Features.

Everything your team needs to sell, call and sign

Pipeline, telephony, inbox, e-signature, customer portal, AI and a Telegram bot, in one multi-tenant workspace.

Sales pipeline

A pipeline that keeps itself up to date

Opportunities, companies, contacts, tasks and notes in fast table and kanban views. Every touchpoint, from calls to signed documents, lands on the customer timeline automatically.

  • Kanban and table views with filters and saved views
  • Customer timeline across calls, e-mails, documents and portal activity
  • Roles and permissions down to team and project scope
  • Full audit log of every change

Telephony

A real phone system, inside your CRM

Every user gets an extension. Call from the browser or from the HeroCloud desktop app for Windows; calls are logged, recorded where you allow it, and transcribed by AI.

  • Browser phone (WebRTC) and native desktop phone
  • Click-to-call from any record, inbound routing to extensions
  • Call recording with retention rules
  • AI transcripts and call summaries on the timeline

Unified inbox & campaigns

Every conversation in one inbox

Connect your mailboxes and see e-mail, campaign replies, Telegram and portal messages in one place. Run multi-step campaigns with sending-domain warm-up and deliverability checks.

  • Shared and personal mailboxes
  • Sequences and campaigns with warm-up
  • Replies thread back onto the right contact
  • Compliance guard for calls and e-mail

E-signature

Send, sign, done. Without leaving the deal

Generate proposals and contracts from templates and send them for legally binding e-signature. Signed PDFs are archived on the record.

  • Templates with CRM fields
  • Signing status on the timeline
  • Signed documents stored with the customer

Customer portal

A portal your customers can use

Give customers a secure place to see their documents, sign, book meetings and message your team, with magic-link sign-in and your branding.

  • Magic link or one-time-code sign-in
  • Documents, signatures and bookings in one place
  • Per-workspace branding

AI assistant

An assistant that knows your pipeline

Ask questions about your data, get call summaries, draft follow-ups and prepare meetings. Usage draws from transparent monthly AI credits included in every plan.

  • Answers grounded in your CRM data and permissions
  • Call transcripts and summaries
  • Monthly credits per plan, top-ups on request

Telegram bot

Your CRM, in your pocket

Link your account to the HeroCloud Telegram bot to get notifications, look up customers and ask the assistant on the go.

  • Personal, account-linked bot
  • Deal and call notifications
  • Ask the assistant from Telegram

Multi-tenant workspaces

One login, every company you run

Run several brands or companies side by side. Each workspace has its own users, roles, data, plan and branding, isolated at the database level.

  • Switch workspaces without signing out
  • Row-level security in Postgres for every record
  • Per-workspace plans, seats and AI credits

Any questions?

Stop juggling tools. Start selling, with HeroCloud

Is there a free trial or self-signup?

HeroCloud workspaces are set up by our team or by your workspace admin: there is no public self-signup. Pick a plan and we create your workspace; your admin then invites the team by e-mail.

How does the phone system work?

Every user gets an extension. Calls run in the browser (WebRTC) or in the HeroCloud desktop app for Windows, over our own telephony stack with carrier-grade SIP trunks. Calls are logged on the record automatically, recorded where you allow it, and transcribed and summarised by AI.

What are AI credits?

The AI assistant, call transcripts and summaries draw from a monthly credit allowance included in your plan (1,000 / 5,000 / 25,000 credits). Admins can buy more credits in the settings; nothing is charged without explicit confirmation.

Can I run several companies or brands?

Yes. HeroCloud is multi-tenant: one login can belong to several workspaces, each with its own data, users, roles, branding and plan, isolated at the database level (Postgres row-level security).

Can I sign in with Google?

Yes, once your workspace admin has invited your Google e-mail address. You can also sign in with your username or e-mail and password.

Browser or desktop app?

Both. After signing in you choose where to open HeroCloud. The desktop app adds a native phone, notifications and remembers your last layout, window and workspace.