Start with the signals.
Review new replies, call activity, and the leads waiting for attention.
“Alex replied. Review the message.”
HEYJAKE, EXPLAINED
From first hello
to next step.
Your leads, calls, texts, and AI voice agents.
One workspace that keeps the work moving.
Bring in a lead. Start a conversation. Know what happens next. Here’s how it all fits together—without the technical talk.
Walk me through it7 simple steps
Explore at your own pace
Explore at your own pace
THE WHOLE CONVERSATION, CONNECTED
AMExample
Alex Morgan
A lead becomes a conversation.
A new inquiry arrives
01Contact details and context, saved.
A person or AI agent calls
02The conversation stays with Alex.
“Tomorrow afternoon works.”
03The reply is right where you need it.
Human team + AI agentsSame lead. Shared context.
Fictional contact and activity, shown to explain the workflow.
ONE PRODUCT. ONE CONTINUOUS WORKFLOW.
Everything connects
to the person.
A CRM is simply a place to keep track of people and opportunities. HeyJake puts the tools to contact them alongside the history—so your team can act on what it knows.
Bring in a lead
A list, a form, an inquiry,
or a supported connection.
One shared record
Who they are. What happened.
What matters next.
Your team calls Send & receive texts An AI agent helps
Move it forward
A callback, a handoff,
a meeting, or an outcome.
THE STEP-BY-STEP TOUR
Follow one lead.
See the whole picture.
Click through a typical day in HeyJake. You don’t need to know what a CRM is to get started.
Make it familiar:
01 / Add leads
Bring in your leads
Add or import your contacts.Start with your existing list, add a person directly, or connect a supported lead source. Keep useful details with the record from the beginning.
AMNew lead
Alex Morgan
New inquiry · Website form
Your list, ready to work
new-inquiries.csvExample import · fields matched
NameAlex Morgan
Phone(202) 555-0108
Interested inA service consultation
Assigned toJordan · Your team
Details stay with the contact.
Your people and their context are in one place.
Illustrative examples with fictional data. Your enabled workspace and connected services determine the available workflows.
CALLING + TEXTING
Reach out.
Stay in the conversation.
One person or a selected audience: keep the conversation and the follow-through together.
Your team’s calls,
with the full picture.
Open the record, review the history, and call. Work through a list using the dialer workflow enabled for your team.
- 1Choose who to call
Use your lists, filters, and next actions.
- 2Talk with context
See the notes and prior conversations.
- 3Save the outcome
Keep the result and next step with the record.
Record Call Outcome
Text campaigns that lead
to real conversations.
Prepare your message, choose an eligible audience, review the preview, and schedule or send. Then work replies from the lead or buyer workspace.
Have multiple numbers for a buyer? Choose which mobile level to contact, and switch phone threads to see exactly which number replied.
Choose the audience
↓Start with buyers linked to the deal.
Choose the phone level
Reach the first, second, third, or a combination of eligible mobiles.
Start with the first eligible mobile.
↓Preview the recipients, then send one intro to each selected destination.
Preview → send → work the replies
Landlines, opt-outs, blocked numbers, and prior intro destinations are excluded from eligible sends.
Buyer campaign example · up to three eligible mobile levels
AI VOICE, WITH A PURPOSE
A teammate for
the phone work.
Give an AI agent a clear job. Let your people focus on the conversations that need them.
An AI voice agent is software that holds a phone conversation. In HeyJake, that conversation connects to the customer record and your configured workflow.
- Answer and learn what’s needed. Collect the details and ask the questions that matter.
- Call a selected audience. Use a defined purpose, approved contacts, and a tested conversation.
- Route the next step. Transfer, capture a callback, or use connected booking.
- Leave the team with context. Review the transcript, captured details, and outcome.
You set the boundaries. Configure what the agent can handle, when to involve a person, and how the handoff works. Your team owns important decisions and commitments.
A customer calls your number
YOUR CONFIGURED AI VOICE AGENT
Listen. Ask. Understand.
Use the job, questions, and boundaries you set.
Hand the conversation to your team.
Transfer to the configured person when available, or capture a callback with the context attached.
Conversation + outcome + next step → the customer record
LEAD MANAGEMENT, WITHOUT THE CHASING
Open your day.
See what needs you.
The value isn’t just making more calls. It’s knowing which conversation to continue, what was said, and who owns the next step.
Open the whole story.
See contact details, previous touches, notes, and the conversation’s outcome together.
“They asked for an afternoon call.”
Make the next move.
Call, reply, update the stage, or set the next touch with a clear owner.
“Jordan will follow up at 2:00.”
FOR REAL ESTATE TEAMS
From seller conversation
to buyer conversation.
The same idea carries through acquisitions and dispositions: keep the person, the property, and the next action connected.
Work the seller lead.
Bring in leads→Call & text→Understand the situation→Set the next step
Keep property details, seller context, replies, and follow-up with the lead.
Explore acquisitionsWork the deal’s buyers.
Add the property→Match buyers→Start conversations→Track interest & offers
Share the deal package, review buyer replies, coordinate showings, and record offers.
Explore dispositionsGETTING STARTED
Start with one workflow.
Make it yours.
You don’t have to learn every feature at once. Set up the process you want to improve, then expand from there.
Pick the job
Missed calls, seller follow-up, a sales queue, or buyer outreach—choose one place to start.
Bring the essentials
Import your contacts, set roles, and connect calling, texting, and any supported systems.
Set the next steps
Define hours, messages, agent questions, callbacks, and human handoffs.
Try the full journey
Test a call, a text reply, and the handoff. Go live with the workflow you’ve checked.
Setup depends on your account, connected services, and enabled workflows. Messaging registration must be completed where required before campaign use.
A FEW THINGS YOU MIGHT BE WONDERING
Simple answers.
Do I have to use AI?
No. Your team can use the lead records, browser calling, texting, and follow-up directly. AI voice agents are optional; add them for the jobs you want them to handle.
Can a person pick up where the AI left off?
Yes. The purpose of the shared record is to keep the conversation, captured details, and outcome together. Configure the transfer or callback path during setup so the right person knows what needs attention.
Does every text get an automatic AI reply?
No. A scheduled follow-up sequence and an AI conversation are different workflows. Your team can handle text replies directly. Confirm any reply automation you want during setup rather than assuming it is switched on.
Can we keep our existing CRM or phone setup?
Bring it to the walkthrough. We’ll review supported connections, field mapping, number setup, and what should remain in each system. The exact integration depends on the systems and permissions involved.
What does setup involve?
Choose one workflow, bring your records, connect calling and texting, set team roles and hours, and test a call, a reply, and the handoff. Text campaigns depend on the required messaging registration and account setup.
How do I know what is included?
Walk through your real process in a demo. Ask for the enabled features and a clear quote covering software, phone numbers, calls, texts, AI usage, and any optional data or onboarding work.
NOW MAKE IT YOUR WORKFLOW
Bring one lead.
We’ll show you the rest.
See the calls, texts, AI agent, and next steps
working around the way your team actually works.
A clear conversation about your process, setup, and what’s included.