Opening your workspace
Connecting to Hevestus CRM…
CONNECTION NEEDED
Let’s connect your workspace.
The account service is not available yet. Contact your platform administrator or try again in a moment.
HEVESTUS CRM
Your next stage
starts here.
A private workspace for your business.
A clear place for your team to grow.
Your business stays yours.
Separate workspaces keep each business’s records private.
Everyone has their own account.
Invite your team and give each person the right access.
Welcome back
Sign in to your business workspace.
Joining an existing team? Use the invitation from your business admin.
On your phone? Get the app for Android or iPhone (opens in a new tab).
SECURE YOUR ACCOUNT
Set your password.
Choose a password of at least 12 characters.
PAYMENT RECEIVED
Create your Hevestus CRM login.
Thanks. Your setup payment is complete. We are sending a secure CRM login setup link to the email used during signup.
Use the email from your signup form. If the invite is not in your inbox yet, give it a minute and check spam.
Make room for your business.
Create your private workspace. You’ll be its first admin and can invite your team next.
ACCESS UNAVAILABLE
Your workspace isn’t available.
Contact your business admin for help with your account.
YOUR BUSINESS WORKSPACE
A clear foundation for your team.
New leads
0
Ready for a first conversationOpen pipeline
0
New, contacted, qualified, or estimatingWon leads
0
Work accepted by the customerLost leads
0
Closed without a saleCustomers
0
Customer profiles you can accessActive services
0
Scheduled or in progressCompleted services
0
Explicitly marked completedCustomer follow-ups due
0
Manual follow-up dates dueSETUP GUIDE
Start with the pieces that make your CRM useful.
Work through these in order. Each step opens the area where that setup lives.
YOUR PIPELINE
Recent leads
Your first lead starts here. Add an inquiry to track its next step.
LEADS
Every inquiry. A clear next step.
| Lead | Service | Stage | Next follow-up | Assigned to | Location | Latest note | Action |
|---|
No leads match this view. Try another search or filter.
Calendar
Select an entry to open its profile. Completed services stay visible; canceled services and lost leads are excluded. Times use your business time zone.
REVIEWS
Review requests, readiness, and timing.
Completed services create review checks. Sending is held until plan, settings, consent, and contact rules are ready.
Ready now
0
Pending and dueUpcoming
0
Pending laterNeeds setup
0
Blocked checksSent
0
Recorded as sent| Customer | Status | Due | Reason | Action |
|---|
No completed services have created review checks yet.
FOLLOW-UPS
Customers that need another touch.
Use follow-up dates to keep long-term customer relationships from slipping through the cracks.
Due now
0
Today or earlierUpcoming
0
Future datesAutomation setting
Off
Business-level check| Customer | Service | Follow-up date | Contact | Action |
|---|
No customer follow-ups are scheduled yet.
SUPPORT & RESOURCES
Get help and learn the workflow.
Choose a category so support starts with the right context.
Contact support
Learning resources
CUSTOMERS
Customers and their scheduled services.
Open a won lead and choose Convert to customer to start a profile.
| Customer | Service | Assigned to | Follow-up | Location | Action |
|---|
No customers match this view.
Customer profile
Reviews & follow-ups
Review checks stay queued or blocked until all business and customer requirements are ready.
Services & schedule
Notes & activity
Saved notes stay unchanged. Add corrections as a new note.
SERVICES OFFERED
Your service list
This list supplies the Service / need dropdown. Website forms use this catalog when customers send requests from your site.
Add the services your business offers. Leads can use Other / Not sure until then.
Lower order numbers appear first. Deactivating a service removes it from new selections; existing leads keep their recorded service.
Lead sharing
Choose how your team receives and sees leads.
REVIEWS & FOLLOW-UPS
Review link and automation
Add the Google review link once, then personalize the saved review and follow-up messages with customer and service details.
Business plan
MESSAGE ALLOWANCE
Allowance and cost watch
Plus includes 1,000 SMS segments/month. Ultimate includes 2,500 SMS segments/month. Long texts can use more than one segment.
BUSINESS SETTINGS
Business time zone
CANCELLATION & BILLING
Requests that need owner review
Cancellation, deactivation, refund review, and billing questions are reviewed before account access or payments are changed. This protects your data and keeps billing records clear.
Website lead form
Website submissions become new CRM leads and use this business service list.
Add lead
Notes & activity
Saved notes stay unchanged. Add corrections as a new note.
GROW YOUR TEAM
Invite a teammate
Give them their own account in this business.
PEOPLE & PERMISSIONS
Your team
| Role | Status | Manage access |
|---|
PLATFORM OWNER
Businesses at a glance.
Platform summaries. Each business’s records stay private.
Business workspaces
0
Registered on Hevestus CRMOpen inquiries
0
Active plan/setup requestsConnection
Database responding
OWNER WORKFLOW
Use the left menu to work one area at a time.
Start with Action queue, open Start requests when you need full inquiry detail, and use Businesses for account access controls.
WHAT NEEDS ACTION TODAY
Owner action queue
Start with payment and login issues, then A2P readiness and setup tasks. Suspend and reactivate stay in account controls.
Start requests
Showing all open requests.
| Contact | Business | Plan | Next action | Status | Payment | Received | Actions |
|---|
No start requests yet.
REQUEST DETAILS
Start request
Denying a request marks it closed and removes it from open inquiries. It does not delete payment or audit context.
Setup checklist
Track the manual onboarding steps after a request is converted.
Email setup flow
Prepare owner-reviewed email drafts. This does not send automatically.
Business directory
Use status controls only when access truly needs to be paused or restored.
| Business | Account status | Active users | Pending invitations | Plan | Reviews | Follow-ups | Account controls |
|---|
No businesses have registered yet.
Suspending a business removes dashboard access without deleting customer records, payment history, or audit context.