AI-native Revenue Engine Platform

Win the deal, sign it, and keep the client, all in one system.

Henosis REP keeps your prospects, proposals, signatures and client work in one system. Your team runs the whole relationship in one place and pays for one tool instead of six.

14-day free trial of the full Professional tier

One platform

replaces six to eight separate tools

$650

a month for a ten-person team on Professional

0

modules behind one login

0 days

free trial of the full Professional tier

The problem

Your revenue runs across too many tools.

Most teams manage client relationships across a pile of disconnected apps. They pay for all of them, copy data between them and stitch them together by hand.

Six to eight tools

A CRM, a proposal tool, e-signature, sales engagement, email marketing and the automation that connects them.

$2,000 to $3,700 a month

What a ten-person team pays for that stack at list prices, before anyone closes a deal.

Copy and paste

The same contact typed into three tools, and the hope that nothing falls between them.

No single view

Nobody can see one client across prospecting, proposals, delivery and account management.

How it works

One system from prospect to renewal.

Every step lives on the same record, so nothing is copied between tools and no client falls into a gap between systems.

01

Prospect

Contacts and accounts, enriched and de-duplicated by the AI as they come in.

02

Deal

A visual pipeline with probability tracking and stage automation.

03

Proposal

A branded proposal builder with line items and approval workflows.

04

E-sign

Send and sign in the platform, with no separate e-signature seat.

05

Deliver

Plan and track the delivery work as projects on the same record.

06

Account management

Ongoing servicing, follow-ups and renewals on the same record.

The product

Every module is live today.

Here is what your team works in every day.

Deals and pipeline

Your whole pipeline in one view.

A Kanban pipeline with stage automation, probability tracking and win-loss analysis gives you a weighted view of every deal without a spreadsheet to keep up.

  • Card, list and pipeline views
  • Stage-based automation
  • Probability and weighted forecast
app.henosis.solutions
Your whole pipeline in one view.
AI assistant

Ask your CRM a question.

Ask about your pipeline in plain English and get an answer from your own records. Create and update records from the same chat.

  • Plain-English questions over live data
  • Create and update records by chat
  • Answers grounded in your records
app.henosis.solutions
Ask your CRM a question.
Proposals and e-signature

From proposal to signature without another seat.

Build a branded proposal with line items, route it for approval, generate the PDF and collect the signature in the same system. The separate proposal and e-signature tools go away.

  • Branded proposals with line items
  • Approval workflows
  • Built-in electronic signature
app.henosis.solutions
From proposal to signature without another seat.
Analytics

Know your numbers without a BI tool.

Executive dashboards, a custom report builder and metrics across every module give leadership the reporting they ask for.

  • Executive dashboards
  • Custom report builder
  • Metrics across every module
app.henosis.solutions
Know your numbers without a BI tool.
The AI

The AI works inside every module.

It logs calls, writes call briefs, fills in missing contact details and drafts follow-ups. You review and send.

AI Assistant

Answers questions over your records, creates and updates them by chat, and briefs you before a call.

AI Marketing

A campaign builder, a block email editor, audience segments and subject-line suggestions.

AI Enrichment

Fills in missing contact and account details so records stay complete.

AI Import Mapping

Maps the columns of a CSV import, flags duplicates and shows you a review step before anything is written.

The cost

One subscription instead of six.

A ten-person team pays about $650 a month for Henosis Professional. The same team pays about $2,100 a month at list price for a typical six-tool stack.

What a 10-person team pays / month

about $1,450 a month less

The stack a typical ten-person team runs, against Henosis Professional at ten seats. These are list prices, not measured customer results.

Typical stack · 6 tools$2,100/mo
Henosis REP · 1 platform$650/mo
CRM & pipeline
Proposals
E-signature
Sales engagement
Email marketing
Automation

Cumulative spend, year one

about $17,400 less in year one

The same ten-person team at list prices over the first year. The shaded gap is what consolidation saves. List prices, not a customer result.

