01 · LIVE5 intake routes
NEW 18QUALIFIED 12BOOKED 8
Turn unstructured demand into a workable record
Create an enquiry manually or extract customer and request details from a pasted email, booking request or chat conversation.
Customer CRM for service businesses
Customer CRM that keeps leads moving.
Bring enquiries, customer history and follow-ups into one workspace. See who needs a reply, who owns it and what happens next.
- Capture every opportunityForms, chat and AI-assisted enquiry capture.
- Keep the customer contextContacts, conversations and deal history together.
- Make the next step clearNamed owners, due dates and delivery stages.
Browser-based. Nothing to install.
Your sales pipeline
From enquiry to confirmed workNew enquiry
AMAlex MorganWebsite form
Deal value£240
Reply todayQualified
JCJamie ChenChat enquiry
Deal value£680
Proposal requestedConfirmed
MEMara EllisReturning customer
Deal value£420
Booking confirmedSend Alex available timesMaya S. · Today, 14:30
AM
Alex MorganConsultation enquiry
- alex@example.com
- Source
- Website form
- Owner
- Maya S.
- Interested in
- Consultation
What the customer asked
“I’m looking for an afternoon appointment next week.”
AI-assisted summary
Send available times
Alex prefers an afternoon slot next week. Confirm the service and share two available times.
See the CRM in action
Watch the CRM leads workspace in this 68-second product walkthrough.
1:08
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What it is
An operating CRM—not a passive address book.
HexaTech connects lead capture, customer and company identity, pipeline work, communication, next actions and won-deal fulfilment. Teams can see where an enquiry came from, what it is worth, who owns it, what is due and what happened after it was won.
- ✓Manual, form, chat, API and AI-assisted intake
- ✓List and drag-and-drop pipeline views
- ✓Customer, company and duplicate-aware records
- ✓Deals, payments, fulfilment and analytics
Operating outcomes
Move every enquiry from signal to delivered value.
Capture demand, make ownership and deadlines visible, then continue confirmed work into payment, fulfilment and reporting.
02 · LIVE4 due states
AMAlex MorganReturning customerFollow-up due
Make pipeline responsibility visible
Work in a searchable list or stage board with value, source, owner, priority, next action and due-state in view.
03 · LIVE1 connected journey
NEXT BEST ACTIONConfirm preferred timeOwner · Maya
Continue after the sale is won
Carry confirmed work into payment and fulfilment stages, then measure cycle time, stuck deals and realised value.
In the real operation
One operating record across sales and delivery.
HexaTech connects lead capture, customer and company identity, pipeline work, communication, next actions and won-deal fulfilment. Teams can see where an enquiry came from, what it is worth, who owns it, what is due and what happened after it was won.
01Manual, form, chat, API and AI-assisted intake
02List and drag-and-drop pipeline views
03Customer, company and duplicate-aware records
Capability map
The CRM capabilities teams use every day.
Connect multi-source intake, list and pipeline work, customer identity, next actions, fulfilment and decision-ready analytics.
01
SOURCEVERIFIED
FORMCHATAPIPASTED TEXT
↓
NEW ENQUIRYCustomer and request extractedReview before save
manualformsAI capture
Enquiry structured01
Multi-source enquiry capture
Create leads manually, receive website-form or API submissions, continue chatbot enquiries, or extract structured fields from pasted text for review.
- VALUE
- Less re-keying at intake
- VISIBLE PROOF
- Source retained on every enquiry
02
WORKFLOWREADY
New14Proposal4Confirmed8
listpipelinefilters
Workload visible02
List and pipeline workspace
Switch between a configurable lead table and a drag-and-drop stage board; search, filter and focus on overdue, due-today or due-soon work.
- VALUE
- A clearer daily workload
- VISIBLE PROOF
- Stage and due-state stay in view
03
CUSTOMERMATCHED
PIPELINEProposal sentMedium priority
OPPORTUNITY£4,800Website source
customercompanyduplicates
Context matched03
Customer and company context
Keep contact details, company, stay or event context, notes and activity together, with duplicate review and customer matching.
- VALUE
- Fewer fragmented records
- VISIBLE PROOF
- Lead, customer and activity tabs
04
NEXT ACTIONOWNED
ownerprioritydue
Action owned04
Ownership and next actions
Assign an owner, priority and next task; make overdue work visible and keep email, phone or chat actions close to the record.
- VALUE
- Less follow-up by memory
- VISIBLE PROOF
- Named owner and deadline
05
SIGNALMEASURED
✓Won02Payment03Preparation04In progress
dealpaymentfulfilment
Delivery connected05
Deals, payment and fulfilment
Continue won enquiries into deal value, payment status and fulfilment stages such as preparation and in progress, with due dates and owners.
- VALUE
- Sales and delivery stay connected
- VISIBLE PROOF
- One deal progress record
06
CONTROLACTIVE
New 51Qualified 40Won 26
funnelforecastvalue
Evidence ready06
Pipeline and revenue analytics
Review win rate by source, funnel movement, days to close, revenue forecast, lost reasons, stuck deals and customer value.
- VALUE
- Decisions use operating evidence
- VISIBLE PROOF
- Source-to-revenue reporting
Useful customer memory is organised around action.
A CRM earns trust when scattered moments become one understandable record with a clear owner and a meaningful next step.
Operating sequence
From first enquiry to measurable outcome.
Choose a step to see what enters the CRM, how the team works it and which operational result becomes visible.
SELECTED STEP · 01
INFORMATION ENTERINGCustomer details, request, source and relevant booking or event context.
TEAM WORKSPACEMatches an existing customer or creates a reviewable new record.
VISIBLE RESULTA structured enquiry ready for action, without re-keying the whole message.
Scope clarity
From incoming demand to delivered value.
A useful CRM connects three things that are often separated: where demand entered, who owns the next move and what happened after the opportunity was won.
FORMCHATAPIAI PASTE
↓CUSTOMER + COMPANYOne reviewable enquiry
Capture and match the relationship
Enquiries from different entry points become structured records while customer, company and likely duplicate context remains reviewable.
STAGEProposal sent
VALUE£4,800
OWNERMaya
NEXT ACTIONDue today
Make the next action accountable
Pipeline stage, value, priority, owner, communication and due-state stay together while the opportunity is active.
✓WonValue confirmed
02PaymentAwaiting action
03FulfilmentPrepare and deliver
Continue won work into delivery
A confirmed opportunity carries forward into payment, fulfilment, tasks and the analytics used to improve the next cycle.
FAQ
Questions, answered.
Practical answers for teams evaluating customer relationships.
How can a new enquiry enter the CRM?+
A team member can add it manually, a website form or connected system can send it through the API, a chatbot can create it, or AI capture can extract fields from pasted enquiry text for review.
Can teams use both a list and a sales pipeline?+
Yes. Leads can be worked in a configurable list or a stage-based pipeline board, with search, filters and views for overdue, due-today and due-soon actions.
What stays on an enquiry record?+
The record can hold the customer, company, source, value, priority, pipeline stage, owner, stay or event context, notes, activity and next action.
What happens when an opportunity is won?+
Confirmed work can continue into a deal record with payment status, fulfilment stage, due date and ownership, while analytics report value and cycle progress.
Can the CRM help prevent duplicate customers?+
Potential duplicates can be identified using contact and contextual matching, then reviewed before records are merged.
Which CRM reports are available?+
Current reporting includes pipeline funnel and win rate, source performance, average deal value, days to close, forecast, lost reasons, stuck deals, payment status and top customers by value.
Start with the workflow creating the most friction.
See how customer relationships can connect to the wider customer journey without forcing a full-system replacement.