AI-native Revenue Engine Platform

One AI-native platform for your whole revenue cycle: first conversation to signed deal to delivery.

Henosis REP unifies your CRM, proposals, e-signature, delivery and account management into a single AI-native system, so your team runs the entire client relationship in one place, at a fraction of the cost of the stack of tools it replaces.

14-day free trial of the full Professional tier

6–81

tools replaced

~2–5×

lower cost than the stack

0

modules, one login

0 days

free trial

The problem

Your revenue runs across too many tools

Most teams run their client relationships across a pile of disconnected apps, paying for all of them, copying data between them, and stitching them together by hand.

6–8 tools

a CRM, a proposal tool, e-sign, sales engagement, email and automation, stitched together.

$2–3.7K / mo

for a 10-person team, before anyone has closed a single deal.

Copy-paste

the same contact between tools, hoping nothing falls through the gaps.

No single view

of a client across prospecting, proposals, delivery and account management.

How it works

One system, prospect to renewal

Every step of the revenue lifecycle lives on the same record: no copy-paste between tools, no client falling through a gap between systems.

01

Prospect

Contacts & accounts, AI-enriched and de-duplicated on entry.

02

Deal

Visual pipeline with probability tracking and stage automation.

03

Proposal

Branded proposal builder with line items and approval workflows.

04

E-sign

Send and sign in-platform (no separate e-signature seat).

05

Deliver

Plan and track the delivery work as projects on the same record.

06

Account mgmt

Ongoing servicing, follow-ups and renewals on the same record.

The product

Built for the work your team actually does

Fast, clean and dense where it counts: every module is live in Henosis today.

Deals & pipeline

Your whole pipeline, in one view

A visual Kanban pipeline with stage automation, probability tracking, and win/loss analysis: a clear, weighted view of every deal, not a spreadsheet you keep up by hand.

  • Cards, list and pipeline views
  • Stage-based automation
  • Probability & weighted forecast
app.henosis.solutions
Your whole pipeline, in one view
AI Assistant

Ask your CRM, in plain English

Query your book, create and update records by chat, and get context-aware insight: the AI is embedded across the platform, not bolted on as a side panel.

  • Natural-language queries
  • Create & update by chat
  • Grounded in your live data
app.henosis.solutions
Ask your CRM, in plain English
Proposals & e-sign

Proposal to signature, no extra seat

A branded proposal builder with line items, approval workflows, PDF generation and built-in electronic signatures, so you drop PandaDoc and DocuSign at once.

  • Branded, line-item proposals
  • Approval workflows
  • In-platform e-signature
app.henosis.solutions
Proposal to signature, no extra seat
Analytics

Know your numbers without a BI tool

Executive dashboards, a custom report builder, and performance metrics across every module: the reporting your leadership actually asks for.

  • Executive dashboards
  • Custom report builder
  • Metrics across every module
app.henosis.solutions
Know your numbers without a BI tool
AI, embedded

Intelligence in every module, not bolted on

Henosis doesn't just record your work; it does the work with you, from the AI Assistant to AI-assisted marketing.

AI Assistant

Natural-language queries, record creation by chat, and context-aware insights.

AI Marketing

Campaign builder, block email editor, audience segmentation and subject-line suggestions.

AI Enrichment

Auto-fills missing contact and account data so records stay complete.

AI Import Mapping

CSV import with AI field-mapping, duplicate detection and a review step.

The case

One platform, a fraction of the spend

Replacing the stack isn't just tidier; it's a clean, defensible line in your own budget.

What a 10-person team pays / month

save ~$1,450/mo

Representative list prices, not actual customer results: the sales stack a typical team runs, versus Henosis Professional at 10 seats.

Typical stack · 6 tools$2,100/mo
Henosis REP · 1 platform$650/mo
CRM & pipeline
Proposals
E-signature
Sales engagement
Email marketing
Automation

Cumulative spend, year one

~$17,400 saved

Same illustrative 10-person team at representative list prices, not an actual customer result. The shaded gap is what consolidation is worth.

