Alfred
Felix
Astrid
Herman
Frida
Viktor
Maja
Vera
Iris
Thor
Nora
Lucas
Lead management CRM from lead to signed customer
A lead management CRM for people who keep leads in the inbox and quotes in Word. Follow up leads, send quotes and get them signed in the same app, with no separate CRM on the side.
A free 30 minute call with one of us
- New leadFrom your ad on Meta or Google
- New leadFollow up and qualify
- QuotesSent from the app by email
- SigningYour customer signs online
- CustomerWith the full history in one place
- You see which ad the lead came from
- No leads to retype in another system
Customers who trust us
The whole way
From first click to customer without switching tools
Most people have the ads in one place, the leads in the inbox and the quotes in a separate CRM. With us it is the same app all the way.
Illustration. Names and figures are examples.
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1
The lead comes in
Someone responds to an ad on Meta or Google. The lead lands in the app with the campaign and channel it came from.
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2
You follow up the lead
Set a status such as to follow up, qualified or meeting booked, and you see where each lead stands.
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3
You send the quote
Make the quote with your products and prices, and send it by email from the app.
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4
The customer signs online
The customer opens the quote in the browser and signs without creating an account. You see when it is opened and when it is signed.
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5
The lead has become a customer
The ad, the lead, the quote and the signing are all collected on the customer, so you have the full history in one place.
Why one place
One place for the whole sale not three tools
When the leads, quotes and customers are in the same app as the ads, the numbers add up on their own.
- Nothing is typed in twiceThe lead is already in the app, so you don't have to copy it into another CRM before you can send a quote.
- You see what the ads giveThe campaign and channel follow the lead, so you see which ads bring customers and not just clicks.
- One tool to learnLeads, quotes and customers are in the same app as the heroes, the ads and the numbers you already use.
- Everything collected on the customerProfile, notes, activity, deals and invoices are on the customer, together with the lead that started it all.
- Signed without paperThe customer signs the quote online, and you see right away that it is done, without waiting for a scanned copy.
- No extra CRMYou don't need to pay for and keep a separate CRM up to date to follow up leads and send quotes.
Illustration. Names and figures are examples.
Quotes
Quotes that get signed
You make the quote in the app, the customer opens it in the browser and signs there. You see where it stands the whole way.
- Three stepsChoose the customer, add the products and send. You see the quote the way the customer sees it before it goes out.
- A link straight to the inboxThe customer gets a link by email and opens the quote in the browser, without creating an account.
- A deadline you controlA quote is valid for 14 days unless you set another deadline. You can give a new deadline or close it earlier.
- RemindersIf the customer hasn't replied, you send a reminder from the app, so the quote doesn't sit forgotten.
- You see what happensSent, opened, read, signed or declined. The status is on the quote, so you know when to call.
- Products readyProducts have a price excl. tax, a tax rate and billing once or recurring, so a quote comes together quickly.
Illustration. Names and figures are examples.
Questions and answers
What people ask about the lead management CRM in the app
Do I need another CRM as well?
No, not to follow up leads, send quotes and keep track of your customers. The leads from the ads, the quotes and the customers are in the same app, so you don't have to move data between two systems.
Where do the leads come from?
From your ads on Meta and Google. Every lead lands in the app with the campaign and channel it came from, so you see which ads bring leads and which turn into customers.
Does the customer need an account to sign?
No. The customer gets the quote as a link by email and opens it in the browser. There they see the whole quote, can download it as a PDF and sign or decline, without logging in or creating an account first.
How does the customer sign?
The customer types their full name on the quote or draws the signature. It is a simple online signature, not a digital ID signature. The quote shows who signed and when, and it can be downloaded as a PDF afterward.
How long is a quote valid?
A quote is valid for 14 days unless you set another signing deadline. If the customer needs more time, you give a new deadline from the app. You can also close a quote before the deadline, for example if the price has changed. After the deadline it can't be signed.
Can I connect Salesforce?
Not yet. Salesforce is the next CRM we will connect, and it is listed as coming soon under integrations. If you use Salesforce today, tell us when you book a demo, so we know what you need when the connection is ready.
More integrations
Other integrations
The heroes see the numbers in context, so it pays to connect more.
- In the app Google Ads Astrid watches the ads and suggests changes Les mer
- In the app Meta Ads Your ads on Facebook and Instagram Les mer
- In the app Google Analytics 4 Visits and conversions in Results Les mer
- In the app Search Console Keywords, clicks and impressions from Google Les mer
- In the app WordPress Herman publishes once you say yes Les mer
What our customers have achieved
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The team is good at solving problems and communicates well with me as a client. They are quick to respond when something unexpected comes up.
Gry Aamodt Managing Director, Kakle
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The people behind Heyroes are incredibly conscientious and deliver 100% at a price nobody else can match.
Johan Dag Drange Managing Director, JDD Utstyr
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Online store
Gazelle company
1 000 000+
Norwegian kroner in online store sales in the first year
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Lots of good input and discussion. We are very happy with what was delivered. Good service, and we feel we have got “value for money”.
Jon Ola Bergaplass Managing Director, Villmark
Customer stories
Examples of what we make
Websites, online stores, brands and ads, from customer projects to our own concept work. See how we think and what we can make for you.
See our work
How the heroes work
One system One goal Growth you can measure
No guesswork, and no reports that each say something different.
Iris makes the growth plan, and the heroes work to it with the same numbers from your website, search and ads. Vera checks the work before it goes out. Felix keeps it all together. You have the final say.
Let's talk
A more organized sales process starts with a call
We show you the app and help you choose the next step.
30 minutes · Free and no obligation
Behind the heroes is a team at Heyroes who are responsible for the work.
