Send pricing follow-up to Asha Rao
Answers the open pricing question with the rates discussed on the call.
Requested by Follow-up agent
PilotSign up for the pilot program
The agentic CRM that keeps sales moving.
HeiGin connects customer signals, spots what’s slipping, and drafts the next step, with your team in control.
Working with early pilot teams
HeimatVerse
ADLantic
The problem
Your CRM knows what happened. Does it know what should happen next?
Most CRMs are systems of record, good at storing the past, dependent on people to work out the future. These are the three places that breaks down:
01
Follow-ups are forgotten
When the week gets busy, promised replies and next steps quietly fall off the list.
02
Context is fragmented
The real story of a relationship is spread across calls, inboxes, chats and docs.
03
Deals stall unnoticed
By the time a stalled deal shows up in a report, the moment has usually passed.
How it works
From customer signal to meaningful action.
Walk through one complete workflow, from a sales call to a closed
loop on the customer record.
One workflow, shown end to end.
A renewal call with Kaveri Textiles
Meera meets Asha Rao to discuss the annual contract. The meeting is on the calendar, so it lands on the customer timeline automatically once connected sources sync.
Notes and context attach to the record
Meeting notes and the conversation history come together on one timeline. No one copies anything between tools. The record already knows what was discussed.
HeiGin spots an unanswered question
Asha asked for spring-line pricing, and no reply has gone out. The follow-up agent matches the open question against the renewal context and raises it.
A follow-up is drafted for review
The agent drafts a reply using the rates discussed on the call. At this trust rung it cannot send anything itself. It prepares the action and explains its reasoning.
Meera reviews and approves
The draft, the reason, and the source context are right there. One click approves it; edits and rejection are equally easy. Sensitive actions stay behind approval.
The action is recorded, the deal moves
The reply sends, the timeline updates, and the open loop closes. Anyone on the team can see what happened, why, and who approved it.
Renewal call · Kaveri Textiles
Yesterday, 3:40 pm · 32 min · with Asha Rao
Illustrative. Integration statuses are listed on the integrations page.
Open loop: pricing question
“Could you send the updated spring-line pricing?” Unanswered for 22 hours on an account in active renewal talks.
Needs attention
R2 · Act with review
Approved by Meera S
Draft reviewed against the call notes · 9:12 am
Kaveri Textiles · Annual supply
Follow-up sent · Open loops: 0 · Next: contract review Friday
- Qualified
- Proposal
- Negotiation
- Won
Universal context
Every tool you use feeds one customer story.
Email, WhatsApp, meetings and documents each hold a fragment of every relationship. HeiGin brings them onto one timeline: what the agents read, what you approve against, and what the CRM learns from.
01Your tools
Email, WhatsApp, meetings and documents.
02One timeline
Every record keeps the full story of the relationship.
03Agents read it
They notice what is slipping and why.
Tools
Email, meetings, docs
CRM updates
Contacts, deals, activity
Messages
WhatsApp, team chats
One customer timeline
All signals in one place
Next step drafted
Personalised follow-ups
You approve
Keep control with human oversight
AI agents
An AI team that helps move every relationship forward.
Each agent has a specific job, uses specific context, and works within limits you set.
Copilot
Answers questions, runs bulk actions and builds multi-step plans.
Appears in Everywhere, via Ask HeiGin
Oversight Asks you to confirm every change.
Sales Agent
Drafts email replies using only the campaign's own offer, FAQs and PDFs, then fact-checks them.
Appears in Inbox, lead page
Intent scoring
Rates email replies as Hot, Warm or Cold.
Appears in Inbox, lead page, Leads column
Deal brief
A brief for each deal, right on the deal page.
Appears in Deal page
Hinglish support
Understands Hinglish, the way India actually talks, so it follows the context of the sale and updates the CRM.
Appears in Activity notes
Documents Q&A
Answers questions about your documents, with citations.
Appears in Copilot, Documents
Call agent
Turns Hinglish calls into a transcript, summary, intent and suggested tasks.
Appears in Lead, contact and deal pages
The workspace
Everything about the relationship. One place to act on it.
Records, pipeline, quotes, tasks and agent activity share one model - so what the agents notice turns straight into work your team can do.
Live product views. The task list below is interactive. Try ticking an item.
Sales pipeline
3 open opportunities · flags raised by the deal assistant
Kaveri Textiles
₹8,40,000Annual fabric supply · Meera S
No reply in 3 days- Qualified
- Proposal
- Negotiation
- Won
Northwind Traders
₹2,60,000Q4 restock order · Arjun K
Meeting booked- Qualified
- Proposal
- Negotiation
- Won
Sundaram Mills
₹4,15,000New account · Divya R
Stalled 12 days- Qualified
- Proposal
- Negotiation
- Won
A pipeline that tells you where to look
Risk flags sit right on each opportunity, with the reason attached, not buried in a report you check on Fridays.
