Discover the Future of Business with HSI Agency Apps

Welcome to the future of business management. Explore our suite of apps designed with a professional aesthetic to streamline your operations and empower your growth. HSI Agency is committed to providing businesses and owners in Auckland, New Zealand, with cutting-edge automation solutions.

View our live portal demo 

 

HSI Portal Features

📊 Lead Tracking

Capture every customer inquiry and never lose a sales opportunity.

💳 Payment Monitoring

Track payments and revenue in real time — no messy spreadsheets.

📝 Customer Records

Store notes, order history, and client preferences in one secure place.

📈 Growth Dashboard

Visualize your revenue trends and see exactly how your business is performing.

🔄 Automation Tools

Save time by automating repetitive tasks and focusing on growth.

🛠 Ongoing Support

Our team ensures your system runs smoothly, with updates and help when needed

Want to see exactly how the HSI Portal works?

Take a look here: View our live portal demo 

The HSI Client Portal & CRM is a modern, mobile-optimized platform designed to give digital agencies and their clients a professional, enterprise-level experience. Built with a sleek, SaaS-style UI, it combines client management, revenue tracking, and service delivery into one unified hub.

Key Features:

  • Secure Login: Business accounts with role-based access (Admin vs Client).

  • Dashboard Overview: At-a-glance metrics for leads, payments, and revenue (Setup, MRR, ARR).

  • Lead Management: Import, export, search, filter, and update customer leads with custom fields per business niche.

  • Notes & Collaboration: Add conversation notes to track context and next steps.

  • Status Tracking: Keep leads organized by Pitched, Active, or Inactive.

  • Services Catalog: Define, price, and manage one-time or subscription services (monthly, quarterly, yearly).

  • Payment Methods: Store and manage client payment options (Card, Bank, Crypto).

  • Revenue Tracking: Automated totals with setup fees, recurring fees, and collected payments.

  • CSV Tools: Import bulk leads or export contact data in one click.

  • Custom Branding: Includes HSI logo and dark mode option for a premium SaaS feel.

  • Multi-Business Flexibility: Works seamlessly for cafés, gyms, salons, real estate, retail, and more.

  • Permissions: Admins see all businesses; clients only see their own portal.