The whole revenue lifecycle for alt-asset service firms: in one system.
Henosis REP is the CRM purpose-built for the firms that sell into and serve fund managers. Prospect, deal, proposal, e-signature, delivery and account management, unified, AI-native, and at a fraction of the cost of the stack of tools it replaces.
14-day free trial of the full Professional tier
6–8 → 1
tools replaced
~2–5×
lower cost than the stack
13
modules, one login
14 days
free trial
The alt-asset BD stack is a patchwork
Service providers to fund managers run their whole revenue motion across a pile of disconnected tools, paying for all of 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.
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.
Prospect
Contacts & accounts, AI-enriched and de-duplicated on entry.
Deal
Visual pipeline with probability tracking and stage automation.
Proposal
Branded proposal builder with line items and approval workflows.
E-sign
Send and sign in-platform (no separate e-signature seat).
Deliver
Plan and track the delivery work as projects on the same record.
Account mgmt
Ongoing servicing, follow-ups and renewals on the same record.
Built for the work your team actually does
Fast, clean and dense where it counts: every module is live in Henosis today.
Your whole pipeline, in one view
A visual Kanban pipeline with stage automation, probability tracking, and win/loss analysis: built around the alt-asset BD motion, not a generic sales funnel.
- Cards, list and pipeline views
- Stage-based automation
- Probability & weighted forecast
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
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
Know your numbers without a BI tool
Executive dashboards, a custom report builder, and performance metrics across every module: the reporting your principals actually ask for.
- Executive dashboards
- Custom report builder
- Metrics across every module
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.
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/moRepresentative list prices, not actual customer results: the sales stack a typical team runs, versus Henosis Professional at 10 seats.
Cumulative spend, year one
~$17,400 savedSame illustrative 10-person team at representative list prices, not an actual customer result. The shaded gap is what consolidation is worth.
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.
Simple, per-user pricing
Two published tiers and a custom Enterprise option. Invite your whole team: no per-tool sprawl.
Standard
The core CRM for small BD & account-management teams.
Start free trial- 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
Professional
Adds proposals, e-sign, AI marketing and the full toolkit.
Start free trial- 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
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.
Questions, answered
Who is Henosis REP built for?
What does it replace?
How is this different from a general-purpose CRM?
How much does it cost?
Does it integrate with my email?
Is my data secure and isolated?
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.