Hey Customer is a CRM platform that unifies business operations into one workspace. It offers lead capture to track prospects from initial contact to deal closure and pipeline management with customizable kanban stages for organizing sales processes. The ticketing system serves as a helpdesk with priority settings, teammate assignments, and automated rules, while customers can track ticket status via a branded portal. Contract management allows template creation, customer data merging, and electronic signatures. Reporting features include data joins, filters, and scheduled delivery in CSV, Excel, and PDF formats. Email integration syncs with Google and Microsoft accounts, and calendar synchronization aligns schedules. Role-based access control manages permissions, while integrations with Google Workspace, Microsoft 365, and Slack enhance functionality. Users can import contacts during setup and export data anytime.
