Conversation-First AI CRM

A CRM that starts with the conversation.

Capture contact details, intent, and context from website conversations and email, then manage contacts, relationships, and follow-up in one AI-native workspace.

Start free with HEA CRM See the conversation-to-lead flow

Conversation-to-relationship record Sample business - Website HEA

Illustrative sample

Website conversation Contact confirmed

We need a proposal for three locations before next month.

I can help the team follow up. May I confirm your work email and the service you need?

Contact Maya Laurent

Intent Request proposal

Timing Before next month

Relationship

Northstar Retail - Site rollout

Hot

Early Developing Mature Established

Next action Send a scoped three-location proposal Owner: Sales - Due Friday

09:42Contact confirmed in HEA chat
09:43Relationship created with conversation context
09:44Follow-up assigned to Sales

Conversation context Preserve confirmed details, intent, and the reason the relationship began.

Per-HEA CRM Each HEA keeps its own isolated contacts, relationships, and activity.

Follow-up visibility See pipeline state, temperature, source, timeline, and the next action.

The lost-context problem

Most CRMs start after the most useful context is gone.

A form may capture a name and email, but not the questions, urgency, objections, and intent that came before it. HEA begins at the conversation and carries meaningful context into the relationship your team manages.

Capture more than contact details.

Preserve the confirmed information and intent that explain why the relationship began.

Start every follow-up with context.

Give your team the person, prior interaction, relationship state, and relevant conversation link.

Manage relationships inside HEA.

Organize contacts, relationships, tags, segments, notes, timelines, and pipeline activity.

From signal to follow-up

A relationship workflow connected to the conversation.

Town Hall turns governed capture and eligible signals into CRM state your team can review and act on.

01 - Capture

Confirm useful details

Governed skills collect contact details and intent with explicit confirmation.

02 - Connect

Keep the source context

Link the relationship to its HEA, conversation, eligible email signal, or import source.

03 - Organize

Structure the relationship

Use pipeline stage, temperature, type, tags, segments, notes, and activity.

04 - Follow up

Make the next action visible

Give the team a shared record of what happened and what should happen next.

See Town Hall in the HEA platform

One CRM, two buyer lenses

Use it for your business or deliver it for your clients.

Give sales and marketing the context behind the contact.

Use the same workspace to understand who engaged, what they needed, how the relationship is progressing, and who owns the next action.

Per-HEA contacts and relationship pipeline.
Conversation and eligible email context.
Tags, segments, notes, timelines, imports, and follow-up state.

The HEA advantage

The relationship layer behind your AI representative.

Website conversations, governed skills, contact capture, Observatory review, and Town Hall relationship management work as one connected lifecycle rather than a collection of disconnected tools.

Explore the HEA platform

Conversation A visitor asks questions and expresses intent.

Governed capture The HEA confirms useful contact and request details.

Town Hall Contacts, relationships, pipeline, and activity stay isolated per HEA.

Team action The right person sees the context and owns the next step.

Town Hall Relationships Overview with pipeline stages, temperatures, and email-sync activity — Town Hall combines relationship pipeline, contacts, connected sources, and activity inside each HEA workspace.

What your team can manage

The contact, the relationship, and the history stay distinct.

These records are illustrative. Actual CRM state depends on confirmed HEA actions, connected sources, imports, and operator changes.

Contact

The person your team knows.

Name, email, organization, phone where available, source, tags, segments, notes, and linked activity.

Example: Maya Laurent - Northstar Retail - Decision maker

Relationship

The active opportunity or request.

Pipeline stage, temperature, type, source context, owner, next action, and close state.

Example: Site rollout - Developing - Hot - Proposal due

Activity

The evidence behind the relationship.

Conversation links, eligible email-thread signals, imports, stage changes, notes, and operator actions.

Example: Chat confirmed - Record created - Follow-up assigned

Pricing

CRM is included with your HEA.

Start free for up to three months. Pricing follows the HEA account plan, not the number of contacts, leads, or CRM seats.

Validate the workflow

Free plan

€0for up to 3 months

Start with up to 3 HEAs and validate the conversation-to-relationship workflow.

For founders and consultants

Creator

€19per month

Billed monthly with support for up to 10 HEAs.

Recommended for SMEs

Enterprise

€29per month

Billed €87 quarterly upfront with support for up to 10 HEAs.

For multi-client delivery

Pro Digital Agencies

€149per month

Billed €447 quarterly upfront with support for up to 25 HEAs.

Prices exclude VAT where applicable. Included usage, overages, and plan details are maintained on the HEA pricing page.

See full HEA pricing

Direct answers

Conversation-first CRM questions, answered clearly.

What is a conversation-first CRM?

A conversation-first CRM captures relationship context while a customer is asking questions or expressing intent, then connects that context to contacts, relationships, timelines, and follow-up.

Does HEA replace an external CRM?

HEA includes a built-in CRM for contacts, relationships, conversation context, and pipeline activity. This page does not claim arbitrary synchronization with HubSpot, Salesforce, or other external CRM products.

Does every conversation automatically become a lead?

No. HEA uses governed capture, eligible email signals, imports, and operator actions to create meaningful contact or relationship state. A casual conversation does not need to become a lead.

Can agencies use HEA CRM for client HEAs?

Yes. Agencies can include conversation-first relationship management in a managed HEA service, subject to each client's access, privacy, and operating model.

How much does HEA CRM cost?

HEA CRM is included in HEA plans. Start free for up to three months; paid plans begin at €19 per month. Pricing is based on the HEA account plan, not the number of contacts, leads, or CRM seats.

Stop losing the context before the relationship reaches your CRM.

Turn useful conversations into contacts, relationships, and next actions your team can understand and manage.

Start free with HEA CRM Book a demo