HEINI · Customer work
The next conversation starts with the last agreement.
HEINI’s own customer management connects contacts, confirmed agreements, enquiries and quotes. AI colleagues prepare the next step; your team reviews identity and commitments.
See HEINI on your own case See the example ↓The customer does not have to repeat their story. Your team sees what was agreed, what remains open and who should act next.
- Customer context
- Promises
- Open consequences
- Handoff
Product proof · Customer work
The customer does not have to reintroduce themselves every time.
Confirmed preferences, promises and open follow-ups stay with the customer and the case — even when ownership changes.
Example conversation
- You · at work
What did we promise this customer last time?
- HEINI
No partial delivery. The preference stays with the case. A technical question is ready for the new version.
- HistoryLast promise found
- PreferenceNo partial delivery
- AttentionCall back today
The new variant needs one technical clarification.
Reply, history and clarification sit with the right colleague.
Nothing has been sent or changed yet.
A booked specialist colleague includes the HEINI application and manual features expressly assigned to it. Minimum plans, add-ons, roles and approvals still apply. There is no additional application fee; manual use does not thereby become a paid AI action. We specify the scope in your proposal. Shared, permission-bound order folder from Team. Learning from reviewed corrections is planned in every plan; agree the complete company-memory scope separately. Discuss the complete scope of CRM, CIM/CPQ, predictions, editable working files, 3D printing, RWA, Super HEINI and company knowledge separately.
Opens a draft in the existing Bar. Nothing is sent until you send it.
What HEINI takes off your desk
The relationship stays personal. Knowledge stays in the business.
- 01
No restart in the next conversation
Confirmed preferences and prior decisions are ready on the new case.
- 02
Attention becomes concrete
HEINI shows due calls, open promises and relevant change instead of another dashboard.
- 03
Handoffs keep their context
New owners receive history, source and the next open decision together.
Explore the workflow and further possibilities
How the work moves forward
How the work leaves your desk.
Confirmed preferences, promises and open follow-ups stay with the customer and the case — even when ownership changes.
- 01
Understand the input
Bergmann asks for another custom variant.
- 02
Bring the relevant sources together
History: Last promise found · Preference: No partial delivery · Attention: Call back today
- 03
Expose the exception
The new variant needs one technical clarification.
- 04
Return a decision
Reply, history and clarification sit with the right colleague.
What is already included
Customer work that stays together.
01Contact and history
People, cases and confirmed agreements form one shared context.
02Quote and order
Sales state and operational consequence stay connected to the customer.
03Attention
HEINI prepares the next useful contact without pretending to be the relationship.
04Source and visibility
Your team sees where information came from and which role may use it.
Trust · human decision
The relationship stays personal. The knowledge stays operational.
HEINI carries confirmed context forward. Your team decides how to speak with the customer.
- Source visible
- Open question visible
- Responsible role
- Your go-ahead
- Open
- The new variant needs one technical clarification.
- Next contact
- Reply, history and clarification sit with the right colleague.
Your business. Your case.
Show us a customer handoff where knowledge gets lost.
We bring history, promise and next action together on one example.