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CRM, Field Service & Project Management made simple. Automate quotes, manage teams, track projects, and get paid—all in one place.
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Success Powered by Heffl

Real Stories. Real Results.

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"Field Service module just saved us more than 50% of our time and money. No more whatsapp groups for job schedules."

Muhammed Muneeb

Al Banan - Pest Control CompanyMuhammed Muneeb
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trustpilot

"The most flexible, customisable and affordable CRM. Great customer service !"

Shihab Makaniyil

ShopdocShihab Makaniyil
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trustpilot

"We create quotations and invoices in minutes with Heffl. Workers now have a clear understanding of their tasks and deadlines."

Danish

Softex It Solutions - Technical ServicesDanish
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trustpilot

"We used to rely on Excel and kept missing jobs and invoices. With Heffl, everything's organized, tracked, and headache-free."

Shakeel Ahammed

Ecolife cleaning services
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trustpilot

"Efficient Project Management with Game-Changing Insights. Heffl has significantly improved our ability to manage projects and tasks efficiently. "

Anfal Puthalath

Adzum GlobalAnfal Puthalath
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trustpilot

"Heffl is an amazing platform with exceptional service! It's designed to be extremely user-friendly, making tasks effortless and efficient."

Pluspoint Digital

Pluspoint Digital
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trustpilot

"With Heffl, we now do everything in one place, from managing leads and deals to sending quotes and invoices. It's made a huge difference in keeping us organized and saving time. "

Holidays tours and Travels

Holidays tours and Travels
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trustpilot

"Best field service software we've used in the UAE!"

Newstar Pest Control

Newstar Pest Control
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trustpilot

"I don't have to call anyone to get the status of a work. Expenses, revenues, and profits are all in one place."

Shukoor Athavanad

Muadala - Typing Center
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trustpilot

"Field Service module just saved us more than 50% of our time and money. No more whatsapp groups for job schedules."

Muhammed Muneeb

Al Banan - Pest Control CompanyMuhammed Muneeb
starstarstarstarstar
trustpilot

"The most flexible, customisable and affordable CRM. Great customer service !"

Shihab Makaniyil

ShopdocShihab Makaniyil
starstarstarstarstar
trustpilot

"We create quotations and invoices in minutes with Heffl. Workers now have a clear understanding of their tasks and deadlines."

Danish

Softex It Solutions - Technical ServicesDanish
starstarstarstarstar
trustpilot

"We used to rely on Excel and kept missing jobs and invoices. With Heffl, everything's organized, tracked, and headache-free."

Shakeel Ahammed

Ecolife cleaning services
starstarstarstarstar
trustpilot

"Efficient Project Management with Game-Changing Insights. Heffl has significantly improved our ability to manage projects and tasks efficiently. "

Anfal Puthalath

Adzum GlobalAnfal Puthalath
starstarstarstarstar
trustpilot

"Heffl is an amazing platform with exceptional service! It's designed to be extremely user-friendly, making tasks effortless and efficient."

Pluspoint Digital

Pluspoint Digital
starstarstarstarstar
trustpilot

"With Heffl, we now do everything in one place, from managing leads and deals to sending quotes and invoices. It's made a huge difference in keeping us organized and saving time. "

Holidays tours and Travels

Holidays tours and Travels
starstarstarstarstar
trustpilot

"Best field service software we've used in the UAE!"

Newstar Pest Control

Newstar Pest Control
starstarstarstarstar
trustpilot

"I don't have to call anyone to get the status of a work. Expenses, revenues, and profits are all in one place."

Shukoor Athavanad

Muadala - Typing Center

CRM

Manage leads, track deals, and nurture customer relationships with powerful automation that turns prospects into loyal customers.

Explore CRM
CRM Mobile

Projects

Heffl automates project management to enhance operational efficiency, helping your team achieve more with less effort.

Explore Projects
CRM Desktop

Field Service

Schedule appointments, send reminders, and manage your team's workload with our field service tool.

Explore Field Service
CRM Desktop

Sales

It simplifies the sales process while increasing the rate of closing by automating and optimizing several steps.

Explore Sales
CRM Desktop

WhatsApp Inbox

Manage all your WhatsApp business conversations in one centralized dashboard with team collaboration and automated responses.

