline in minutes — no consultants, no downtime.

STEP 01

Export from Your Current CRM

Download CSV or Excel from Salesforce, HubSpot, Pipedrive, or your spreadsheet workflow without reformatting everything first.

  • CSV and Excel friendly
  • Works with old lead lists
  • No consultant handoff needed
View integrations
STEP 02

Upload and Auto-Map Fields

Upload once and our importer maps names, email, phone, company, stage, source, and notes so your team is ready fast.

  • Auto-maps common fields
  • Keeps notes and stages
  • Import in minutes
See import flow
STEP 03

Go Live and Close Deals

Launch your team workflow instantly, then scale with AI scoring, dialer, sequences, and optional Managed RevOps.

  • AI lead scoring
  • Dialer and sequences
  • Optional RevOps support
Start free

Launch faster

Your team can be live the same day

Start free, import your data, and upgrade only when your team is ready for the full AI CRM.

Import your current dataKeep your existing processStart with zero downtime

One connected workflow

From First Enquiry to Closed Deal — Without Switching Tools

A scheduler books the meeting. A form tool collects the email. Then the lead falls between tools. In HelloGrowthCRM, every step updates the same record — so nothing has to be re-entered, re-assigned, or remembered.

  1. STEP 1

    Lead captured

    Forms, WhatsApp, email, and booking pages all create one lead record with its source attached.

    Lead management
  2. STEP 2

    Meeting booked

    Prospects book straight into your calendar — the booking auto-creates the CRM contact and activity.

    Meeting scheduler
  3. STEP 3

    Follow-up automated

    Email and WhatsApp sequences fire on schedule, so no lead goes quiet because someone forgot.

    Follow-up sequences
  4. STEP 4

    Deal tracked

    Every opportunity sits in a pipeline stage with an owner and a clear next action.

    Deals pipeline
  5. STEP 5

    Revenue attributed

    Closed deals trace back to the form, booking, or campaign that started them.

    Revenue attribution

Built for US sales teams

Which American teams
ship the fastest with us?

Pick the workflow closest to your business — from SaaS pipelines to home services dispatch, every flow ships USD pricing and CCPA compliance.

US SaaS teamsInbound, outbound, and PLG-friendly workflows wired to the agentic AI stack.ExploreB2B SMBsUSD plans, SOC 2 + CCPA compliance, and a dialer that actually replaces RingCentral.ExploreHome servicesQuote, dispatch, and follow up — built for HVAC, roofing, plumbing, and pool service.ExploreFinancial advisorsCompliant client outreach with audit trails, e-sign, and scheduled review reminders.Explore
Features

One CRM instead of five subscriptions. Zero Add-ons.

AI follow-ups, Gmail and Outlook sync, compliant texting, and a dialer — on one per-user price, with nothing sold back to you as an add-on.

AI Follow-Up Automation

Leads here

Loading demo…

Interactive demo — all data is local, nothing is saved

Explore AI Follow-Up Automation
Testimonials

Loved by Businesses Worldwide

See what customers say about HelloGrowthCRM.

“Switched from Salesforce Essentials. Pipeline visibility went up, license cost went down, and our reps actually log calls now because the dialer is built in.”
JC

Jessica Caldwell

VP Sales, BluePeak Cloud, Austin TX

“We run two prospecting cadences a week — one for SDRs, one for AEs. HelloGrowthCRM's sequences plus the built-in dialer replaced Outreach and Aircall for us.”
MW

Marcus Whitfield

Director of Revenue, NorthRail Logistics, Chicago IL

“AI lead scoring is the real deal. Our top quintile of inbound leads now close at 47%, and the reps stopped wasting an hour a day chasing bad fits.”
EB

Emily Brennan

Head of Inbound, Cascade FinTech, Seattle WA

“SOC 2 and CCPA-ready out of the box mattered for our enterprise pilots. Procurement signed off in two weeks instead of two months.”
RK

Robert Kim

CRO, Meridian Health Tech, Boston MA

“The deal-risk agent caught three deals that were going dark before our forecast call. We saved $180K of pipeline that quarter just from being warned in time.”
SL

Sarah Lindstrom

Sales Ops Manager, Vellum Industrial, Denver CO

“Our SDRs dial 80+ a day with the click-to-call. Local presence numbers in every state and HubSpot-style sequences — but for half the cost.”
DC

Devon Carter

SDR Manager, Crestline Software, San Diego CA

Read more customer stories

Pricing

Pricing for United States (USD)

Three USD tiers for United States: Free Forever, Growth, and Enterprise. Credit card, ACH, PayPal, Stripe.

Best to start

Free Forever

$0

Free forever · No credit card · 1 user · 200 leads

Full CRM basics with no time limit. Not a trial — you keep this tier as long as you want.

  • Lead & Contact Management (200 leads/contacts cap)
  • Accounts (20 cap) + 1 deal pipeline
  • Pipeline Management (Kanban)
  • Task Board (100 tasks, Kanban only)
Most popular

Growth

$10/user/mo

Full AI CRM with dialer, bulk WhatsApp, and API. The hero plan for US teams.

  • Everything in Free, PLUS:
  • Unlimited leads, contacts & deals with unlimited pipelines
  • AI lead scoring & enrichment

Enterprise

Talk to us

Tailored for complex needs — multi-location, compliance, white-label.

