Know what needs you.Before your clients ask.
See today’s meetings, overdue tasks and decisions waiting on you in one morning briefing.
Agentic CRM for agenciesKeep clients moving.Put Hefy to work.
Spend your day on client work, not remembering who needs a nudge. Hefy uses your CRM and project data to prepare follow-ups and handle repeat admin.
Works from your real recordsReview before sending
Set the routine.Get on with your day.
Choose a ready-made routine or give Hefy your own instructions. Set when it runs, then check the results in Agent Home.
What is an agentic CRM?
An agentic CRM uses AI to act on your client data, not just store it. In Heffl, Hefy can answer questions, prepare record changes for approval and run recurring routines.
Assistant
Answers questions about your CRM, like what happened with a deal.
Copilot
Helps you spot deals and tasks that need attention. You choose the next step.
Agent
Prepares a task or deal update, then carries out the change you approve.
Routine
Runs recurring work, like your morning briefing or quotation follow-up check.
Automation
Follows rules you set, like creating a task when a new deal is added.
A busy week shouldn’t mean a forgotten client. Or a proposal left waiting. Or another evening catching up on admin.
Less chasing. More client work.Work from the details already in your CRM.Keep your team in control.
Stop letting client follow-ups slip.
Hefy finds the quotations waiting on a reply, drafts overdue-invoice reminders and flags quiet deals, so you know what to act on next.
Deals
+ Deal Search dealsSort · Created Filters AI
TitleNumberClientValueStage
Northstar website redesignDEAL-240NNorthstar Labs$18,400Proposal sent
Oak & Field retainerDEAL-239OOak & Field$9,600Qualified
Cedar launch campaignDEAL-238CCedar Studio$12,000Discovery
Stop piecing together the client story.
Keep the deal, quotation, project and tasks in one workspace. Ask Hefy about the record you’re working on, without explaining the client all over again.
See how your CRM connectsKnow when a proposal needs a nudge.
The quotation follow-up routine flags sent quotes still waiting on a response. Open a prefilled email and review it before sending.
Have invoice reminders ready to review.
The invoice-chasing template drafts a polite reminder with the amount owed and days overdue. You decide what goes out.
Catch quiet deals before you forget them.
Use the stale-deals template to find open opportunities with no activity for more than 14 days, with the highest-value deals first.
Get the weekly picture without digging.
The weekly-recap template brings together what you won, invoiced and left unfinished, with priorities for the week ahead.
Stop creating the same tasks by hand.
Set a CRM automation to create a task when a new deal is added. Choose the trigger and steps once.
Stay informed without checking every site.
Choose the competitors and topics Hefy should watch. Get updates on launches and pricing changes, with links to the sources.
Let Hefy do the prep.
You make the call.
Ask Hefy to create a task or update a deal. Check the proposed details in the approval card before saving anything.
Hefy
Deals · Example workspace
Create a follow-up task for the Northstar proposal tomorrow.
I found Northstar's open deal and prepared the linked task for your review.
Follow up on Northstar proposal
New task
Due tomorrowNorthstar website redesign
Dismiss Create
Custom AI agents
Give each agent a specific job, instructions and permissions. See what it did in its activity history.
Memory you manage
Tell Hefy how you like to work, so you don’t have to repeat yourself. Review or remove saved preferences at any time.
Your permissions apply
Hefy works within your account’s permissions. Each routine also depends on the services you connect and the setup you complete.
AI inbox manager
Keep client repliesout of the noise.
The AI inbox manager labels incoming mail, clears routine messages from your action list and prepares draft replies. You review the email before it’s sent.
1 of 24action needed
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
Before you put Hefy to work.
A few straight answers about Heffl’s AI agents, setup and what stays in your control.
Do I need to build a routine before I can use Hefy?
No. Ask Hefy a question or request a task or deal update from the record you’re working on. Routines are for jobs you want repeated; you don’t need one to use chat.
Do I need to connect email to use the AI inbox manager?
Yes. Connect your email account and choose the mailboxes it should manage. You can then set its labels and draft-reply preferences. You don’t need email connected for every routine.
What is the difference between a managed routine and a template?
Heffl maintains routines like morning briefing and quotation follow-up. Choose their settings and complete any required setup. Templates, like invoice chasing and weekly recap, give you instructions you can edit to fit your agency.
Can Hefy send email without approval?
No. Every email needs your approval before it’s sent. The AI inbox manager can sort email and save draft replies, but it won’t send them or change CRM records on its own.
Can I use Heffl with an external AI assistant?
Yes. Heffl’s Model Context Protocol (MCP) interface lets compatible AI clients work with your workspace. This is separate from built-in Hefy; see the documentation for setup and supported actions.
Give tomorrow’s busywork to Hefy.
Start with a morning briefing or quotation follow-up. Set up one routine and see what it takes off your daily list.
Start free
14-day free trial. No card required.
From $12/user/month billed annually, or $14 monthly.