Explore WhatsApp Inbox
CRM Desktop

One Platform, Infinite Solutions

Whether you're just starting out or scaling up, Heffl adapts to your business needs

Small Business

Perfect for local businesses looking to digitize operations and grow efficiently

Startups

Scale fast with tools that grow with you from idea to enterprise

Agencies

Manage multiple clients, projects, and teams from one centralized platform

Freelancers

Professional tools to manage clients, projects, and finances like a pro

AI-Powered

AI Agent — Your Smart Business Assistant

Just speak your updates, and Heffl's AI automatically logs activities, creates tasks, updates records, and suggests next actions across your entire business.

Example Voice Command:

"Called John about the web development project. He's interested in the premium package. Schedule follow-up for next Tuesday and send him the detailed proposal."

→ AI automatically logs the call, updates deal status, creates follow-up task, and suggests next actions.

Try AI Assistant

Listen to our customers

Anas from Stewart's Academy
Education

Anas scaled business from 0 to $50,000 monthly revenue

Stewart's Academy transformed from managing leads on spreadsheets to handling 200+ leads daily. They improved their closing rate by 20x using Heffl's automated CRM workflows.

$50K

Monthly Revenue

200+

Leads/Day

20x

Better Closing

Anas

CEO, Stewart's Academy

Anfal from Adzum Global
Accounting

Anfal manages 15+ remote staff seamlessly

Adzum Global uses Heffl as their central nervous system for managing remote teams, tracking client work, and ensuring zero missed deadlines across all projects.

15+

Remote Staff

100%

Remote Work

0

Missed Deadlines

Anfal

Founder, Adzum Global

Muneeb from Albanan Pest Control
Field Service

Muneeb saved 200+ hours monthly with automation

Albanan Pest Control transformed from Excel chaos to a fully systematic operation. Smart scheduling and document automation revolutionized their service delivery.

200+

Hours Saved

100%

Digital

5★

Rating

Muneeb

Founder, Albanan Pest Control

Integrations

Integrate Heffl with your favorite tools and manage everything in one place without juggling platforms.

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Outlook
Telr
Facebook
Forms
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Zoho Books
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Business Insights

Stay Ahead with Expert Business Tips

Discover actionable insights, industry trends, and expert strategies to grow your business.

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CRMAugust 18, 2025

What Makes a Great Salesperson (From a Founder Who Had to Learn It)

When we think of a salesman, we often picture someone loud and talkative who can convince you to buy something in the first meeting. But is that really what makes a good salesperson?

I'm someone who came from a tech background and transitioned into sales and marketing because I had to sell our own startup subscription. Here's what I learned about what makes a truly effective salesperson:

1. Domain Knowledge is Everything

If you’re selling a soap and you know where it was manufactured, why it’s better than others, and all the side effects, and you can confidently answer every question your customer throws at you, then your chance of closing that sale is over 80%.

Out of all the qualities, domain knowledge is the most important. You can be charming and persuasive, but if your knowledge is weak, someone else with more expertise can easily win the deal.

2. You Log Everything

Top salespeople document everything. They log calls, meetings, and messages in a system (ideally a CRM) so they don’t miss any follow-ups or lose context.

Most sales don’t happen in the first meeting. You need more actions, timely follow-ups, and consistency. Customers may ghost you, not because they’re not interested, but because they’re busy. It’s your job to follow up.

One lead told me this after texting me two months after our initial contact: "I was busy, but you should’ve followed up." I assumed she wasn't interested. That was my mistake.

Using a CRM and being systematic about follow-ups can help you close 10x more deals than others.

3. Be a Good Listener

I used to jump straight into product demos. Big mistake.

I realized this when one day, I let the customer talk first. I asked a few questions, understood their needs, and only showed the parts of the product that were relevant to them. Half the features didn’t matter to that client, and I didn’t waste their time.

Listening gives you clarity and helps your customers feel heard. It completely changes the direction of the call.

4. Be Charming and Charismatic

First impressions matter. Whether we like it or not, people judge within seconds.

So yes, dress well, speak well, and be genuinely interested in the conversation. Being prepared and confident will always give you an edge.

The truth is: you can absolutely learn to be a great salesperson. Do it consistently and you'll get better.

I'm not the same person I was when I started, and I’ve closed many deals for Heffl because of these learnings.

