HesaOne: CRM & Invoicing

HesaOne runs a small business from one workspace: customers, marketing, service, invoices, bookkeeping and tax. Everything shares the same data, so nobody types anything twice. From first contact to paid invoice: • Contacts, companies and deals with lead scoring • Kanban pipeline, forecast and quotes • Tasks, calls and meetings on every record Marketing with consent: • Email campaigns with consent check and unsubscribe link • Segments, forms and double opt-in • Social media planner and UTM links Service: • Tickets with priorities, SLA timers and escalation • Knowledge base and customer help center • Canned replies and CSAT surveys Invoices, bookkeeping and tax: • Invoices and credit notes, locked once finalized (GoBD) • XRechnung 3.0 (EN 16931) for the German e-invoicing mandate • Payments, reminders and bank matching • Expenses with receipts, journal, profit and loss • VAT return prepared with ELSTER field numbers, deadlines in the calendar • DATEV export for your tax advisor Team: • Team chat with channels and direct messages • Video meetings in the browser; guests join with a link, nothing is recorded • Calendar with 11 calendar systems • Roles: sales sees sales, accountants see finance. Seats for accountants and tax advisors are free. For every country: • Menus in 70 languages, right-to-left scripts included; website and sign-in fully translated • Any currency with live exchange rates, metric or imperial units Your data: • Hosted in Germany on the HesaTech platform • Export everything at any time • Delete your account in the app under Settings, Data and backup HesaOne prepares the VAT return; filing stays with you or your tax advisor. Made by HesaTech in Düsseldorf. Questions: [email protected]

First release of HesaOne for Android: customers, invoices, bookkeeping and VAT in one workspace.