Welcome

HeySales keeps your contacts, deals, email, website leads and customer service in one place. It works in any web browser, on a computer, a tablet or a phone, so there’s nothing to install.

Every page in this guide shows the real screen. The numbers on each picture match the numbered steps beside it, so you can follow along in HeySales. Each picture is also described in words.

New to HeySales?

Work through Get started in order: make your account, connect Google, bring in your contacts and invite your team. Then read the pages for the parts you’ll use most.

Get started

Create your accountSign up, then the setup steps: your details, your pipeline and your team.

Find your way aroundThe menu, search, the dashboard, and moving around with a keyboard.

Connect GoogleBring in your Gmail and calendar, and send email from HeySales.

Import your contactsFrom a spreadsheet, or try HeySales with sample data first.

Your customers

ContactsThe people you sell to, and everything about each one.

DealsYour pipeline: every sale from first contact to won or lost.

InboxYour Gmail beside your contacts, with replies from HeySales.

FormsCapture leads from your website straight into HeySales.

Grow and look after them

Marketing emailsSend news and offers to a list, and see who opened and clicked.

WorkflowsDo the routine steps for you when a form arrives or a deal moves.

TicketsCustomer questions and problems, from first message to fixed.

ReportsHow your pipeline, team and website are doing.

The examples

The pictures come from Lumen Solar, a made-up company that fits solar panels for businesses in Bristol. Olivia Grant owns it, Sam Patel runs sales and Ellie Morgan looks after customers. Their customers, such as Harbour Bakery and Kestrel Logistics, are made up too.

Can’t find what you need? See Get help.