CRM & Smartlists

Every customer relationship. Every team. One connected record.

Most CRM tools track contacts. HieCOR connects every purchase, service visit, delivery, payment, warranty, conversation, and internal note into one living customer record — shared across sales, service, support, and marketing, and enriched by AI that surfaces who to contact, when, and why.

See a 30-minute demo Explore the platform ↓

No commitment required · US-based implementation team

360°

customer context from every touchpoint in one record

purchases · service · invoices · messages · warranties

Dynamic

smartlists that update as customer data changes

no manual rebuilding — lists stay current automatically

2-way

SMS and email with every reply linked to the customer record

outbound messages and inbound replies in one inbox

Daily

AI-ranked customer follow-up list every morning

repeat purchases · service reminders · winback · reviews

Built for businesses where sales, service, and customer relationships must stay connected

Appliance retail & service Furniture retail Mattress & bedding HVAC & trades Appliance repair Equipment sales & service Multi-location retail Home services

360°

customer record from every touchpoint

purchases, service, deliveries, messages, invoices

Dynamic

smartlists built from real transaction data

update automatically as customer behavior changes

45 days

average time from contract to go-live

US-based implementation team included

Daily

AI customer engagement insights and follow-up list

repeat purchase, winback, review, and service signals

CRM Lifecycle

From first contact to long-term customer growth — one connected CRM workflow.

CRM operations break when contact records, segmentation, outreach, team notes, and follow-up live in different tools. HieCOR connects every step from customer capture through AI-powered engagement optimization in one platform.

app.hiecor.com / customer / harry-smith

1Capture

Every customer. Every interaction. One complete record.

Every purchase, service visit, delivery, payment, open quote, warranty, SMS conversation, and internal note connected in one customer record. Your sales, service, and support teams all see the same picture — built from real transaction data, not manually entered fields.

360°Customer context from every touchpoint in one recordPurchase history, service visits, deliveries, invoices, messages, warranties, notes, and open opportunities — unified in one profile.

✓Full purchase and service history per customer
✓Open invoices, estimates, and quotes visible in one record
✓Equipment assets, warranties, and serial numbers linked
✓Lifetime value, loyalty points, and account tier tracked automatically

See it in action Explore Retail Command Center →

app.hiecor.com / crm / smartlists

2Segment

Build the right audience from real customer behavior — not a spreadsheet.

Smartlists are dynamic customer segments built from real transaction, service, and engagement data. Filter by purchase history, service status, last contact date, account tier, geography, spend threshold, product category, or any combination. The list updates automatically as customer data changes — no manual rebuilding required.

DynamicSmartlists that update automatically as customer data changesFilters built from real purchase, service, and engagement data — the list stays current without anyone rebuilding it.

✓Filter by purchase date, product, spend, and service history
✓Segment by account tier, geography, and customer status
✓Combine multiple criteria for precise audience targeting
✓Smartlists update in real time as underlying data changes

See it in action Explore Customer Follow-Up →

app.hiecor.com / messaging / active-chats

3Engage

Reach every customer in the channel they actually respond to.

Send SMS, email, or targeted campaigns directly from a smartlist or individual customer record. Every outbound message is linked to the customer record and the conversation thread. Replies come back in the same inbox — with the customer's full order and service context already loaded for whoever picks it up.

2-wayEvery customer message linked to their full recordSend by SMS or email, receive replies in context — every conversation thread attached to the customer record automatically.

✓SMS and email outreach from individual records or smartlists
✓All outbound messages logged on the customer record
✓Inbound replies received in 2-way inbox with full order context
✓Message templates built from real customer data fields

See it in action Explore 2-Way Text Messaging →

app.hiecor.com / service / SRV-9942

$HieCOR Document — CRM screen$

4Document

Keep every team on the same page with shared customer context.

Internal notes, task assignments, interaction history, escalation flags, and cross-team context are all stored on the customer record and visible to every authorized team member. Sales doesn't need to ask service what happened last time. Service doesn't need to ask billing what's outstanding. Everyone sees the same record.

1Shared customer record visible to every team simultaneouslySales, service, support, and billing all see the same notes, history, flags, and open items — on the same customer record.

