Five modules covering the full cycle: lead → proposal → contract → client → project. All wired into invoicing, no duplicates, no parallel spreadsheets.
Visual pipeline with custom statuses. Forecast close and probability per stage.
360º view with the full history: invoices, projects, contracts, calls and emails.
PDF in your template, online acceptance and open tracking. Convert to invoice in one click.
Digital signature with timestamp and legal archive. Templates by type (retainer, project, NDA, employment).
Organisations, groups and contacts linked hierarchically. For anyone selling into corporates with 5 entities.
The cold-calling sales rep, the agency selling retainers and the freelancer with a few fixed clients.
"I make 30 calls a day. Each one's logged with notes and actions. End of quarter I have a clean pipeline and a real forecast."
"We sell 3-4 proposals a month, but they're all 12-month retainers. Hexio reminds me of renewals, bills me each month and shows me LTV per client."
"I have 5 fixed clients. I don't need a giant CRM. Hexio gives me a profile for each, digital signature and that's it — without paying for HubSpot."
An accepted proposal becomes a project with hours budget. Execution gets full traceability.
Explore the packA signed contract becomes the recurring invoice. Verifactu and SII enabled by default.
Explore the packNewsletters segmented by pipeline stage. Content generation to nurture leads.
Explore the packTell us how you sell and we'll set up the CRM your way — not the other way around.