CRM
CRM is being designed as the customer-facing operating layer for leads, deal progress, and relationship context inside the same Heigin workspace.
CRM is in planning so sales and customer workflows can eventually live inside the same platform as HR and finance.
Planned module
Planned for connected workflows
Heigin is expanding beyond the live HR and finance modules with the same emphasis on clean workflows, operational visibility, and shared context.
Status
In planning
Focus
Pipeline and customer context
Advantage
Connected to finance and operations
What teams can run with CRM
Pipeline, customer history, and follow-ups are being shaped to sit inside the same platform your teams already use for HR and finance.
Shared customer context
Keep customer information close to finance workflows, invoicing, and future operational handoffs.
Pipeline visibility
Track opportunities and deal movement without losing context once a customer becomes active.
AI-assisted prioritisation
Use explainable scoring and recommendation patterns to surface where teams should focus next.
Smarter handoffs
Reduce the gap between sales, finance, and delivery by keeping workflows inside one ERP foundation.
Included workflows
- Lead and opportunity tracking
- Deal stage visibility
- Customer communication drafting
- Cross-team handoffs into finance and operations
Get started
Share your CRM requirements
Tell us how your team handles pipeline, handoffs, and customer follow-ups so we can prioritise around real operating needs.