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Customer.

Hexa handles routine customer inquiries and keeps a complete profile of every account, all from live ERP data. Your team only steps in when a human touch is needed.

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Customer Service

Hexa reads incoming customer emails, checks live order status and product specs in your ERP, and drafts accurate responses to routine inquiries. Only the questions that need a human are escalated to your team.

Customer Inbox

Incoming inquiries from email, chat, and portal

3 New1 Resolved
From / SubjectStatusTimeID

Lisa Grant

Redwood Machining

Where's our order? PO-2026-0319

New9:14 AMTK-4821

Tom Beckett

Pinnacle Tooling

Need spec sheet for HX-VL-4410

New9:02 AMTK-4820

Nina Shah

Crestline Industries

Can we get ETA on backorder?

New8:47 AMTK-4819

Mark Ellison

Summit Fabrication

Invoice discrepancy on INV-3892

Escalated8:31 AMTK-4818

Sarah Conway

Apex Fluid Power

Reorder 500x M8 hex bolts

ResolvedYesterdayTK-4817

Custom CRM

Hexa builds a living customer profile from your ERP, email, and order history. Revenue trends, order frequency, payment patterns, and AI-generated insights are surfaced automatically so your team always knows where each account stands.

CRM

Customer accounts and activity

Revenue (12mo)

£1.26M

Accounts

4

Open Orders

6

RM

Redwood Machining

Lisa Grant

92

£482K

38 orders · 3 open

PT

Pinnacle Tooling

Tom Beckett

58

£314K

24 orders · 1 open

CI

Crestline Industries

Nina Shah

85

£267K

19 orders · 2 open

SF

Summit Fabrication

Mark Ellison

31

£198K

14 orders · 0 open

Recent Activity

Lisa Grant placed order SO-4210

2h ago

Nina Shah downloaded invoice INV-3901

1d ago

Hexa sent payment reminder to Pinnacle

3d agoAuto

Tom Beckett opened quote QT-2026-118

5d ago

Hexa flagged Summit as churning risk

6d agoAuto

Recent Orders

SO-4210

Redwood Machining

£3,700
SO-4198

Crestline Industries

£1,480
SO-4185

Redwood Machining

£3,125