✓Internal notes visible to every authorized team member
✓Task assignment with due date and owner from the record
✓Escalation tags and priority flags surfaced in team views
✓Full communication and service history in chronological order

See it in action Explore Service Work Orders →

app.hiecor.com / service / field-ticket

5Follow Up

Act on a ranked list — not a gut feeling about who to call.

HieCOR surfaces which customers are ready to hear from you, what to say, and when to say it — based on real purchase patterns, service history, and engagement signals. Your team works a prioritized action list every morning instead of manually reviewing spreadsheets or guessing who's overdue for contact.

DailyAI-ranked customer follow-up list every morningRepeat purchase signals, service reminders, winback opportunities, and review requests — ranked by probability and value, ready to action.

✓AI-ranked follow-up list based on real customer behavior
✓Repeat purchase opportunities surfaced from transaction history
✓Service interval and warranty reminders flagged automatically
✓Winback targets identified from lapsed engagement patterns

See it in action Meet Morgan, your Growth AI →

app.hiecor.com / service / field-evaluation

6Optimize

Use every customer interaction to improve the next one.

HieCOR reads your full customer dataset — purchase patterns, service history, response rates, lifetime value, and engagement signals — to surface the insights your team would miss. Which segments convert best. Which message timing drives replies. Which customers are at risk of churning. Which accounts have untapped upsell potential.

AlwaysCRM insights running from live customer dataSegment performance, message response rates, churn signals, upsell indicators, and engagement patterns — surfaced from real data continuously.

✓Segment performance tracking across smartlists and campaigns
✓Response rate analysis by message type, timing, and channel
✓Churn risk signals identified before customers go quiet
✓Upsell and expansion opportunities ranked by account value

See it in action Explore Reporting & Analytics →

Core Capabilities

Built for businesses where the customer relationship spans retail, service, and support.

HieCOR CRM connects contact records, dynamic smartlist segmentation, 2-way communication, team notes, task management, and AI-powered engagement in one operating system every team shares.

👤

Unified customer record

Every purchase, service visit, delivery, payment, warranty, invoice, quote, and communication thread connected in one customer record. Sales, service, support, and billing all see the same picture — built from real transaction data, not manually entered fields.

Full purchase & service historyOpen invoices & quotesEquipment & warranty recordsLifetime value tracking

🎯

Smartlists & segmentation

Build dynamic customer segments from real purchase, service, and engagement data. Filter by spend, product category, service history, last contact date, account tier, geography, or any combination. Lists update automatically as underlying data changes — no manual rebuilding.

Filter-based segmentationDynamic list updatesMulti-criteria combinationsSaved smartlists

💬

2-way SMS & email

Send outreach by SMS or email from individual records or smartlists. All outbound messages are logged on the customer record. Replies come back in a 2-way inbox with the customer’s full context already loaded — so whoever picks it up can respond with confidence.

SMS outreachEmail campaignsReply inbox with contextMessage templates

📝

Team notes & tasks

Internal notes, task assignments, escalation flags, and interaction history stored on the customer record — visible to every authorized team member. No one needs to ask a colleague what happened last time. The record tells the whole story.

Internal note captureTask assignment & due datesEscalation flaggingCross-team visibility

🔄

Follow-up & engagement

AI surfaces which customers are ready to hear from you, what to say, and when to say it — based on real purchase patterns, service history, and engagement signals. Your team works a prioritized list every morning instead of guessing who’s overdue for contact.

AI-ranked follow-up listRepeat purchase signalsService & warranty remindersWinback identification

📊

CRM reporting & AI

Track customer lifetime value, engagement rates, segment performance, and outreach response from one dashboard. AI surfaces churn signals, upsell candidates, and segment-level patterns — so your team makes decisions from data, not instinct.

Lifetime value trackingEngagement rate reportingChurn signal alertsAI upsell identification

What Makes a Smartlist Different

A Smartlist isn’t a static list. It’s a living audience.

Most CRM lists are built once, become stale, and require manual maintenance. A HieCOR Smartlist is a set of criteria — not a fixed set of names — that returns the right customers from real data every time it runs.

