01
Clients and contacts
A card per client with the people you deal with, their details and the facts worth keeping.
Simple CRM
A simple CRM: clients, notes, tasks, meetings. That is the list.
Most small businesses do not need a sales platform. They need to know who their clients are, what was agreed and what happens next. Hey Alix keeps exactly that — and you update it by talking.
02
Notes
What was said and agreed, attached to the client it concerns and dated automatically.
03
Tasks
What you have to do and by when. Read out in the morning, ticked off in the panel.
04
Meetings
Visits and calls in a calendar, linked to the client, created from a single sentence.
What “simple” should mean
A CRM is simple when a new user can work with it on the first day and still be using it in the third month. That rules out most of what makes CRM software look impressive in a demo: stages to define, automations to build, dashboards to configure before the first client is even entered.
For a small business the useful core is short. A list of clients with contact details. A history of what was discussed. A list of things to do, with dates. A calendar. Everything else is optional, and for many teams never needed.
What is deliberately missing
Hey Alix has no sales pipeline to design, no lead scoring, no email campaigns, no quoting and no invoicing. If your business needs those, a larger system will serve you better and we would rather say so here than after you sign up.
What you get in exchange is a product with almost nothing to learn. The first run asks what you do and shapes the client card to your trade. After that, the interface is a button and a conversation.
Simple to keep up, not just to start
Simplicity usually gets measured at setup. The harder test is week six, when nobody feels like typing. That is where a contact management tool turns into an outdated address book.
Voice changes the cost of an entry. “Note that Miller wants the quote by Friday, and remind me on Thursday” takes five seconds and produces a note and a task on the right client. The assistant reads it back, you say yes, and it is done.
Moving from a spreadsheet
Many small businesses run on a spreadsheet and their own memory, and for a while that works. It stops working when the client list grows past what you can hold in your head, or when a missed follow-up costs you a job.
The switch does not have to be a project. Start by adding clients as you speak to them — say the name, the details and what was agreed — and the records build up from real conversations within a few weeks.
Questions
One that covers clients, contact history, tasks and meetings without requiring configuration. Hey Alix covers those four and is updated by voice, so there are no forms to fill.
Both terms fit. It stores contacts and companies like a contact manager, and adds the history, tasks and meetings that make it a CRM.
A few minutes. You answer some questions about your work, name your assistant and choose its voice. The client card is then fitted to your trade.
No. Hey Alix keeps clients, contacts, notes, tasks and meetings. It does not do pipelines, quotes or invoices.
We are testing with the first users. Pricing will be announced before the public launch, and people on the waitlist hear first.
Keep reading
What will you call yours?
Join the list. The first people in get access before the public launch.