01
Nothing to install
It runs in the browser on your phone. Open the address, sign in and talk.
- Phone and computer, same data
- A microphone is all you need
Mobile CRM
A mobile CRM for the minutes between two visits.
On a phone, a CRM is used standing up, one-handed, with no time. Hey Alix is built for that: it opens in your browser and the main control is a single button — press it and talk.
02
One button
The screen you use most has one job: start the conversation.
- No forms on a small screen
- The assistant answers out loud
03
Before the visit
Ask what you last agreed with a client and what is still open.
- “Remind me where we left off with the Carters”
- “Who am I seeing today?”
04
After the visit
Say what happened. The note, the task and the next meeting are filed before you drive off.
- One sentence, several entries
- Read back before saving
Why desktop CRMs fail on a phone
Most mobile CRM apps are the desktop product squeezed onto a smaller screen. The same forms, the same dropdowns, the same number of fields — only now you fill them with your thumbs. People open them to look something up and almost never to add anything.
That is the wrong way round. The phone is with you at the moment the information exists: straight after the meeting. A mobile CRM earns its place by making that moment easy to capture.
Browser, not app store
Hey Alix is a web application. There is no download and no update to wait for. It works in the browser on your phone and on your computer, and both show the same records.
The first time you start a conversation, the browser asks for permission to use the microphone. That is the only setup step on the device.
What you can do from the phone
Everything the assistant does is available by voice: add and update clients and contacts, write notes, set tasks, book meetings, and answer questions about your day or a client's history. The panel — client cards, calendar, task list, conversation history and the change log — is laid out for a small screen too.
After each conversation you get a transcript and a summary, so you can check later what was said and what was saved.
Limits worth knowing
A live voice conversation needs an internet connection; Hey Alix does not work offline. Starting a conversation takes a tap, so it is not a hands-free device for use at the wheel — start it before you set off or once you have parked.
Questions
There is no app store download. Hey Alix runs in the browser on iPhone and Android, and on a computer.
No. The voice conversation and your records need an internet connection.
Yes. It is one account and one set of records, whichever device you open it on.
The conversation is by voice, but you start it with a tap. Start it when parked or before you set off, and follow your local road rules.
Keep reading
What will you call yours?
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