Heyzack CRM: smart home operations hub

The Heyzack CRM is a web-based CRM and operations dashboard built for businesses that install smart home systems. It gives admins, managers, support staff, partners, and handymen a single place to manage everything — from capturing a lead to closing out a completed installation and processing a partner payout.

Who uses the CRM

The CRM is designed for everyone on your team and in your partner network:

• Admins — full access to all settings, users, and data
• Managers — oversee installations, leads, and partner performance
• Support staff — handle day-to-day operations and customer communication
• Partners — refer leads and track their referral activity
• Handymen — receive and complete installation assignments

Each role sees only the sections and actions appropriate to their responsibilities. You control this through granular menu-level permissions in Settings.

What you can do

The CRM covers every part of your operations in one place:

• Installations — create, assign, and track smart home installations through their full lifecycle, from draft to customer approval
• Leads — capture and qualify inbound leads, track their source, and convert them to orders
• Orders and sales reporting — review order history, analyze revenue trends, and filter results by date range or partner
• Chat — communicate with partners and handymen in real time; every conversation is archived and searchable
• Payments — calculate and process commission payouts to your partner network with a full audit trail
• User management — create accounts, assign roles, and configure which sections each person can access

The Admin Portal sidebar groups these capabilities in one place: Dashboard, Orders, Sales Report, Contacts, Partners, Installations, Handymen, Leads, Customers, Chat, Payments, Activity Logs, and Settings.

Multilingual support

The CRM is available in English and French. You can switch languages at any time using the dropdown in the sidebar. Your language preference is saved across sessions.

Where to go next