> New companies, prospects and clients with their full history: contacts and meetings, opportunities, projects and notes. Your team always knows where you stand with…

Source: https://hice.ai/en/solutions/crm-companies-contacts
# Anyone on your team knows where you stand with every client.

A CRM is your client address book, with a memory. In Hice every company has its own record with contacts, opportunities, projects and notes, and each contact has their own meetings: whoever opens it gets the picture straight away, even if they've never handled that client.

Free for up to 10 people. With Business you move your contacts over from your Excel file or your old CRM.

- MeetingMeeting with Luke FosterSeptember 12 · Mark Bennett
- OpportunityApplication supportProposal
- NoteWants a summary every FridaySarah Collins
- ProjectERP migrationIn progress
- OpportunityCloud support · 2 consultantsNew

Meeting

Meeting with Luke Foster

Opportunity

Application support

Note

Wants a summary every Friday

Project

ERP migration

Opportunity

Cloud support · 2 consultants

## A client's life, in four stages

Sooner or later, every company goes through these. At each stage Hice keeps what matters, so whoever comes next finds everything in its place.

- NewA company that could become a client, but you haven't really talked to yet.Hice keeps:who they are and what they do
- who you know there
- ProspectYou're talking: there's interest, maybe a deal on the table.Hice keeps:meetings with their contacts, and the notes
- open opportunities
- ClientThey've signed and you're working together.Hice keeps:current projects and who runs them
- opportunities for what comes next
- Former clientYou're not working together today, but the history isn't lost.Hice keeps:everything you've done together
- where to pick up if they come back

## Find the companies you're looking for in seconds

Filter companies by sector, by status or by open opportunities, and combine the filters however you like. For example: every manufacturing client with a deal in progress.

Try the filters here: the companies are made up, but this is exactly how it works.

- Alpha LtdManufacturing · managed by Mark Bennett2 opportunitiesClient
- Gamma Inc.Manufacturing · managed by Sarah Collins1 opportunityClient

## What changes for your team

### When a colleague goes on vacation, the client doesn't notice.

Whoever covers opens the record and finds contacts, opportunities, projects and notes, in order.

### Your contacts no longer live in an Excel file.

They're in one place, kept up to date by the whole team. And we move them in for you.

### Open opportunities don't get forgotten.

One filter shows you every deal in progress, client by client, and who's handling it.

## Bring your clients into Hice, with their whole history.

We import your companies and contacts from Excel or from the CRM you use today. Your team finds them already in place, from day one.

- Free for up to 10 people
- No credit card required
- Data migration with Business

## Related to clients