Quotes and payments on the same record
GST-correct quotes go out with a public acceptance link,
and payment status lands back on the deal, no
re-entry.
A to-do list built from open loops
Agents turn what they notice into tasks. Tick them off and the record updates. Try it.
Up next for Meera
Ordered by the follow-up agent from open loops across your accounts
- Send spring-line pricing to Asha RaoKaveri Textiles · proposed by Follow-up agentToday, 4:00 pm
- Confirm renewal call with Northwind TradersNorthwind Traders · Arjun KTomorrow, 10:00 am
- Re-engage Sundaram Mills · stalled 12 daysSundaram Mills · flagged by Deal assistantOverdue · Yesterday
Agent activity
Every proposal and action, recorded with its reason
- Follow-up agent sent the pricing reply to Asha RaoApproved by Meera S R2 · Act with review
- Deal assistant flagged Sundaram Mills as stalledReason: renewal call notes mention a budget decision this week.
- Follow-up agent drafted a reply for Kaveri TextilesHeld for approval. No message was sent automatically.
- Relationship agent noted an unanswered question on Kaveri TextilesSource: call transcript synced from Google Meet.
Ask HeiGin
Any record, any answer, in plain language.
Ask who won the most this quarter, which quotes are waiting, or draft a follow-up. Copilot answers from your CRM data and is honest about what it can't do.
Three quotes are open over 7 days: Kaveri Textiles (₹1.4L), Sundaram Mills (₹86k) and one more.
Built for how your team sells
The messy real world, handled.
Selling happens on WhatsApp, on the road, and through Indian lead sources. HeiGin treats those as first-class parts of the record, not edge cases.
WhatsApp on the record
Customer conversations on WhatsApp belong on the timeline, not in a rep's personal phone.
GST-correct quotes
Quotes and invoices built for Indian tax rules from the start, not bolted on later.
Indian lead sources
Leads from IndiaMART and JustDial land in the pipeline with their context attached.
Field check-ins
Reps on the road log visits from their phone, so the timeline knows who was where.
Human control
Autonomy is earned, rung by rung.
Every agent starts at the bottom of the ladder. Your team raises it, rung by rung, agent by agent, as confidence grows. Every action at every rung is logged with its reason.
This is the intended operating model. Which controls are live during the pilot is confirmed with each team. Read about security.
Agent activity
Every proposal and action, recorded with its reason
- Follow-up agent sent the pricing reply to Asha RaoApproved by Meera S R2 · Act with review
- Deal assistant flagged Sundaram Mills as stalledReason: renewal call notes mention a budget decision this week.
- Follow-up agent drafted a reply for Kaveri TextilesHeld for approval. No message was sent automatically.
- Relationship agent noted an unanswered question on Kaveri TextilesSource: call transcript synced from Google Meet.
- R1 · Propose
Suggest
The agent reads context and recommends. Drafts, flags and lists appear. Your team does every action.
- R2 · Act with review
Act with review
The agent prepares the full action and waits. One click approves it; edits and rejection are equally easy. The default for anything customer-facing.
- R3 · Autonomous
Act automatically
Within the scope you grant, the agent acts on its own and logs everything. Reserved for low-risk, internal steps, and revocable at any time.
Integrations
Your customer context shouldn't live in silos.
Bring conversations, meeting context and team knowledge together so agents can act with better context.
Customer timeline
HeimatVerse
Pilot team
“Follow-ups used to live in people's heads. Now HeiGin flags them before they slip, and drafts the message for us to approve.”
ADLantic
Pilot team
“Having WhatsApp conversations, quotes and calls on one timeline means anyone on the team can pick up a client without a handover call.”
FAQ
Questions, answered honestly.
What is an agentic CRM?
A CRM that does more than store records. It uses AI agents to read customer context, notice what needs attention, and propose or carry out the next step, within the permissions your team sets.
How is HeiGin different from a traditional CRM?
Traditional CRMs depend on people to remember what to do next. HeiGin is designed to surface open loops, stalled deals and customers needing attention, and to help your team act on them.
Which tools can HeiGin connect to?
Integrations with tools like Gmail, Google Calendar, Google Meet and Slack are available. WhatsApp is in development. See the integrations page for the current status of each.
Can agents take actions automatically?
Agents work within defined permissions. Outbound and sensitive actions require approval by default, and your team raises each agent's autonomy as confidence grows.
Can our team review agent actions?
Yes, that is a core design principle. Agent proposals and actions are recorded in an activity log showing what happened, why, and who approved it.
Can we import existing CRM data?
Yes, imports from CSV, HubSpot and Salesforce are available, with guided field mapping. If you use something else, tell us when requesting access.
How do we get access?
HeiGin is in an early pilot. Request early access and we'll get in touch to understand your team and workflow.
How is customer data handled?
We are documenting our data handling practices as the product matures. Our security page describes the intended model and lists what is still being confirmed. Ask us anything at any time.