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.

Heffl is an easy-to-use, AI-first CRM with a smart inbox. It briefs you before meetings, drafts your replies, and keeps every follow-up on track.
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










AI CRM + smart inbox
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
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.
Smart inbox
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.
Proposal feedback
[email protected] · 2 messages
Hi Alex,
The proposal looks good. Could you confirm whether the kickoff date can move to next Tuesday?
Thanks, Jordan
Routines, built in
Finding prospects. Sorting email. Remembering to follow up. Give those repeat jobs to a routine, so a busy week doesn't put new business on hold.
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.
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.
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.
From keeping up with leads to getting the whole team on the same page, here's how business owners use Heffl.

Hadi Abdul Azeez
Co-Founder & CEO, Heffl
Teams should not have to stitch together separate tools for CRM, delivery, finance, and client work.
Your customers write to your inbox. Your questions come up in ChatGPT or Claude. Heffl brings your CRM to both, so the answer is one question away instead of five clicks deep.
Your process is an advantage, not a problem to force into a generic template. Heffl gives your team the structure to grow while leaving room for the way you actually sell, deliver, and serve clients.
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.
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.
Heffl plan
Billed annually. Switch to monthly anytime.
14-day free trial. No card required.
Before you switch
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.

Give them a reply. Give that deal a follow-up. Let Heffl help with the admin that gets in the way.
14-day free trial. No credit card required.