Everything you need to drive revenue, in one place.
Contacts, deals, proposals with e-signature, projects, marketing, and analytics, unified in one AI-native platform built for the firms that sell into and serve fund managers, with more on the way.
14-day free trial of the full Professional tier
Built for the work your team actually does
Every module below is live in Henosis today: fast, clean, and dense where it counts. The roadmap tab shows what's in active development.
Contact Management
Full contact records with AI-powered enrichment, duplicate detection, and merge tools.
- • 360° profiles with custom fields, tags, and lifecycle tracking
- • AI-powered contact enrichment (auto-fills missing data)
- • Activity timeline per contact (emails, meetings, notes)
- • Duplicate detection warnings on creation (real-time email matching)
- • Contact merge tools with completeness scoring
Account Management
Company records with AI enrichment and linked records across modules.
- • Company profiles with industry, revenue, and employee data
- • AI-powered account enrichment
- • Linked contacts, deals, and projects per account
- • Duplicate detection on creation (domain and name matching)
- • Account merge with related record reassignment
Task Center
Task management with a drag-and-drop Kanban board and full status tracking.
- • Task list with priorities, due dates, assignments, and status
- • Drag-and-drop Kanban board with customizable columns
- • Tasks linked to contacts, accounts, and deals
Meetings
Schedule meetings, track attendees, and maintain notes all in one place.
- • Meeting scheduling with attendee tracking
- • Meeting notes and agendas
- • Follow-up automation and reminders
- • Status tracking (scheduled, in-progress, completed)
Projects
Plan and track delivery work alongside the revenue it supports.
- • Project records linked to accounts and deals
- • Project Kanban board for status tracking
- • AI-assisted project planning
- • Create, edit, and detail views per project
See the whole revenue engine, working
Start a free trial in minutes, or book a walkthrough and see exactly where Henosis REP is today: module by module.