Your questions before choosing.
What about field work?
Heumix provides a mobile-friendly web interface to find context, prepare a viewing, record feedback and continue follow-up. This does not imply a native app, offline access or availability without a connection.
What does AI do?
AI helps prepare a draft, analyse a document or understand a match. You review the information, confirm criteria and approve actions. It does not decide the price or transaction for you.
What can a manager access?
An individual email or calendar connection does not make it a team source. Access and handovers follow roles, permissions and authorised scope. Manager View supports deal situations; it is not for watching every click.
What will the demo cover?
Walk through a deal handed over to a colleague: find the conversations, last viewing and next action. Then check access by role and where leadership can help.
Can I bring my data?
Migration starts with a controlled CSV import. Categories, fields and exclusions are reviewed before switching. An available export does not guarantee that all documents, relationships and history can be imported.
How do I confirm my plan?
Confirm the applicable price, onboarding and migration scope. Email and calendar connections depend on your setup and provider authorisations; availability is confirmed before go-live.
View pricing →Prepare your CRM migration: steps and checklist →
