Finally, a CRM that
doesn’t need babysitting.

Heffl is an AI-first CRM that works from the inbox you already use. It keeps conversations and deals together, briefs you before meetings, and has the next follow-up drafted for you to approve.

14-day free trial. No credit card required.

Heffl Actions home, with a greeting, ask box, actions, notes, Weekly lookalike customers, AI inbox manager, quotation follow-up, and calendar. New leads are added, a call brief is delegated, and a drafted reply is approved. A ChatGPT and Claude window floats on top, asking Heffl which deals have gone quiet, which new leads are in the inbox, what the pipeline is worth, and to add a reminder task. Illustrative product demo.

Trusted by 3,000+ teams running their business on Heffl

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Why most small-team CRMs go stale.

Hadi Abdul Azeez

Hadi Abdul Azeez
Co-Founder & CEO, Heffl

A CRM shouldn't be a place you type into.

The selling already happens in your inbox and your meetings. A CRM that waits for someone to update it is out of date within a week. So Heffl keeps the record next to the conversation, where the work already is.

AI should prepare the work. You should approve it.

The useful part of AI isn't another chat window. It's the reply already drafted, the follow-up ready, and the brief waiting before the call. Nothing goes to a customer until you say so.

Your CRM should answer wherever you ask.

Your questions come up in Heffl, in ChatGPT, or in Claude. The answer about your pipeline should be one question away in all three, not five clicks deep in one.

Your options, honestly

Three ways small teams run sales today.

Each one is right for someone. Here's what each is good at, and where it starts to hurt once deals pile up.

Inbox + a spreadsheet

Good at

Free, familiar, and nothing new to learn.

Where it breaks

Nothing happens unless you do it. Follow-ups live in your head, and the sheet is out of date by Friday.

A classic pipeline CRM

Good at

A clear board of deals and stages your team can share.

Where it breaks

It only knows what someone types in. The conversation stays in your inbox, so the pipeline drifts from what's really happening.

An all-in-one sales suite

Good at

A tool for every department, if you have the people to run it.

Where it breaks

Weeks of setup, features a team of five never touches, and a price that jumps as soon as you need the useful parts.

What a CRM for a small team should do now

  • Stays current without anyone doing data entry
  • Works where the selling happens: your inbox and your meetings
  • Has the next follow-up ready before you'd remember it
  • Never sends anything to a customer without your OK

Comparing specific tools? Heffl vs Pipedrive · Heffl vs HubSpot

AI CRM + smart inbox

Stop copying emails into your CRM.

In most CRMs, the deal lives in one tab and the conversation in another. Heffl keeps them together: AI sorts incoming mail, drafts replies for you to review, and shows the contact and deal beside every thread.

AI CRM

Know who to call next.

Pipelines built around how you sell, with every lead, email, and next step on one record. Ask which deals went quiet, in Heffl, ChatGPT, or Claude, and get the list.

New Lead3
DEAL-3NA
FFenderArtist Series Microsite
▣$24,000.00+
a week ago
DEAL-2NA
SupSupremeDrop Campaign Microsite
▣$32,000.00+
Send capabilities deck for drop...
2 months ago

Smart inbox

A head start on every reply.

AI sorts incoming mail and drafts replies for your review. See the customer and linked deal beside the conversation, so you can pick up where you left off.

Routines, built in

No deal should die of silence.

Plenty of deals aren't lost to a competitor. They're lost to a busy week. Routines find the next prospect, draft the reply, and prepare the nudge. You review it and send.

01
Weekly lookalike customers

Meet your next good-fit customers.

Tell Heffl what a good customer looks like. Each week, this routine finds similar businesses that fit what you sell and adds them as leads in your CRM.

Fresh prospects in your CRM. Ready for you to reach out.

02
AI inbox manager

Get to the email that needs you.

Let AI sort incoming email, label messages, and prepare draft replies. Spend your attention on the conversations that need a decision, with a reply ready to review.

Less sorting. Fewer replies to write from scratch.

03
Quotation follow-up

Sent the quote? Keep the conversation going.

A quiet prospect is easy to forget when the day gets busy. This routine finds quotes still waiting on a response and prepares a follow-up for you to review and send.

The next nudge is ready before you have to remember it.

There goes the rest of the busywork.

Start the day with a clear brief
Walk into meetings prepared
Review your week in sales
Draft overdue invoice reminders
Automate your own routine

No extra tools

From first email to paid invoice, in one place.

The deal doesn't end at “won”. Quote it, follow it up, and invoice it without adding a quoting app and a billing tool to the stack.

  1. 01

    Win the deal

    Pipeline, contacts, and every email in one record.

    Learn more
  2. 02

    Send the quote

    Quote from a template in a few minutes. Heffl tracks who hasn't replied.

    Learn more
  3. 03

    Get paid

    Turn the accepted quote into an invoice and see what's still owed.

    Learn more

Start small

Useful on day one. More useful every week.

You don't have to bet the business on AI to start. Each step pays off on its own, and you choose when to take the next one.

  1. Today01

    Connect your inbox

    Your conversations and contacts sit next to your deals. Use Heffl as a straightforward CRM from day one.

  2. This week02

    Review AI drafts

    Turn on the inbox manager. Replies and quote follow-ups show up as drafts. You edit, approve, and send.

  3. When you're ready03

    Hand over the routines

    Add lookalike prospecting, meeting briefs, and your own routines. Ask about your pipeline from ChatGPT or Claude.

Small businesses. In their own words.

