A CRM for Small B2B Sales Teams
One place for every deal, email, meeting and task, so the team knows who is doing what next and nothing falls between two people.
Where Small Teams Lose Deals
With three to fifteen people selling the same product, deals rarely die from a bad pitch. They die in the gaps between people.
- 01
Two Reps, One Customer, Two Answers
A customer emails two people on the same afternoon and gets two different replies about the same contract.
Customer email is logged on the company for the whole team to see, and every thread in the inbox shows its company and deal. Hover over any company, contact or deal for a preview without leaving the page.
See the Inbox - 02
Handoffs Lose the Context
One person books the meeting, another takes the call, and the important detail stays in a private message.
Comment on the deal and @mention a teammate or a whole team. They get a notification right away, and the conversation stays on the record where the next person will look.
See Deals and Coaching - 03
Follow-Ups Depend on Memory
Thursday's promise to send pricing is gone by Monday, and nobody notices until the customer does.
Turn promises into tasks with an owner and a date. Everyone gets an 8am digest and a reminder when something comes due, and My Day lists the replies each person owes.
See Tasks - 04
Every Rep Runs the Stages Differently
One rep calls it Evaluation after a first call, another waits for a technical review. The forecast pays for it.
Each stage has a checklist that admins can edit. The coaching panel on every deal shows what is done, what is not and what is missing for the next stage.
See stage checklists - 05
Updating the CRM Eats Selling Time
Logging a call takes longer than the call notes did, so on busy weeks it does not happen.
Paste rough notes and Atlas fills in the activity. Ask it to update a batch of deals and it prepares one card with every change, which runs only when you confirm.
See Atlas
Handoffs in the Open
Ask the question on the deal, not in a side chat. Whoever is mentioned is notified right away, and the thread stays on the record. Managers see their team's pipeline, and the weekly reports roll it up.
- @mention a person or a whole team
- Realtime notifications
- Teams, quotas and manager and rep roles
- Aisha Khan · 10:12 AM@Mid Market Halcyon moved the security review to Thursday 2pm. Can someone cover? I am at the Fernway kickoff.
- Sam Ortiz · 10:20 AMI will take it. @Aisha Khan anything they asked for in advance?
Every Email in Context
Each rep connects their own Gmail. Customer threads show the company, the deal and its owner, and Atlas sums up long threads before a teammate jumps in. Private mail stays private: admins cannot read anyone else's inbox. See the privacy details.
- Legal accepted the terms except section 4 (liability cap).
- Marco wants a call with your counsel before signing.
- They still target a start date of November 1.
Questions People Ask
- Who is Heed built for?
- Startups and small teams that sell software, from a founder selling alone to a small sales team with a manager.
- Can teammates see each other's email?
- Email with customers is logged on the company so the team has context. Each inbox stays private: admins cannot read anyone else's inbox, and anyone can mark a thread private or exclude domains and labels.
- How do we hand off a deal?
- Change the owner, leave a comment with an @mention and reassign the open tasks. The new owner sees every logged email, meeting and note on the deal.
- Can we mention a whole team?
- Yes. @mention a person or a whole team in a comment, and they get a realtime notification.
- What roles are there?
- Managers and reps. Managers get the team version of the Monday brief, and you can group people into teams with quotas.
See Which Deals Need You This Week
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