HeyX is built for companies that sell and install the energy transition. Leads, quotes, signatures, planning, work orders and service run in one flow, for the office and the team outside.
Your customer does not care which department is next. HeyX keeps one record moving from the first contact to aftercare, and every team sees the same status.
HeySales and HeyWorks share the same customer record, the same workflow engine and the same portal. Use one, or both.
Quote #Q-2201
Family De Vries
Lindenlaan 12, Utrecht
The sales workflow your team actually finishes.
CRM, quotes, digital signing and payments for teams selling energy, telecom and home upgrades. Built for salespeople, not administrators.
From signed order to finished installation.
Planning, work orders, inventory, field forms and service for installation and maintenance companies. One record per customer, for office and field.
Monitor what you installed.
Asset monitoring and operations for the installed base: performance, alerts and service triggers that flow back into the workflow.
Planners see what the installer sees. Sales knows when the installation is done. The customer follows it all in the portal.
Hello Sanne
2 actions waiting for you
Sign quote
#Q-2201 · € 9.870
Pay deposit
€ 2.961 · iDEAL
Installation on 24 Sep
Documents
Powered by HeyX
Customers sign, pay, upload and follow progress in a portal that looks like you. Every action lands straight in the workflow.
Triggers on statuses, forms and payments start the next step automatically: a reminder, a task, an email, a planning slot. Parallel tracks run side by side and merge when they are ready.
Every branch has its own surveys, documents and handovers. HeyX keeps the structure fixed and the content yours.
A public API, workflow-driven webhooks and a workspace MCP server, so your own tools and AI agents can work with your data under the same permissions.
Works with
Bring one real customer case. We show how it runs from first contact to finished installation, with your products and your house style.
Demo in 45 minutes. No slides, just your process.