🔄

Always current

A Smartlist built on “customers who bought an appliance more than 12 months ago and haven’t had a service call” automatically adds new customers who cross that threshold every day — and removes customers the moment they book a service visit. No one has to rebuild it.

Auto-updates dailyAdds and removes automaticallyNo manual maintenance

🎯

Built from real behavior

Smartlists filter on actual transaction data — purchase date, product purchased, service history, invoice status, delivery completion, warranty expiry, last inbound message date, and account tier. The criteria come from what customers actually did, not what someone guessed about them.

Transaction-based filtersService history criteriaEngagement-based signals

⚡

Actionable immediately

Every Smartlist is an outreach-ready audience. Select the list, choose SMS or email, pick a template or write a message, and send. Or hand the list to AI and let Morgan draft the message for you. From criteria to sent campaign in minutes — not hours spent exporting and cleaning a spreadsheet.

One-click campaign launchSMS or email from the listAI message drafting

AI Employees

AI working your customer relationships every day.

HieCOR AI Employees read your real customer, purchase, service, and engagement data to surface the right outreach at the right time — and handle the parts of CRM that your team shouldn’t have to do manually.

Jamie

Sales & Customer Experience AI

💼

→Identifies which customers in your CRM are most likely to convert on a follow-up today — ranked by purchase signals and engagement history
→Drafts personalized follow-up messages with the customer’s full purchase and quote context already attached
→Flags stalled customer relationships — open quotes, unanswered messages, overdue tasks — before they go cold

Meet Jamie →

Morgan

Revenue Growth & Marketing AI

📣

→Surfaces customers overdue for follow-up from real purchase and service patterns — ranked by probability and value, ready to contact
→Drafts SMS and email campaigns from your actual customer data — no generic copy, no manual personalization
→Identifies which customers are ready for a review request versus which have an open issue that needs resolving first

Meet Morgan →

Taylor

Customer Support AI

💬

→Drafts responses to inbound customer messages with the full customer record, order history, and open issue context already loaded
→Flags incoming messages with urgency indicators so your team prioritizes the right customer conversations first
→Monitors open CRM threads for messages without a response after 24 hours and surfaces them before customers escalate

Meet Taylor →

Alex

Inventory & Supply Chain AI

📦

→Connects back-in-stock events to customer waitlists in the CRM and triggers outreach automatically when a product becomes available
→Identifies customers in the CRM who previously expressed interest in a product that is now on promotion or back in stock
→Surfaces purchasing patterns that suggest which product categories a customer segment is most likely to buy next

Meet Alex →

Why HieCOR

What changes when your CRM is built from real transaction data.

The customer relationship gaps most businesses live with every day — and what HieCOR does differently.

Situation	Without HieCOR	With HieCOR
Sales rep asks what happened with a customer last time	✗Checks a CRM with manually entered notes that may be incomplete, outdated, or missing the service history entirely	✓Full purchase history, service visits, deliveries, invoices, messages, and internal notes on one screen — built from real transaction data
Marketing wants to reach customers who bought appliances 12+ months ago	✗Export from POS, filter in a spreadsheet, deduplicate, import to email tool — hours of work, already out of date	✓Build a Smartlist with that criteria in minutes — it updates automatically every day as customers cross the threshold
Customer replies to a delivery notification by text	✗Reply goes to a separate messaging platform — no one links it to the customer record or the active order	✓Reply arrives in the 2-way SMS inbox with the order, customer profile, and prior conversation thread already loaded
Service team needs to know what the sales rep promised a customer	✗Call the sales rep, check a separate CRM, or find nothing — service team arrives without the full picture	✓Internal notes, open quotes, and prior commitments all visible on the shared customer record before the technician arrives
Team wants to send a winback campaign to lapsed customers	✗Export, filter, clean, upload to a separate email tool, manually write the message, send — days of prep work	✓Morgan AI identifies the lapsed customers, builds the Smartlist, drafts the message, and sends it — minutes, not days
Follow-up falls through the cracks	✗Whoever was supposed to follow up forgot, moved on, or didn’t have clear context — customer never hears back	✓AI surfaces overdue follow-ups daily, ranked by customer value and urgency — tasks assigned and tracked on the customer record

Use Cases

Built for every team that touches the customer relationship.

