CRM & customer relationships

The customer stands once.
Everything else taps it.

One customer file. Not four address lists.

HEINI keeps the customer relationship in one place — with pipeline, deals and a radar that tells you which customer needs attention right now.

Search across systemsPipeline & dealsCustomer radar
How HEINI runs the relationship
01

Find the customer

Search by mail, phone or name — across several systems. Master data in one place.

02

See the pipeline

How much is in the sale, where it stands, what comes next — with state and forecast.

03

Watch the radar

HEINI shows which customers need attention: gone quiet, contract ending, payment overdue.

In der Tiefe

The relationship in depth.

Customer file

Search by mail, phone, name — across several systems. Address, contacts and history in one place.

CRM dashboard — pipeline

How much is in the sale, where it stands, what comes next.

Deals

Overview of all running deals, with state and forecast.

Action list

What should be tackled today — ordered by urgency.

Customer radar

Which customers need attention: gone quiet, contract ending soon, payment overdue.

VAT-ID check

HEINI asks the responsible authority directly whether a VAT ID is valid — in the background, before a third-country case goes out.

Vertrauen

One master-data truth.

The customer stands once — sales, accounting and shipping tap the same file. No double entry, no stale contact in a second tool. Every change is in the log.

One truthAcross all channelsIn the log
FAQ
Does HEINI find a customer across systems?

Yes. Search by mail, phone or name — HEINI searches across the connected systems and keeps the master data in one place.

What is the customer radar?

An overview of customers needing attention: gone quiet, contract ending soon, payment overdue.

Does HEINI check the VAT ID automatically?

For third-country cases HEINI asks the responsible authority in the background whether the VAT ID is valid — before the quote goes out.

Bring your customers into one file.

30 minutes on your real contacts — no sales pitch, a demonstration.