Get Your CRM Running in 30 Minutes
A straightforward 5-step onboarding process to get your sales team selling faster.
Watch the 5-Minute Setup Guide
Embedded video placeholder
Replace with your actual setup video
This video walks through all 5 setup steps, data security, and best practices for maximum adoption.
Step 1:Import your contacts
Upload contacts from CSV, Excel, or directly from your existing CRM (HubSpot, Salesforce, Zoho). Your data is migrated securely in minutes.
Step 2:Set up your pipeline stages
Define your sales pipeline with custom stages. Map your existing process and set move rules to automate deal progression.
Step 3:Connect WhatsApp or email
Link your WhatsApp Business account or email for real-time lead notifications, auto-responses, and conversation history in the CRM.
Step 4:Invite your team members
Add your sales reps and managers with role-based permissions. Everyone gets instant access to real-time pipeline visibility.
Step 5:Run your first AI lead score
HelloGrowthCRM's AI analyzes your pipeline and scores leads by likelihood to close. Focus your team on hot opportunities first.
Secure Data Transfer
All data encrypted in transit and at rest. GDPR and CCPA compliant.
Zero Configuration
Smart defaults work out of the box. Customize anything anytime.
Instant Team Access
Your team gets mobile and desktop access immediately after invite.
Common Questions
Get answers to the most asked setup questions
Ready to Get Started?
Complete the 5-step setup in 30 minutes and start selling with AI-powered insights.