To become a better salesperson, you also need a CRM that works for you.

Heffl CRM helps you:

  • Auto-create tasks for stale leads
  • Log meetings, calls, and notes using AI
  • Use an AI Agent that supports your entire sales flow

Click here to try Heffl CRM for free and close more deals like a pro.

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Founder’s JournalAugust 6, 2025

Why I Wanted Our Product to Fail (And Why It Didn’t)

Last year, I posted something wild on LinkedIn:

“I want our current product to FAIL.”

It wasn’t clickbait. I meant every word.

And one year later, I’m still here.
Still building. Still running.
We didn’t fail.
But not because we didn’t deserve to.

We went through pain. Real pain.
Ugly. Silent. Daily.

→ No leads
→ No support
→ No money
→ Just grit

Most people quit when it starts to hurt.
They think that’s the end.
But that’s exactly when the real game starts.

I’ve hit rock bottom more than once.

And every time I wanted to give up, I remembered something:

Our past projects didn’t die because they failed.
They died because we were afraid to feel the pain.

We escaped when things got hard.
We stopped when it got boring.
We gave up when we felt small.

This time, I made a choice.
To stay in it.
To feel every hit.
To embrace the pain.

Now, I welcome it.

Because pain is proof I’m still in the game.

This journey is a marathon.

And I just crossed the part where your legs burn, your mind breaks, but momentum kicks in.

Still running.
Still building.

I’m writing this because I recently read something in Same As Ever that hit me hard:

“It’s supposed to be hard. Endure the pain.”

That one line explained everything I’ve been through.
Pain isn’t the problem.
Avoiding it is.
So I’m here.
Enduring.

Exactly where I’m supposed to be.

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Field ServiceJuly 26, 2025

How We Onboard Field Service Companies to Heffl CRM - Step-by-Step

At Heffl, we believe that getting started with a CRM shouldn’t feel like another full-time job.

That’s why we built a simplified onboarding process specifically for field service businesses. Whether you’re moving from Excel sheets, WhatsApp groups, or another software, we make the transition smooth, fast, and hassle-free.

💡 If you’re new here, check out everything Heffl Field Service can do for your business:
👉 https://heffl.com/field-service

Step 1: We Understand Your Business

We start with a short call to understand your operations. Every business is different, from team structure to how you schedule jobs or send invoices. This step is all about aligning Heffl with your workflow, not the other way around.

We’ll collect:

  • Your current system details (if any)
  • Your team list & access levels
  • Sample documents like invoice, quote, PO, etc.
  • Existing data in Excel

Step 2: We Migrate Your Data

If you’re using spreadsheets or another platform, we help bring your data into Heffl. This includes:

  • Clients, leads, contacts
  • Invoices (PDF/Excel based)
  • Job history (AMC or one-off)
  • Templates for quote, invoice, PO, AMC contract, reports

🚨 Note: Word or locked system data can’t be migrated, but we’ll help you recreate them easily in Heffl.

Step 3: Email & Integration Setup

You can connect your Gmail, Outlook, or Zoho Mail directly inside Heffl. All communication with leads and clients happens in one place. We also offer integration support with platforms like Zoho Books and WhatsApp.

See all integrations

Step 4: Team Training

We train your full team on how to:

  • Add and manage leads, clients, and jobs
  • Send quotes, invoices, and contracts
  • Track payments and use reports
  • Use schedule/calendar and activity logs

Step 5: Go Live with Confidence

Once everything’s set up, you’re ready to roll. We don’t disappear after onboarding, we stay available to support you through your first weeks on Heffl.

What We Need From You:

  • Excel list of clients, leads, field workers
  • Word/PDF versions of invoice, quote, PO, etc.
  • Sample invoices and job data (for migration)
  • Your email provider details (for integration)

Why Our Clients Love This Process

Field service companies across the UAE have told us one thing:

“Heffl onboarding was so easy, we wished we switched earlier.”

We’ve helped teams move from spreadsheets, DMs, and chaos to organized, efficient operations inside Heffl CRM.

Ready to Get Started?

👉 Contact our team or sign up now to start your Heffl onboarding today.

Here are some photos of me setting up Heffl inside real field service companies across the UAE :)

From training teams to configuring their workflows, this is where the magic happens!

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