CRM
A customer record that fills itself, from the calls, emails, and quotes you are already doing.
The CRM nobody has to update
Every call answered, quote sent, and meeting held becomes part of the record, without anyone typing it in after the fact.
Fills itself
Calls, emails, and quotes attach to the right customer automatically.
Shows what is live
See which jobs are quoted, booked, or waiting on you, without a status meeting.
Chases the next step
Heyno follows up on the quotes and calls that have gone quiet.
A record that builds itself
Heyno links each call, email, and document to the customer it belongs to, so the history is there when you need it.
Know what is actually live
A pipeline built from real activity, not from what someone remembered to update on Friday.
Follow-ups that happen
When a quote goes quiet, Heyno nudges, in your voice, on the schedule you set, held for your approval.
Everything about them in one place
Everything about them in one place.
What is quoted, booked, and closed.
What has gone quiet.
What a week looks like
| Stage | What Heyno does | Waits for you |
|---|---|---|
| New inquiry | Answers the call, captures the details | No |
| Quote | Prices it from your rules, drafts it | Yes, to send |
| Quiet quote | Drafts a nudge on your cadence | Yes, to send |
| Won | Files the job and books the visit | Yes, to book |