Heffl CRM
Run Your Whole Business on One Connected Platform
Say goodbye to scattered tools and busywork—Heffl puts your entire business on one powerful cloud platform. Made for agencies, freelancers, consultants, and fast-moving small teams, Heffl streamlines every workflow: from managing leads and deals to running projects, automating reminders, handling invoices, and even letting clients collaborate in a seamless hub. No more switching between apps or chasing updates—Heffl brings your sales, finance, and operations under one digital roof.
Spend more time getting work done and less time updating spreadsheets. Automate repetitive tasks, convert deals into projects with one click, handle proposals, quotes, bills, and eSignatures, and use customizable templates that adapt to how your business works. With unlimited contacts, advanced permissions, recurring invoicing, and deep integration (including Google Calendar and open API/webhooks), Heffl is as simple as it is scalable. Built to feel lightweight and fast—with no learning curve—it’s the “all-in-one” platform teams actually use every day.
From a sleek dashboard to real-time AI voice logs and client portals, Heffl eliminates friction so you can focus on growth, not admin headaches. With remarkable ratings for its clean interface and responsive support, plus a 60-day money-back guarantee, Heffl is the smart way to run your modern business.
Experience the relief of everything connecting automatically—Heffl isn’t just another tool, it’s your business, reimagined.
Manage your customer relationships, projects, and finances all in one place
Close more deals with a simple Heffl CRM
- Capture and convert leads into deals with custom pipelines, task management, and more
- Manage all your deals with multiple pipelines for different services or regions
- Maintain momentum with tasks, reminders, and notes throughout the sales journey
- Find people, deals, and documents fast with global search and quick filters
Deliver projects on time
- Turn won deals into brand new projects with a single click
- Plan work with lists or kanban boards and then add assignees, due dates, priorities, files, checklists, and more
- Monitor progress by status and see what’s blocked at a glance
- Stay organized with comments, milestones, and internal deadlines
Keep track of everything in one place
- Get access to comprehensive bookkeeping features like estimates and invoices
- Send branded proposals and invoices to your customers
- Track proposal status from drafted to paid with a clean audit trail of edits and approvals
- Generate other documents like contracts, work reports, SOWs, or receipts with dynamic templates
Offload monotonous, repetitive tasks
- Give daily busywork to Heffl to free up time and energy for your team elsewhere
- Set user roles and permissions so the right people are always seeing the right data
- Design custom fields to match your process and report on what matters most
