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Automate your busywork

Build automations in Hey Customer that assign urgent tickets, catch tickets nobody answered in time, and chase leads that have gone quiet.

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Capture leads from your website

Build a lead capture form, embed it on your website, and turn every submission into a lead your team can work.

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Configure your tickets

Set up the ticket types, statuses and priorities your team uses in Hey Customer, and learn what each setting actually controls.

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Contacts and accounts

Contacts are people; accounts are the businesses you work with. Learn how they connect, and how to add and edit both in Hey Customer.

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Create a report

Build a report in Hey Customer — pick a data source, choose columns, filter, sort, save it, and share it with your team.

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Custom fields

Add your own fields to accounts, leads, opportunities and tickets, then use them in lists, reports and automations.

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Dashboard and Insights

See how every number on your Dashboard and Insights pages is calculated, and how to set pipeline targets for your team.

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Document templates

Write a contract or proposal once as a document template, then generate it for any account or deal with the details and signature blocks in place.

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Email and calendar sync

Connect Gmail or Outlook and Hey Customer files your email and past meetings against the right contact automatically.

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Email templates

Save an email you send often as a template with details filled in automatically, then reuse it from any account, opportunity or ticket.

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Getting started with Hey Customer

New to Hey Customer? Follow the welcome checklist to invite your team, shape your pipeline, add custom fields and capture leads.

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Integrations

Connect Hey Customer to Google, Microsoft and Slack. See what each one does, who can set it up, and how to disconnect one.

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Note templates

Create note templates so every call recap, account review and escalation your team writes captures the same things.

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Notifications

Choose who gets notified, post updates to Slack, follow records, and set your own email notification preference.

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Products and services

Build a product and service catalog with one-time and recurring prices, then attach it to accounts and deals.

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Receive and reply to tickets by email

Connect your own support address, verify it with a test message, and every customer email becomes a ticket you can answer from inside Hey Customer.

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Roles and permissions

Use permission groups to control what your team can see and do, invite teammates, and manage the account owner.

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Saved views

Save filtered lists of accounts, leads, opportunities and tickets, and share them with your team.

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Schedule a report

Set a report to run daily, weekly or monthly and email itself as CSV, Excel or PDF to anyone you choose — inside or outside your team.

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Send a document for signature

Upload a PDF to an account or opportunity, mark up the fields each person fills in, and email it out for electronic signature.

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Work in multiple organizations with one login

Use one Hey Customer login for several organizations. See how to join another, move between them, and why each one bills separately.

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Work your pipeline

Set up pipeline statuses that match how you sell, then move opportunities through them on a board or a list until they are won or lost.

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Your customer support portal

Turn on the support portal, brand it as your own, and invite customers to raise and follow their own tickets.

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Can’t find what you need? Contact us — a real person will get back to you.

Or email us directly at support@heycustomer.com