  • Everything in Growth, PLUS:
  • Dedicated named Account Manager
  • Custom workflow automation (multi-step, approval flows)

USD per user, per month. Transparent tiers, monthly or annual (annual saves two months). Free 14-day trial on every tier — never 'call for pricing'.Full United Statesplan details & comparison · Feature comparison table

Comparison

Why Teams Switch to HelloGrowthCRM

Features that HubSpot and Salesforce charge extra for come included.

Compare us withHubSpotZohoPipedrive— or explore every comparison below.

AI Lead Scoring

Included

HubSpot

Higher plans

Salesforce

Paid (Einstein)

Pipedrive

Limited

Built-in Dialer

Included

HubSpot

Built-in with limits

Salesforce

Usually add-ons

Pipedrive

Higher plans

WhatsApp / SMS

Included

HubSpot

Add-ons

Salesforce

Add-ons

Pipedrive

Integrations

Managed RevOps

Optional

HubSpot

Via partners

Salesforce

Via consultants

Pipedrive

Via partners

Setup Time

< 15 minutes

HubSpot

Moderate

Salesforce

Complex

Pipedrive

Moderate

Best For

Growing teams

HubSpot

Marketing-heavy

Salesforce

Enterprise

Pipedrive

Sales-only

Pricing

Predictable

HubSpot

Add-on costs

Salesforce

Enterprise pricing

Pipedrive

Multiple tiers

vs HubSpot vs Zoho CRM vs Pipedrive vs Salesforce vs Freshsales

Works with the tools you already use.

259+ integrations.

See all app integrations

US buyer FAQ

What US Teams
Ask First

Texting compliance, integrations, migration, and how we compare to HubSpot and Salesforce.

Still have questions? Talk to our US team

Comparing CRMs for your US team?

See how HelloGrowthCRM stacks up against HubSpot and Salesforce on price, AI features, and compliance.

View USA Pricing

American sales workflows

Which workflows help US teams
replace HubSpot, Outreach & Aircall?

Start where your stack is bloated — collapse outbound, dialing, and AI scoring into one platform.

AI Lead ScoringScore every inbound MQL automatically so SDRs only call the leads worth their time.Explore use caseBuilt-in US DialerLocal presence numbers, call recording, voicemail drop — replaces Aircall and JustCall.Explore use caseEmail SequencesCadenced outbound and nurture flows that rival Outreach without the seat pricing.Explore use caseDeal Risk AgentAI agent watches every deal and pings the owner when a stalled deal threatens the forecast.Explore use caseRevOps ReportingForecast accuracy, pipeline coverage, win-rate by source — pre-built dashboards.Explore use case

US industry guides

US-specific CRM playbooks

Industry-by-industry guidance for American businesses — plus comparisons against HubSpot, Salesforce, and Pipedrive.

By industry

12 pages
CRM for US real estate agentsZillow and portal leads captured, nurtured, and closed — automatically.ExploreCRM for roofing companiesFrom storm-season lead surge to signed contract — one clean job pipeline.ExploreCRM for HVAC companiesTurn service calls into quotes, jobs, and repeat maintenance contracts.ExploreCRM for plumbersBook jobs, dispatch techs, and chase invoices from your phone.ExploreCRM for financial advisorsManage client reviews, referrals, and compliance-ready records with ease.ExploreCRM for insurance agentsNever miss a renewal — automate policy follow-ups and cross-sell reminders.ExploreCRM for staffing agenciesTrack clients, candidates, and placements in one recruiting pipeline.ExploreCRM for SaaS companiesTrials, demos, and expansion revenue — one pipeline from PQL to close.ExploreCRM for law firmsIntake, conflict checks, and matter follow-ups without the paper chase.ExploreCRM for music schoolsTrial lessons, enrollments, and tuition reminders on autopilot.ExploreCRM for notariesBookings, signings, and repeat-client follow-ups — organised simply.ExploreCRM for pressure washingQuote fast, schedule crews, and win seasonal repeat business.Explore

Guides, pricing & tools

USA pricing in USDSimple USD plans from $10/user/month — no hidden platform fees.HubSpot vs HelloGrowthCRMFeature-by-feature and price-by-price — see what you'd actually save.Salesforce vs HelloGrowthCRMEnterprise power without enterprise setup time or pricing.What is AI lead scoring?How AI ranks your inbound leads so reps always call the hottest first.SOC 2 & CCPA trust centerSecurity posture, compliance docs, and data-handling details in one place.AI Sales Copilot guideLet AI draft follow-ups, summarize calls, and plan your reps' day.
Free US Pipeline Audit

Audit Your US Sales Pipeline
— Instantly

Drop your website URL and get a consulting-grade review of your inbound funnel, SDR conversion, and forecast accuracy with a 90-day plan.

Watch on YouTube

Watch HelloGrowthCRM
in action

Product demos, feature walkthroughs, and real CRM playbooks from our team.

Watch the product demo

Open YouTube channel

Resources & Guides

Small Business CRM Tips
& Playbooks

Practical sales guides, CRM tips, and free tools — no fluff, no paywalls.

Featured articles
View all blog posts
Free sales tools
See all free tools

Revenue-ready CRM

Your Next Lead Deserves a Same-Day Follow-Up.

Start free — it's not a trial, it never expires. Upgrade only when you outgrow it.

Free forever starterNo credit card requiredPaid plans from $10/user/mo
Start freeBook Demo

No credit card · Setup in an afternoon · 14-day money-back on annual plans

Questions? Contact the HelloGrowthCRM team

+1 (607) 318-2126 · sales@hellogrowthcrm.com

United States — cities and solutions