HelloBooks CRM is an emerging AI-powered CRM that aims to combine sales automation, communication tools, and even “done-for-you” revenue operations into one platform. While the concept is impressive, the product still feels like it’s in an early stage.
What stands out:
The biggest strength is its AI-first approach. Features like automated email drafting, lead scoring, and call summaries are designed to reduce manual work for sales teams. It also brings multiple communication channels—calls, WhatsApp, SMS, and email—into a single dashboard, which is very practical. The optional “managed sales” service is another unique angle, where a team helps handle your pipeline instead of just giving you software.
Final verdict:
HelloBooks CRM shows strong potential and a modern vision for AI-driven sales, but it’s not yet a proven solution. It may be worth trying for early adopters or startups willing to experiment, but businesses with critical sales operations might prefer more established CRMs for now.
Zoho CRM
I have been using HelloGrowthCRM during testing activities and have worked with modules such as Leads, Accounts, Deals, Sales Journey, Daily Run, Analytics, Prospecting, and Field Operations. The platform makes it easy to manage different business activities from one place. I found the interface simple to navigate, and the Sales Journey and Daily Run modules were helpful for tracking activities and follow-ups. The dashboard provides a clear overview of data, and overall the CRM is easy to use for managing sales and operational workflows.