What is HiWork?

HiWork brings customer relationships and work into one clear system. With contacts, notes, tasks, and workflows in one place, daily work stays simple.

• Contacts and Companies: Create both individual contacts and company records

• Contact Relationships: Map connections between contacts to understand how people relate to each other, such as Employee, Partner, Family, etc.

• Contact Lists: Organize contacts into custom groups and segments. Create lists for different purposes like “VIP Clients”, “Newsletter Subscribers”, or “Event Attendees”. Contacts can belong to multiple lists.

• Tasks: Create tasks linked to specific contacts to track follow-ups, calls, meetings, and action items. You can assign a due date to them and a team member.

• Notes: Add detailed notes to contacts with full text formatting. Notes include titles for easy scanning and organization.

• Workflows: Design multi-step processes with approval flows that contacts can go through.