HeiGin

Use cases

Built around the moments relationships slip.

Each use case starts with a real customer-management problem, not a feature list.

01

Preventing missed follow-ups

A prospect asks a question on a call. The rep means to reply that afternoon. Then three other calls happen.

Related: Follow-up agent
The friction today

Follow-ups live in people's heads and scattered notes. Nothing reminds anyone until the prospect goes quiet.

How HeiGin helps

The follow-up agent notices the open question and drafts the reply with the call context, ready for approval.

  1. Call ends
  2. Open question detected
  3. Reply drafted
  4. Rep approves
  5. Logged on timeline
Expected outcome

Promised replies go out while the conversation is still warm.

02

Keeping deals moving

An opportunity sits in Proposal for twelve days. No one has noticed because everyone assumes someone else is on it.

Related: Pipeline view
The friction today

Stalled deals usually surface in a weekly review, long after the right moment to act.

How HeiGin helps

The deal assistant flags inactivity as it happens and suggests a next step that references the last conversation.

  1. Activity stops
  2. Stall flagged
  3. Next step suggested
  4. Owner acts
Expected outcome

Stalls are caught early, while there's still momentum to recover.

03

Improving lead qualification

Twenty enquiries arrive in a week through forms, email and messaging. A few are excellent fits; most aren't.

Related: Lead qualification agent
The friction today

Sorting leads by hand is slow, and the good ones wait in the same queue as everyone else.

How HeiGin helps

The lead qualification agent organises incoming details and highlights useful qualification signals.

  1. Enquiry arrives
  2. Details organised
  3. Signals highlighted
  4. Owner assigned
Expected outcome

Your team spends its first hour on the leads most likely to matter.

04

Surfacing customers who need attention

A long-standing customer who usually orders monthly hasn't been in touch for two months.

Related: Relationship agent
The friction today

Quiet accounts don't generate alerts. By the time anyone notices, the relationship has cooled.

How HeiGin helps

The customer relationship agent spots unusual quiet and adds the account to this week's list, with the reason.

  1. Pattern changes
  2. Account surfaced
  3. Reason explained
  4. Team reaches out
Expected outcome

Relationships get attention before they need rescuing.

05

Reducing manual CRM administration

After every meeting, someone is supposed to log notes, update the stage and create tasks. It rarely all happens.

Related: Integrations
The friction today

CRM data decays because updating it feels like admin work, not selling.

How HeiGin helps

Connected context lands on the timeline automatically, and agents propose the updates for a quick confirmation.

  1. Meeting happens
  2. Context syncs
  3. Updates proposed
  4. One-click confirm
Expected outcome

The CRM stays accurate without becoming anyone's second job.

06

Coordinating sales workflows

A deal closes. Onboarding tasks, notifications and a kickoff call all need to happen, in the right order.

Related: Workflow agent
The friction today

Hand-offs depend on checklists that someone has to remember to start.

How HeiGin helps

The workflow agent runs the steps you define, pausing before anything customer-facing.

  1. Deal won
  2. Tasks created
  3. Team notified
  4. Approval before email
  5. Kickoff booked
Expected outcome

Hand-offs happen consistently, every time.