---
title: "HeyX | Sales and operations software for the energy transition"
description: HeyX is the platform for companies that sell and install the energy transition. Leads, quotes, signing, planning, work orders and service on one customer record.
canonical: https://heyx.app/
lang: en
---

# Sell, plan and deliver from one customer record

HeyX is built for companies that sell and install the energy transition: solar, heat pumps, home batteries, EV charging, insulation, HVAC, energy contracts and telecom. Leads, quotes, signatures, planning, work orders and service run in one flow, shared by the office and the team in the field.

## One customer journey

- **Sales**: leads from your website, call centre or door-to-door team land in one pipeline. Quotes in your house style with products, discounts and payment terms. Digital signing and a deposit straight from the quote.
- **Planning**: appointment types, team agendas, travel time and Google Calendar sync. Inventory is checked before a job is scheduled.
- **Field**: the work order on the phone with checklists, photos and customer signature. Completion forms land on the customer record instantly.
- **Service**: the complete timeline, a branded customer portal for status, documents and payments, and automations for reminders and maintenance.

## Two products, one platform

### HeySales

CRM, quotes, digital signing and payments for teams selling energy, telecom and home upgrades: pipeline and lead follow-up, quotes in your brand, digital signing, deposits and payments, sales dashboards, and a clean handover to operations or your supplier.

### HeyWorks

Planning, work orders, inventory, field forms and service for installation and maintenance companies: planning and routes, work orders on mobile, inventory and materials, completion forms and photos, problems and escalations, aftercare.

### HeyOS (coming soon)

Asset monitoring and operations for the installed base. Alerts become service jobs in HeyWorks; status and performance are visible in the customer portal.

## Branches

Solar panels, heat pumps, home batteries, EV charging, insulation, energy contracts, telecom and fiber, HVAC and air conditioning, maintenance and service.

## Customer portal and automation

Customers sign, pay, upload and follow progress in a portal that carries your brand. Workflow triggers on statuses, forms, payments and dates start the next step automatically, with parallel tracks for finance, logistics and planning.

## Developer interfaces

Authorized workspaces integrate through the [public HeyX API](https://docs.heyx.app/api-docs/) or the authenticated [Workspace MCP server](https://docs.heyx.app/api-docs/mcp/). Read [llms.txt](https://heyx.app/llms.txt) for agent instructions and discovery links. HeyX works with Moneybird, Google Calendar, KVK, Leaddesk, Intercom and iDEAL.

## Contact

Bring one real customer case and we show how it runs from first contact to finished installation. [Book a demo or contact HeyX](https://heyx.app/contact).