How it works
No jargon — just what happens, in order, from the moment a seller makes a sale to the moment you have proof of it.
1. A seller submits the sale
Your seller finishes talking to a customer — on the phone, at the door, wherever — and enters the sale. This happens one of two ways:
- Automatically, from whatever CRM or dialler your team already runs on — Salesforce, HubSpot, Zoho, HighLevel, Vicidial, Five9, Connex One, or anything else that can make a web request. One API call, and the seller never leaves the tool they’re already working in.
- By hand, if a member of staff enters the sale details directly into Heimdell.
Either way, all that’s needed is the customer’s details, what they’re buying, the price, and — if relevant — their Direct Debit details. Heimdell is designed to sit invisibly behind your existing sales stack, not to become a second system your agents have to check.
2. The customer confirms it themselves
This is the important part: instead of trusting the seller’s notes, we ask the customer directly. They get one of two things:
- A web link, which shows them exactly what was agreed — the product, the price, the terms, their cancellation rights, and the Direct Debit Guarantee if relevant — in plain English, on their own phone or computer.
- A phone call, for customers who’d rather listen than read — or for clients who’d rather not send links at all. UK consumers are (rightly) wary of clicking links from telecom, energy, and insurance callers, so a real phone call avoids that red flag entirely. We call the customer, read out the terms, and they confirm by pressing a key. The call itself is recorded, so the evidence is the customer’s own voice agreeing — not just a click.
The customer can confirm everything is correct, or decline if something’s wrong. Either way, that response is recorded.
3. A certificate is created
The moment the customer confirms, Heimdell generates a certificate: a record of what they saw, what they agreed to, and exactly when. For phone verifications, the call itself is recorded too, held alongside the certificate as further evidence. The certificate is fingerprinted with a cryptographic hash, so if a single character of it were ever changed, that change would be detectable. It shows up straight away in your dashboard and, if you use webhooks, can notify your CRM automatically too.
Who sees what
Your team gets its own dashboard, and only sees what’s relevant to them.
Client company
Your management team sees everything for your company — all sales, all verifications, all certificates — but never another company’s data.
Sellers
Each seller sees only the sales they personally submitted, and the status of each one — nothing from the rest of the team.
Common questions
What happens if the customer never responds?
The verification link (or phone call) simply expires after a set time. Nothing is confirmed and no certificate is created — the sale sits as pending until your seller follows up or sends a new one.
What if the customer declines?
They can decline instead of confirming, and the reason is recorded. No certificate is created for a declined sale, so there's no risk of a false positive.
Can I use my own terms, cancellation policy, and wording?
Yes. Each client company sets its own terms and conditions, cooling-off wording, and Direct Debit Guarantee text once, and it's shown to every customer automatically.
Is a Heimdell certificate legally binding?
A certificate is a clear, tamper-evident record of what the customer was shown and confirmed, with a timestamp and cryptographic fingerprint. It's strong evidence for resolving a dispute — but as with any evidence, how it's weighed in a specific legal or regulatory situation is for your own legal advisers to confirm.
Does this replace my CRM?
No. Heimdell sits alongside your CRM. Sales still get created wherever your team already works — Heimdell just handles getting the customer's own confirmation and turning it into evidence.
Won't a verification link look suspicious to customers who are wary of phishing?
It's a fair concern — UK consumers are (rightly) trained to be suspicious of unexpected links from telecom, energy, and insurance callers. That's exactly why phone-call verification exists as a genuine alternative: no link, no click, just a real phone call reading out the terms and recording the customer's spoken agreement. Clients who'd rather avoid sending links entirely can use phone verification for every sale.
Can this plug into our dialler (Vicidial, Five9, Connex One) or CRM?
Yes — sale intake is a single API call, so anything that can make a web request can submit sales directly: Salesforce, HubSpot, Zoho, HighLevel, Vicidial, Five9, Connex One, or an in-house system. Agents keep working in their existing tool; there's no requirement to log into a separate Heimdell dashboard mid-call.