Growing SMBs

10 to 100 seats, without the chaos

As the team grows, leads start slipping between reps. Heigin adds routing, ownership rules and reporting without turning your CRM into a project.

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Team performance
This month · 24 reps

Pipeline

₹1.9Cr

↑ 18% MoM

SLA breaches

4

↓ from 37

Win rate

34%

↑ 5 pts

RepOpen dealsReply timeStatus
S. Rao181m 40sOn track
A. Mehta226m 12sWatch
K. Pillai924mBreached

38%

Average lift in follow-up rate

2m 14s

Median first-reply time on WhatsApp

1 view

For every rep, branch and source

The problem

At ten people, the WhatsApp group stops working. Two reps call the same lead, a third one lets an enquiry go cold, and nobody can say what this month's pipeline actually looks like without asking everyone.

What changes

Routing that fits your floor

Round-robin, territory or product-line assignment, with automatic reassignment when someone is on leave.

Nothing goes cold quietly

SLA timers on first reply and follow-ups, with escalation to a manager when a lead is about to age out.

Reporting without spreadsheets

Source-wise conversion, rep-wise activity and stage-wise ageing, refreshed live.

Onboard reps in a day

A new joiner opens a contact and reads the whole history (calls, chats, quotes) in one scroll.

How it runs

01

Define ownership

Set territories, product lines and round-robin rules per source.

02

Add SLAs

First reply in 10 minutes, follow-up in 48 hours, escalate after that.

03

Review weekly

One dashboard for pipeline health, ageing and rep activity.

We went from 6 reps to 24 in a year. The only reason nothing broke is that routing and follow-ups stopped depending on memory.

Sneha Iyer

Head of Sales, Orbit Labs

Ready to close more on WhatsApp?

1,200+ Indian SMBs are already on the Heigin waitlist. Early access rolls out weekly, three seats free when your invite lands.