HieCOR CRM & Smartlists works for sales follow-up, service customer retention, post-delivery marketing, and cross-team account management — all from one connected platform.

Sales

Lead follow-up & opportunity management

Your sales team manages a mix of floor-ups, inbound web leads, and follow-up opportunities from past customers. HieCOR gives every associate a complete picture of who to contact, what they bought, what they were quoted, and what the next best action is — before they pick up the phone.

AI-ranked daily contact list based on purchase signals
Full quote and purchase history visible at contact
Notes and tasks shared across the sales team

Service retention

Service reminders & warranty follow-up

Your service customers bought a product, had it installed, and haven’t heard from you since. HieCOR builds Smartlists of customers by warranty status, service interval, and equipment age — and triggers automated reminders before they call a competitor for their next service visit.

Smartlists by warranty expiry and service interval
Automated service reminder outreach by SMS or email
Full service history visible on the customer record

Marketing

Targeted campaigns from real customer data

Your marketing team needs to run a post-delivery review campaign, a seasonal promotion for appliance buyers, and a winback campaign for lapsed customers — without exporting three separate lists from three different tools. HieCOR builds all three Smartlists in minutes and sends directly from the platform.

Three distinct Smartlists from one data source
SMS and email campaigns sent directly from each list
AI drafts the message from real customer context

FAQ

Questions about HieCOR CRM & Smartlists.

Everything buyers ask before deciding whether HieCOR is the right CRM platform for their business.

AwarenessIs HieCOR only a contact database?

No. HieCOR connects contact records, dynamic smartlist segmentation, 2-way SMS and email outreach, internal team notes, task management, and AI-powered engagement in one platform. The customer record is built automatically from real transaction data — purchases, service visits, deliveries, invoices, and warranties — not manually entered fields.

AwarenessWhat is a Smartlist and how is it different from a regular list?

A Smartlist is a dynamic customer segment built from criteria — not a fixed set of names. You define the filter (e.g. “customers who bought an appliance 12+ months ago with no service visit”) and HieCOR returns the matching customers from real transaction data every time the list runs. It adds new customers as they cross the threshold and removes them when they no longer qualify — automatically, with no manual rebuilding.

AwarenessDoes HieCOR CRM connect to purchase and service history?

Yes. The customer record in HieCOR is built from real transaction data — every purchase, service visit, delivery, invoice, estimate, warranty, and SMS conversation is automatically linked. Your team sees the full customer picture without anyone manually entering data into the CRM.

EvaluationCan HieCOR send SMS and email outreach from the CRM?

Yes. You can send SMS or email directly from an individual customer record or from any Smartlist. All outbound messages are logged on the customer record. Customer replies come back in a 2-way inbox with the customer’s full order and service context already loaded — so whoever responds can do so with confidence.

EvaluationCan multiple teams share the same customer record?

Yes. Sales, service, support, and billing teams all access the same customer record with the same data — purchase history, service visits, open invoices, internal notes, tasks, and conversation threads. Every authorized team member sees the same picture without needing to call a colleague to find out what happened last time.

EvaluationHow does the AI follow-up recommendation work?

HieCOR AI reads your real customer data — purchase patterns, service history, last contact date, open quotes, warranty status, and engagement signals — and surfaces a ranked follow-up list every morning. It identifies which customers are most likely to respond to outreach today, what type of outreach is appropriate, and what to say. Morgan AI can draft the message; your team approves and sends.

DecisionHow is HieCOR CRM & Smartlists priced?

HieCOR is priced based on the modules you deploy and the size of your customer base. Most businesses replace 2–4 existing CRM, list management, and messaging tools when they implement HieCOR — making it cost-neutral or better within the first year. Pricing is discussed during the demo.

DecisionWhat does implementation look like for CRM?

HieCOR’s US-based implementation team handles customer data migration, Smartlist configuration, SMS and email template setup, and integration with your existing transaction systems. Because the CRM record is built from transaction data, most of the customer profile populates automatically from your existing POS, service, and order history. Most businesses are live within 45 days.