The AI-native CRM, and what the AI actually does
"AI-powered" usually means a chat window bolted onto a legacy CRM. Henosis REP was built AI-native: the assistant reads and acts on your live CRM data, drafts in the context of the real relationship, and stages anything consequential for your approval. This page lists exactly what that means, feature by shipped feature.
14-day free trial of the full Professional tier
An AI-native CRM is one where the AI can read and act on the live CRM itself, not a chat window added onto the side of one. In Henosis REP the assistant queries your actual pipeline, turns raw notes into approved log entries, briefs you before calls, enriches records from the live web, drafts follow-ups from the real email thread, and composes campaigns and proposals, while batch changes are staged as plans you confirm and every outbound draft waits for a human to send it.
AI-native versus AI-bolted-on
Most CRMs added AI to a product designed before it. The difference shows up in what the AI can actually see and do.
AI bolted on
- A chat panel added onto a legacy system of record
- Answers questions about the CRM, cannot act inside it
- Generic drafting with no view of the actual relationship
- Sold as an add-on SKU on top of the per-seat price
AI-native (Henosis REP)
- The assistant queries your live pipeline, accounts and analytics
- Creates and updates records on request; batch changes staged for review
- Drafts from the real record: the thread, the history, the deal
- Included in the plan tiers across every module
What the AI does across the platform
The working core, included from the Standard tier up: an assistant plus AI embedded in the everyday record work.
AI Assistant
Ask in plain English. It queries your live deals, accounts, contacts, projects, proposals and analytics, creates or updates records when you ask, and stages anything touching multiple records as a plan you review and confirm.
Log this
Paste raw call notes on any record. The AI proposes the log entry and field updates; only the items you approve get written.
Brief me
One click on a contact or account builds a prep brief from the record and its recent interactions, so you walk into the call current.
Web enrichment
Point it at a contact, an account or a whole domain. It researches the live web and proposes fields and people; you review everything before it lands in the CRM.
Draft follow-up
It reads the actual email thread on the record and drafts the reply in context. You edit and send; it never sends for you.
Re-engagement queue
It watches for relationships going quiet and drafts re-engagement emails into a review queue. Nothing leaves without a person hitting send.
Smart import
CSV import with AI column mapping and a field-by-field review before anything is inserted. You can override any mapping.
Project planner
Describe the engagement and the AI drafts a project plan into the form for you to adjust before the project is created.
More horsepower where the revenue work happens
The Professional tier adds the AI that fills the top of the funnel and carries a deal to signature.
Lead discovery
Describe your target market and it researches the live web for matching companies, then finds the right contacts at each one. Nothing imports until you review and select.
AI campaign compose
Composes newsletters and sequences anchored to your saved brand profile, refines individual blocks, and suggests subject lines. Sending stays a separate, manual step.
Proposal personalization
Drafts proposal sections from the specific contact, company and deal on the record, inside the proposal editor, ready for you to place and edit.
Fund-manager AI on the same platform
The GP edition applies the same grounded, reviewed AI to the fund workflow itself.
IC one-pager
Generates an investment-committee memo from the deal record, its diligence items and prior IC decisions, respecting ethical walls on restricted deals.
LP update drafts
Drafts an LP update from fund performance snapshots, closes and commitments. Every figure carries its as-of date, and the draft is yours to edit and send.
The assistant, in the product
The live Henosis REP AI assistant from app.henosis.solutions, not a mockup.
Where the human stays in the loop
AI in a CRM is only trustworthy if you know exactly when it writes and when it waits. Here are the rules Henosis REP runs on.
Outbound is always yours
Every email, campaign, proposal and LP update the AI drafts stays a draft until a person sends it. No AI feature in Henosis REP sends anything on its own.
Batch changes are staged
Any request that touches more than one record becomes an action plan: you see every proposed change, edit or drop items, and confirm before a single write happens.
If it is on this page, it is shipped
This page lists what the product does today, verified against the codebase. No roadmap slideware, no "coming soon" asterisks.
Under the hood: frontier models from Anthropic (Claude), OpenAI (GPT) and Perplexity (Sonar), routed per task, with automatic cross-provider failover so one vendor's outage does not take your assistant down.
One AI-native platform, three audiences
The same assistant and the same grounded AI, in the edition built for your motion.
AI-native CRM, answered
What is an AI-native CRM?
What does the AI in Henosis REP actually do today?
Which AI models power Henosis REP?
Does the AI change my CRM data on its own?
Is the AI included in the price?
Put a grounded AI to work on your book
Start a free trial and ask the assistant something about your own pipeline, or book a walkthrough and watch it work.