HeyX builds the operating layer for companies that sell, plan, install, and maintain complex energy and installation projects. We help teams keep every customer journey moving, from first lead to quote, contract, planning, installation, completion, documents, payments, and aftercare.
Our platform is designed for work that cannot be managed well with a generic CRM: solar, batteries, HVAC, heat pumps, electrical work, telecom, plumbing, roofing, windows and doors, and broader energy services.
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Track every order through clear stages, spot blockers early, and keep sales, planning, field teams, and support aligned. |
Manage quotes, forms, assignments, escalations, workflows, documents, and handovers in one operational workspace. |
Give customers a self-service portal for actions, payments, documents, data updates, and real-time project status. |
| Capability | What it helps with |
|---|---|
| CRM timeline | Keep track of everything that happened with a customer, from first contact to aftercare. |
| Quotes | Send simple quote flows for sales advisors or detailed technical quotes for more complex projects. |
| Lead capture | Bring website leads directly into the system without manual copying or lost context. |
| Forms | Build opleverformulieren, installatieformulieren, intake forms, and any other operational form. |
| Customer portal | Let customers view project progress, complete actions, update details, and find documents themselves. |
| Payments | Request payments and support self-service payment flows from the portal. |
| Bookkeeping integrations | Connect with popular bookkeeping software like Moneybird, Exact Online, Twinfield, and e-Boekhouden.nl. |
| Planning module | Plan work, coordinate teams, and keep project schedules visible. |
| Escalations | Track issues, blockers, and follow-up actions before they disappear into inboxes. |
| Automations | Send reminders, trigger status updates, and automate repeated operational steps. |
Solar panels | home batteries | HVAC | heat pumps | electrical | telecom | plumbing | energy | roofing | windows and doors
Visit heyx.nl to learn more about HeyX, our products, and how we help installation and energy companies run cleaner operations.
