Sales
A lead becomes a deal, the deal becomes a quote, the quote becomes an invoice. Nobody types it twice.
How does sales work in Hyegro?
Hyegro covers the sales cycle in one place. Leads are captured and routed, converted into contacts, accounts and deals, and a won deal turns into a quotation, an order and an invoice with PDF templates and tax lines. The data carries through, so nobody re-keys it.
- Leads in a list or a board, with import and one-click conversion
- Deal pipelines with stages, plus a 360° view of each account
- Quotes, orders and invoices with line items, tax and PDF templates
- Products and stock, and Xero sync for contacts, invoices and payments
See it in a real workspace.
Professional services
Proposals, clients, projects, timesheets and invoices in one place, so the work you sold is the work you bill.
IndustryFreight and logistics
Shipments move through stages, carriers get their purchase orders, and invoices go out when the freight lands.
IndustryDistribution and wholesale
Dealer accounts, a product catalogue, quotes, orders and invoices, with new leads routed to the right rep.
IndustryTraining and education
Courses, cohorts and enrolments, with students kept as contacts and every enrolment tied to its invoice.
Industry
Early access is open.
We are onboarding a small group of businesses first. Tell us how you work and we'll build the first version of your workspace with you, on founder pricing.