What Henosis REP does, module by module.
Contacts, deals, proposals with e-signature, projects, marketing, analytics and the AI assistant, in one platform. The roadmap is at the bottom of the page.
14-day free trial of the full Professional tier
Every module is live today.
Grouped by the job your team does. Items marked Professional are in the Professional tier and above.
Know every prospect and client.
Every person and every firm you deal with, with the history on the record.
- Contact records with a timeline of emails, meetings and notes
- Company records with the linked contacts, deals and projects
- AI enrichment that fills in missing contact and company details
- A warning when a record already exists, with one click to the existing one
- Merge tools that keep the most complete record and move the related records with it
- Custom fields, tags and lifecycle stages
Win the deal.
A pipeline you can trust, and a way to find the next prospect.
- Card, list and pipeline views with drag and drop
- Stage-based automation and probability
- Weighted revenue forecasting
- Win and loss tracking with reasons
- Lead discovery: describe your target market and the AI finds matching firms and the right contacts at each one (Professional)
Send the proposal and get it signed.
The proposal and the signature happen in the same system as the deal.
- A proposal builder with line items and pricing
- Approval workflows with named approvers
- Proposal stages from Draft to Executed
- PDF preview and generation
- Electronic signature with a full audit trail
- Proposal sections drafted by the AI from the deal on the record
Deliver the work and keep the client.
What happens after the signature lives on the same record as the sale.
- Tasks with priorities, due dates and assignments, on a Kanban board (Professional)
- Meetings with attendees, agendas, notes and follow-up reminders (Professional)
- Projects linked to the account and the deal, with a plan the AI drafts for you
- A re-engagement queue that drafts a note when a relationship goes quiet, for you to approve
Stay in front of your book.
Newsletters and follow-up sequences to the contacts you already have.
- A campaign builder with audience segments drawn from your contacts
- A block email editor with your brand settings and reusable templates
- Campaign composition and subject-line suggestions from the AI, anchored to your brand profile
- Open and click tracking on every campaign
- Sending through your connected Microsoft 365 mailbox
Let the assistant do the typing.
It reads your records, answers questions and drafts the routine work. You approve what matters.
- Ask questions in plain English over your live deals, accounts, contacts and analytics
- Create and update records by chat
- Paste raw call notes and approve the log entries and field updates it proposes
- A prep brief for any contact or account before a call
- Web enrichment for a contact, an account or a whole domain, reviewed before it lands
- CSV import with AI column mapping and a field-by-field review
- Changes that touch several records are staged as a plan you confirm
- Nothing is sent to a client without a person pressing send
See how the business is doing.
The reporting your partners ask for, without a separate BI tool.
- An executive dashboard with the key metrics and quick filters
- A custom report builder with bar, line and pie charts across every module (Professional)
- Saved reports you can come back to
- Import and export in CSV and Excel, with duplicate checks on the way in
Run it as a firm.
Roles, isolation and an audit trail on every account, from the first day.
- Roles and permissions for administrators and members
- Row-level tenant isolation enforced by the database
- Encryption in transit and at rest, and an append-only audit log
- A Microsoft 365 mailbox connection per user, for sending and syncing as you
- A sidebar you can reorder, and guided onboarding for new users
- Export of your whole book at any time
For fund managers, the fund workspace.
Everything above, plus records and workflows built around a fund.
- Funds, investors and commitments as records of their own
- A weighted fundraising pipeline with the projected raise against target
- Deal flow from origination to IC decision, with ethical walls on restricted deals
- LP relationship mapping: one investor, many contacts, with roles and a primary signatory
- IC one-pagers and LP update drafts written by the AI from the record
On the roadmap
These are in development and are not in the product today.
Google Workspace and Gmail
A per-user Google mailbox connection for sending, inbound sync and engagement tracking, matching the Microsoft 365 connection today.
Client invoicing
Invoices with line items and tax, tracked from draft to paid and linked to the account and the deal. Your own subscription already runs on Stripe.
Workflow automation builder
A visual, trigger-based automation builder with suggested rules and a log of what ran.
Scheduled reports
Reports delivered to the people who need them on a daily, weekly or monthly schedule.
Document management
A document hub with tagging, categories and version control across records.
AI data tools
Lead scoring, predictive analytics, data-integrity checks and competitor analysis as dedicated tools.
Single sign-on
SSO and SAML for enterprise accounts.
Public API and webhooks
A public API and webhooks for custom integrations.
See the whole platform working.
Start a 14-day trial, or book a walkthrough and see the modules that match your team.