Jamie is HieCOR's Sales Experience AI. Every morning, Jamie reads your real transaction data — purchase history, open estimates, service records, and engagement signals — and surfaces the customers most likely to convert today. Not a generic list. A ranked, context-rich set of opportunities your team can act on before lunch.
What Jamie Does
Jamie works across your sales pipeline — from the moment a customer first engages to the moment they complete a purchase and return for the next one.
Jamie reads your full customer database every morning and surfaces the customers most likely to purchase today — based on purchase history, estimate activity, service records, and engagement timing.
Jamie monitors your estimate pipeline and surfaces three categories daily: viewed-but-not-approved, approved-but-not-converted, and estimates approaching their validity window.
For every stalled estimate, Jamie prepares a ready-to-send follow-up with the customer's name, specific products quoted, the estimate total, and a direct approval link.
Jamie identifies customers approaching their historical repeat purchase interval and surfaces them as ranked outreach opportunities.
Jamie monitors customers with high lifetime value who have gone quiet and flags them as priority follow-up.
Jamie tracks estimate-to-invoice conversion rate by associate, product category, and customer segment.
Jamie in Action
Jamie monitors every estimate in your pipeline — surfacing stalled proposals, flagging approved estimates not yet converted, and preparing follow-up messages with the customer context already attached.
A Day With Jamie
Jamie runs before your sales team arrives and keeps working throughout the day.
Morning opportunity brief
Jamie delivers a ranked list of 12 customers to contact today: 4 stalled estimates approaching expiry, 3 approaching repeat purchase interval, 3 commercial reorder windows, 2 high-value customers quiet for 90+ days.
Sales team arrives with a specific, ranked action list — not a blank calendar.
Estimate conversion alert
A customer approved an estimate 6 days ago but the associate has not converted it to an invoice. Jamie flags it as priority — the deposit window is closing.
Associate converts the estimate and schedules the delivery before the customer calls to cancel.
Walk-in customer context
A customer walks in asking about dishwashers. The associate looks them up — Jamie surfaces their prior purchase: refrigerator 3 years ago, extended warranty, one service call. High-value account.
Associate enters the conversation with the full picture instead of starting from scratch.
Commercial account reorder signal
A commercial client orders cleaning equipment every 90 days. It's been 88 days. Jamie surfaces the account with prior order details pre-loaded.
Account manager contacts the client before the client has to call in an order.
End-of-day pipeline review
Jamie surfaces 3 estimates aging into high-risk of loss and prepares final follow-up messages for each — personalized with context, the original quote, and a reschedule offer.
Sales manager reviews and approves. Three messages go out before 5pm.
Where Jamie Works
Jamie connects to every part of the sales and customer lifecycle.
Estimates & Proposals
Jamie monitors the full estimate pipeline — surfacing stalled, viewed-not-approved, and approved-not-converted estimates.
Explore Estimates & Proposals →CRM & Smartlists
Jamie reads the full customer CRM record to rank every outreach opportunity accurately.
Explore CRM & Smartlists →Showroom POS
Jamie surfaces customer context at the point of sale — prior purchases, open quotes, service history, and account tier.
Explore Showroom POS →2-Way Text Messaging
Jamie drafts follow-up messages for stalled estimates directly in the messaging workflow.
Explore 2-Way Text Messaging →Marketing Automation
Jamie identifies which customer segments have the highest conversion potential for targeted campaigns.
Explore Marketing Automation →Service Work Orders
Jamie identifies service customers whose equipment history suggests a retail upsell or replacement opportunity.
Explore Service Work Orders →FAQ
How does Jamie identify which customers to contact today?
Jamie reads your real transaction data — purchase history, open estimates, service records, and engagement signals — and ranks customers by conversion probability. A specific, prioritized list every morning.
Does Jamie send follow-up messages automatically?
No. Jamie prepares a draft follow-up and surfaces it for associate review. The associate reviews, edits if needed, and sends. Jamie never sends without human approval.
How does Jamie identify stalled estimates?
Jamie monitors three categories: viewed-but-not-approved, approved-but-not-converted, and estimates approaching validity expiry. All three are surfaced daily ranked by value.
Can Jamie help with commercial account sales?
Yes. Jamie tracks commercial account reorder patterns and surfaces accounts approaching their historical reorder window — with prior order details pre-loaded.
How does Jamie connect service history to sales opportunities?
Jamie reads service records alongside purchase history — identifying customers whose equipment age or service frequency suggests a replacement or upgrade opportunity.
Does Jamie track estimate conversion rate by associate?
Yes. Jamie tracks estimate-to-invoice conversion rate by associate, product category, and customer segment — surfacing where to focus coaching.
Most businesses who go through a HieCOR demo immediately see where Jamie would change their daily workflow — and how many tasks currently falling through the cracks would get handled automatically.
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No commitment required · US-based implementation team · Average onboarding: 45 days