Typical stackHenosis REP
Security & trust

Multi-tenant, isolated, audited by default

Enterprise-grade controls enforced at the database layer, on from day one, not a setting you remember to turn on.

Tenant isolation

Row-level security isolates every tenant at the database layer, not in application code.

Role-based access

Granular roles and permissions control who sees and changes what across the platform.

Encryption

Data is encrypted in transit and at rest, with integration credentials stored encrypted.

Audit trails

Every meaningful change is recorded, append-only, for a complete history you can trust.

Microsoft 365 native

Outlook mail & calendar connect natively; Stripe powers subscription billing.

Your data, exportable

Full data import and export: your book is yours to take with you, any time.

Pricing

Simple, per-user pricing

Two published tiers and a custom Enterprise option. Invite your whole team: no per-tool sprawl.

Standard

$35/ user / month

The core CRM for small BD & account-management teams.

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  • Contacts & Accounts with AI enrichment
  • Deals & pipeline with stage automation
  • Projects & delivery tracking
  • AI Assistant
  • Standard reporting
  • Import / export with AI field mapping
  • Microsoft 365 / Outlook
Most popular

Professional

$65/ user / month

Adds proposals, e-sign, AI marketing and the full toolkit.

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  • Everything in Standard, plus:
  • Proposals with e-signature
  • Tasks, Kanban & Meetings
  • AI Marketing (campaigns & email)
  • Custom analytics & report builder
  • Advanced duplicate management
  • Priority support

Enterprise

Custom

For larger or bespoke teams that need a tailored rollout.

Talk to us
  • Everything in Professional, plus:
  • Unlimited records & users
  • Admin tools & audit logging
  • Dedicated account manager & SLA
  • Custom onboarding & data migration
  • Security & compliance review

Annual billing saves 15% on Standard and Professional. 14-day free trial of the full Professional tier.

FAQ

Questions, answered

Who is Henosis REP for?
Any team that wins and delivers client work and wants its whole revenue cycle in one place: prospecting, deals and pipeline, proposals with e-signature, delivery, and ongoing account management. It is a strong fit for consultancies, agencies, professional-services and B2B service firms, typically teams of roughly 5–50. Henosis REP also ships specialized editions on the same platform: a service-provider edition for firms that serve alternative-asset managers, and a GP edition for fund managers themselves.
What does it replace?
A stitched-together stack of a general CRM, a proposal tool, a separate e-signature tool, an email-marketing tool, and an automation tool. Henosis REP covers prospect → deal → proposal → e-signature → delivery → ongoing account management in one system, typically at 2–5× lower cost than running those tools separately. (Your subscription billing runs on Stripe; client invoicing is on the roadmap.)
How is this different from a general-purpose CRM?
Most CRMs are built for the sales pipeline and leave the rest of the revenue lifecycle (proposals, e-signature, delivery, account management) to other tools you bolt on. Henosis REP covers the whole lifecycle in one place, with AI embedded across every module rather than added as a side panel.
How much does it cost?
Per user per month: Standard is $35, Professional is $65 (adds proposals, e-signature, AI Marketing, and the AI Assistant), and Enterprise is custom. Annual billing saves 15%. A 14-day free trial of the full Professional tier is available.
Does it integrate with my email?
Yes. Henosis REP integrates natively with Microsoft 365 (Outlook mail and calendar). Gmail / Google Workspace support is on the roadmap. Subscription billing runs on Stripe.
Is my data secure and isolated?
Every tenant is fully isolated with row-level security, role-based access control, encryption, and complete audit trails by default. Security is enforced at the database layer, not bolted on.

Bring your revenue stack into one AI-native platform

Start a free trial in minutes, or book a walkthrough and see exactly where Henosis REP is today.

For sales & revenue teams Teams of ~5–50 Multi-tenant & audited