01
Several clients, one memory
Each client has a card with a running history, so switching context does not mean starting cold.
- “Where did we leave things with Northside Dental?”
- One place per client
CRM for consultants
An AI assistant and simple CRM for consultants and solopreneurs who juggle five clients and no back office.
Hey Alix is a CRM for consultants, freelancers and solo business owners that you keep up to date by talking. After a call you say what you promised, what the client owes you and what comes next; the assistant reads it back and saves it after your “yes”. It is the memory of your client work. It does not track hours, send invoices or run project boards.
02
Promises made on calls
What you said you would do becomes a task before you open the next tab.
- “I told Dana she'd have the draft by Wednesday”
- “Send Marcus the revised scope tomorrow”
03
What the client owes you
Waiting on someone else is still a thing to track. Give it a date to check back.
- “They owe me access to the analytics account. Check Friday.”
- “What's overdue?”
04
Where each project stands
A two-line status after each working session answers the question you will ask yourself on Monday.
- “Carter rebrand: logo approved, website copy is next”
- “What's due this week?”
Five clients, one head
Working alone means every role is yours. On Tuesday you have a discovery call at ten, a check-in at eleven thirty and a working session at two, for three different clients with three different sets of names. On each call you say “sure, I'll send that over.”
By four o'clock those promises have blurred. Nobody else heard them. There is no account manager to follow up and no project coordinator to ask. Clients do not see how much you are juggling; they only see whether the thing you promised on Tuesday showed up.
What you would actually say to it
The habit that works is thirty seconds after every call, before you check messages. Open Hey Alix in the browser, start talking, and it sorts the sentence into a note, tasks and a meeting. It asks when something is unclear and reads it all back.
- “Call with Dana at Northside Dental. They liked the proposal but want the training cut to one day. Revised scope to her by Thursday.”
- “New prospect: Marcus Hill, runs a landscaping company, referred by the Carters. Discovery call Monday at three.”
- “Note on the Fox project: the launch moved to the first week of May.”
- “Task: follow up with the Greens on the signed agreement next Tuesday.”
- “What do I have today?”
What goes on a client's card
Who is who on their side: the person who signs, the person who does the work and the person who has opinions but no authority. How they like to communicate and how fast they expect answers. What the engagement covers and what you agreed is out of scope.
Then the history that saves you later. The feedback on the first draft. The idea they floated for a second phase. The fact that their busy season is the fall and nothing gets approved in October. When a past client comes back after a year, you ask what you did for them and start from there.
What it does not do for a consultant
Hey Alix does not track billable hours and does not issue invoices or proposals. If you bill by the hour you still need time tracking, and your invoices still come from your invoicing or accounting software. It can note that you owe the Carters a proposal by Friday; it cannot write or send it.
It is not project management software either. There are no boards, no dependencies, no timelines and no way to assign tasks to a subcontractor or share a list with a client. Tasks are yours, with a due date and, if you want, a client attached. It does not read or send your email and does not join or transcribe your calls.
Today, and what is planned
Today Hey Alix runs in the browser on your phone and computer; there is nothing to install and you need a microphone and an internet connection. You can name the assistant, choose its voice and give it rules such as “always ask me for a due date”. It speaks English and Polish. Access is by waitlist and pricing has not been announced.
Planned, not available yet: apps for iOS and Android, reminders where the assistant speaks up on its own when a deliverable is due or a client has been waiting for an answer, and hands-free calls through CarPlay.
Questions
You need somewhere to keep who you talked to, what you promised and what happens next. If that currently lives in your inbox and your head, a small CRM helps. Hey Alix is built for one person, not a sales team.
No. Hey Alix has no time tracking and no invoicing. It keeps notes, tasks, meetings and client history. Keep using your time and invoicing tools for the rest.
For a simple list of next steps per client, it may be enough. It has no boards, dependencies or timelines, and tasks cannot be assigned to other people.
Yes. Anyone you talk to can have a card: who referred them, what they asked about and when you said you would follow up. There are no pipeline stages or forecasts.
About as long as it takes to say it. You speak a few sentences, it reads the entries back and you confirm. Corrections are spoken too, and any saved change can be undone.
Keep reading
What will you call yours?
Join the list. The first people in get access before the public launch.