Typical stackHenosis REP
William Fordyce, founder of Henosis
Who built it

Henosis REP was built by a sales leader who lived this problem for twelve years.

Will Fordyce sold and delivered fund services at Apex Group, IQ-EQ and Blue River Partners, running client relationships across the same pile of tools every team struggles with. He built the system his teams never had.

About Henosis
Security and trust

Your data is isolated, encrypted and audited from the first day.

The database enforces isolation and access rules for every account, so there is no setting to remember.

Tenant isolation

Row-level security in the database keeps every workspace separate.

Role-based access

Roles and permissions control who sees and changes what.

Encryption

Data is encrypted in transit and at rest, and connected-mailbox credentials carry a second layer.

Audit trails

Every meaningful change is recorded in an append-only log.

Microsoft 365

Outlook mail and calendar connect natively. Stripe handles your subscription.

Your data is yours

Import and export your whole book at any time.

Pricing

Simple per-user pricing.

Two published tiers for sales teams, a GP edition for fund managers, and a custom Enterprise option. Invite your whole team.

Standard

$35/ user / month

The core CRM for small business development and account teams.

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  • Contacts and accounts with AI enrichment
  • Deals and pipeline with stage automation
  • Projects and delivery tracking
  • AI assistant
  • Standard reporting
  • Import and export with AI field mapping
  • Microsoft 365 and Outlook
Most popular

Professional

$65/ user / month

Adds proposals with e-signature, AI marketing and custom analytics.

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  • Everything in Standard, plus:
  • Proposals with e-signature
  • Tasks, Kanban and meetings
  • AI marketing (campaigns and email)
  • Custom analytics and report builder
  • Advanced duplicate management
  • Priority support

Enterprise

Custom

For larger teams that need a tailored rollout.

Talk to us
  • Everything in Professional, plus:
  • Unlimited records and users
  • Dedicated account manager and SLA
  • Custom onboarding and data migration
  • Security questionnaire and DPA support

Annual billing saves 15 percent on Standard and Professional. Every plan starts with a 14-day free trial of the full Professional tier. The GP edition for fund managers is $150 per user per month.

FAQ

Common questions

Who is Henosis REP for?
Teams that win and deliver client work and want the whole relationship in one system: prospecting, deals, proposals with e-signature, delivery and account management. It fits consultancies, agencies, professional-services and B2B service firms of roughly 5 to 50 people. Two editions on the same platform go deeper: one for firms that serve alternative-asset managers, and a GP edition for fund managers.
What does it replace?
A general CRM, a proposal tool, a separate e-signature tool, an email-marketing tool and the automation that connects them. Henosis REP carries a relationship from prospect to deal to proposal to signature to delivery and ongoing account management in one system. A ten-person team on Professional pays about $650 a month; a typical six-tool stack costs about $2,100 a month at list prices. Your subscription runs on Stripe. Client invoicing is on the roadmap.
How is this different from a general-purpose CRM?
Most CRMs cover the sales pipeline and leave proposals, e-signature, delivery and account management to other tools. Henosis REP covers the whole lifecycle in one place, and the AI assistant works inside every module.
How much does it cost?
Standard is $35 per user per month and Professional is $65. Professional adds proposals with e-signature, tasks and meetings, AI marketing and custom analytics. The GP edition for fund managers is $150, and Enterprise is priced per firm. Annual billing saves 15 percent, and every plan starts with a 14-day free trial of the full Professional tier.
Does it integrate with my email?
Yes. Connect a Microsoft 365 mailbox and Henosis REP sends and syncs mail and calendar as you. Gmail and Google Workspace are on the roadmap.
Is my data secure and isolated?
Every workspace is isolated by row-level security in the database, with role-based access, encryption in transit and at rest, and an append-only audit log. The security page lists the controls in place today and the ones still ahead.

See it on your own pipeline.

Start a 14-day trial, or book a 30-minute walkthrough.

For sales and revenue teams Teams of 5 to 50 Isolated and audited