Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Hexa Piper is an innovative cloud-based solution for business management that seamlessly integrates customer relationship management with a variety of essential functions such as timesheets, payroll, task and vendor oversight, invoicing, payment processing, accounting features, team communication, document storage, and a password management system. With this platform, teams can efficiently manage customer, client, referral, and supplier records, assign tasks, monitor employee hours, handle invoicing, oversee daily income and expenses, and maintain all relevant documents and communications in a centralized workspace. Targeted primarily at small operational teams across diverse industries like healthcare, durable medical equipment, agencies, logistics, and property management, Hexa Piper also features specialized workflows tailored for healthcare, including the management of referral and client records, care coordination, and compliance-related controls. To cater to various user needs, Hexa Piper provides a complimentary plan for a single user along with tiered paid plans based on the number of users, and new teams can take advantage of a 30-day trial period to explore the platform's capabilities. This flexibility allows organizations to choose a plan that best fits their operational demands while ensuring they have the necessary tools for effective management.
Description
Referrals often represent the most effective means of generating new business, yet they can easily slip away from memory. They tend to exist in various digital formats, like email inboxes or text conversations, without any record indicating who initiated the referral or what transpired afterward.
Introzy addresses this issue by implementing a structured system that captures every referral as it occurs, guiding it through a designated pipeline, monitoring outcomes, and automatically generating invoices when financial transactions are involved. Each plan includes integrated commission tracking that accommodates various rates, tiers, and clawbacks seamlessly, with invoices that can sync directly to QuickBooks or connect via Stripe Connect for efficient payment processing. Additionally, Kai, the AI deal-intelligence agent from Introzy, proactively identifies opportunities that require attention, ensuring that no potential leads go unnoticed.
This platform is tailored for small to medium-sized business teams that thrive on referral-based growth, including individual connectors, boutique agencies, consultants, managed service providers, law firms, and other expanding service enterprises. By leveraging Introzy, these businesses can streamline their referral processes and enhance their overall operational efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
Yes
Howie
No
HubSpot CRM
No
PayPal
Yes
Salesforce
No
Slack
No
Zapier
No
n8n
No
Integrations
Stripe
Yes
Howie
Yes
HubSpot CRM
Yes
PayPal
No
Salesforce
Yes
Slack
Yes
Zapier
Yes
n8n
Yes
Pricing Details
$0/user/month
Hexa Free is $0 per user per month. The current homepage lists Hexa Lite at $12 and Hexa Core at $18 per user per month; yearly billing is discounted. Enterprise pricing is custom. A 30-day free trial is available, with no credit card required.
Free Trial
Yes
Free Version
Yes
Pricing Details
$29/month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Hexa Piper
Country
United States
Website
hexapiper.com
Vendor Details
Company Name
Introzy
Country
United States
Website
introzy.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Referral
Affiliate Marketing
No
Campaign Management
No
Contact Management
No
Employee Referral Management
No
Feedback Management
No
Lead Engagement
No
Loyalty Program
No
Referral Tracking
No
Rewards Management
No