Hierly

Hierly is a multi-tenant CRM platform built for organizations with field-based teams. It structures data around a company's own team hierarchy, modeling zones, managers, and representatives as a tree so that visits, leads, check-ins, and quotes automatically roll up to the appropriate branch.

The platform includes location-stamped attendance check-ins that turn field presence into a timestamped fact rather than a claim. It also offers AI-assisted quick-add tools for capturing notes via voice or paste for reps standing in the sun. Branded quotations with ROI and sizing calculators can be generated on the doorstep as signed PDFs.

Every new team starts on a 7-day free trial with full Pro limits, meaning there is no cut-down free tier. Staff logins are created by managers inside the app, so you only ever pay for people you actually put on the tree. Payment details come later if you stay after the trial.

The platform provides live reports on team performance and pipeline status segmented by branch, allowing managers to see who is performing and where the pipeline stands without asking anyone. This data is updated in real-time as reps log visits and prospects in the field.

Managers create accounts and then create every other login inside the app, ensuring isolated data per company. Each company's data is scoped to its own tenant and checked server-side on every request to maintain security.

The system allows you to model zones, managers, and reps exactly as they exist on the ground and reshape them anytime. Access follows automatically when the hierarchy changes, keeping the tree accurate without manual updates.

Reps can log leads in seconds with fields they define, and each prospect instantly lands in the right branch of the tree. This ensures visibility up the chain the moment a lead is captured.

The platform is designed for teams that work outside, such as a 50-person solar field-sales team running their day on Hierly. It supports prospect capture in the field, start-day attendance, and branded quotations for such organizations.

The website mentions that the platform is built for people standing in the sun, not sitting at desks, emphasizing its utility for outdoor field work. It also highlights that every visit is visible up the tree the same day it happens.

The system allows managers to see live data such as 'North: 11 visits today' or specific rep activities like 'AK added a prospect' in real time. This live feed covers visits, leads, check-ins, and quotes as they occur.

The official website of Hierly is hierly.xyz.

Hierly has no reviews on Trustburn yet. Anyone who has used it can write the first review on its Trustburn page.