Manage leads, proposals, projects, clients, and finance in Heffl. Then put agents to work on follow-ups, admin, and repeat processes.
Trusted by 3,000+ teams running their business on Heffl
The software your business runs on
Manage CRM, proposals, contracts, projects, time, invoices, and the client experience without stitching together separate products.
CRM & sales
Every inquiry, next step, and deal value in one pipeline.
Projects
Sold work becomes tasks, deadlines, and tracked time.
Northstar / Website refresh
Northstar Studio · project workspace
Homepage direction
Hanan · Today
CRM workflow build
Hanan · Yesterday
Proposals & contracts
Polished proposals, e-signatures, clear audit trail.
Proposal · PRO-1184
Northstar / Brand refresh
Status
Alecks M.
Legally binding · audit trail
Invoices & finance
Invoices, cash flow, and overdue money at a glance.
Cash position
$28,640
$12,860
8 invoices · 2 due this week
$3,420
Next payment · 18 Jun
Invoice #INV-2041
Northstar Studio
QuickBooks sync
12 records updated
Client portal
Clients approve, pay, and track progress themselves.
Here's what's happening with your account.
1 overdue invoice
Payment required urgently
Pay 2 invoices
$1,470.00 pending
Respond to 2 quotes
Awaiting your response
2 active jobs in progress
Track your ongoing work
Pending Invoices
#INV-0002014
$1,260.00Due 20/06/2026
#INV-2026-1010
$210.00Due 08/04/2026 · Overdue
Pending Quotes
#QT-1026
$420.00Issued 22/05/2026
#QT-1016
$1,200.00Issued 01/03/2026
Active Jobs
OF-134
Hoffice globalKozhikode
AMC-51
KozhikodeIn progress
Routines, built in
Start with an inbox, sales, or operations routine. Choose what runs automatically and what waits for review.
Sort new inquiries, draft replies in your voice, and surface the conversations that need you.
Capture leads, draft quotes, follow up on time, and turn signed work into a ready project.
Plan projects, track time, prepare documents, and surface the work that needs attention.
Real teams use Heffl to keep client work moving without the usual patchwork of tools and follow-ups.
“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
“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
“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
“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
“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
“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
Hadi Abdul Azeez
Co-Founder & CEO, Heffl
Agencies and service teams should not have to stitch together separate tools for CRM, delivery, finance, and client work.
The useful part of AI is not another chat window. It is the follow-up drafted, the inbox triaged, and the next step ready when your team needs it.
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.
Stripe, QuickBooks, Gmail, WhatsApp, calendars, and more connect to the same customer and project context. Heffl's agents can work with them too.
Connect your QuickBooks account to sync invoices and payments.
Finance
Connect accounting records and financial workflows.
Finance
Connect WhatsApp Cloud API to send automation messages.
Messaging
Sync Calendly bookings to Heffl contacts.
CalendarCRM, proposals, projects, finance, inbox, client portal, and agents are included in one connected workspace.
Pro plan
Billed annually. Switch to monthly anytime.
14-day free trial. No card required.
Before you switch
Heffl's AI agents do more than answer questions. They work inside your CRM, inbox, projects, proposals, and finance, so they can understand the context, take real actions, and keep work moving within the approval rules you set.
Start with the software your business needs. Add agents wherever they save you time.
Pick the tools you pay for today. Then compare the total with one connected Heffl workspace.
How many people?