From keeping up with leads to getting the whole team on the same page, here's how business owners use Heffl.

Prateek RatheeHomezop
“As a real estate developer, Heffl let us build a CRM pipeline that matches exactly how we sell, not how a generic template assumed we would. My team actually uses it daily to manage leads and site visits. That’s the real test of a CRM.”

Prateek Rathee, Founder, Homezop

Mike ValleyLionstar
“One of the things we like most about Heffl is how quickly the platform is evolving. The team is incredibly aligned with where AI is going, and whenever new tools, models, MCP integrations, or capabilities emerge, they’re already thinking about how to bring them into the platform in a way that actually helps us run the business better. That matters to us because we don’t want to build our company around software that feels outdated six months from now. We want a platform that is evolving alongside the technology. Heffl gives us that, while also giving us one place to manage our customers, pipeline, projects, tasks, follow-ups, and the day-to-day operation of the business.”

Mike Valley, Lionstar

Sabrine MolWrappie
“There are so many software solutions out there, but Heffl really stands out to me. Not only because the software is incredibly comprehensive, but also because the team consistently goes above and beyond to help with absolutely everything. Their support is truly top-notch.”

Sabrine Mol, Wrappie

Konstantinos LillisWebsitegreece.com, Apou.gr
“We migrated thousands of deals from Bitrix24 to Heffl, and thanks to the Heffl team the entire process went smoothly. The platform is simple and intuitive to use, while offering the depth and functionality we need from a CRM at a very competitive price. What really sets Heffl apart, though, is the team behind it. They respond quickly, listen carefully, understand what you are trying to achieve, and genuinely work with you to find the right solution.”

Konstantinos Lillis, Founder, Websitegreece.com, Apou.gr

Rebekah Waller

WallersandCo

“Fired Clickup and my CRM - Welcome Heffl! Our operations were suffering because our Task Management SaaS was siloed from our CRM activity. I've tried Monday, Asana, and now have been on Clickup for some time now. When I discovered Heffl... I was so impressed by the simple but powerful UI. Now that I've been moving my activity of not only task mgmt, but client and partner managment, CRM pipeline activities, I'm realizing I'll also be moving over my invoicing process and more! SO WORTH IT. If you're on the fence, just do it. Especially if you're seeing this on App Sumo and it's still available. I purchased the highest level possible (enterprise). The founder, Hadi, has also been extrordinary to talk to, and is open to feature requests, which makes all the difference to me - as I am constantly finding the limitations of software. I'll end with this, it's worth it.”

Rebekah Waller, WallersandCo

Customer review excerpt

MichelleTeam Empowered Outcomes
“I’m early into using Heffl, but even in these first few weeks, it’s been really intuitive, easy to navigate, and thank goodness, simple to set up. As someone who’s not really technical, that’s really important.”

Michelle, Physician and founder, Team Empowered Outcomes

Samir PhuyalKarobar
“We use Heffl at Karobar to efficiently manage and organize the leads we generate through our app. It helps us categorize leads across different stages, build a structured sales pipeline, and get a clear view of our conversion journey.”

Samir Phuyal, Owner, Karobar

DilshadMydbucket Creative Agency
“Mydbucket Creative Agency adopted Heffl CRM to manage all client work in one place. With a unified system, they streamlined operations, improved collaboration, and built a reliable workflow.”

Dilshad, Founder, Mydbucket Creative Agency

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

Anfal, Founder, Adzum Global

Muhammed MuneebAl Banan - Pest Control Company
“Heffl’s has made it much easier to stay on top of daily work. It automatically labels incoming emails, drafts replies, and gives me a useful morning briefing with the important updates and follow-ups I need to focus on.”

Muhammed Muneeb, Marketing Manager of Albanan

Your email, calendar, and CRM should be on speaking terms.

Connect your email, calendar, and the AI assistant you already use. Bookings, payments, and accounting stay connected to the same customer record as the relationship grows.

Gmail, Slack, Stripe, QuickBooks, WhatsApp, and your calendar connect through Heffl, turning updates into prioritized actions such as proposal follow-ups, invoice reminders, and meeting briefs.

Connected tools. Shared context. Work moving.
Browse all integrations
QuickBooks logo

QuickBooks

Connect your QuickBooks account to sync invoices and payments.

Finance
Wafeq logo

Wafeq

Connect accounting records and financial workflows.

Finance
WhatsApp Cloud API logo

WhatsApp Cloud API

Connect WhatsApp Cloud API to send automation messages.

Messaging
Calendly logo

Calendly

Sync Calendly bookings to Heffl contacts.

Calendar

Give your next customer more of your time.

Start with your CRM, smart inbox, and the AI assistant you already talk to. Quotes, invoices, projects, and a client portal are there for the work that comes next.

One workspace

New leads. Replies ready. Follow-ups remembered.

AI CRMSmart inboxChatGPT & ClaudeRoutinesQuotes

Heffl plan

$12/user/month

Billed annually. Switch to monthly anytime.

Start free

14-day free trial. No card required.

Before you switch

A few things you might be wondering.

Heffl is an AI CRM and smart inbox for small businesses. Keep your contacts, deals, and customer conversations together, ask about them from ChatGPT or Claude, and let AI routines find promising leads, sort email, draft replies, and prepare follow-ups. You handle the relationships; Heffl helps with the work around them.

Heffl agents working together

Your next customer deserves more than a spot on your to-do list.

Connect your inbox and turn on the inbox manager. Your next reply is waiting as a draft, ready for you to approve.

14-day free trial. No credit card required.

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