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Founder’s Journal

Most businesses today use WhatsApp to chat with clients. A CRM that handles those chats well can make a big difference. Two options you might come across are Heffl and Folk. Let’s break down how they compare, so you can decide which works better for your business flow.

 that centralizes chats for teams, it’s just data sync.

, assignment to team members, and one-click quoting inside chats.

A simple, contact-first CRM focused on relationship tracking.

Syncs with WhatsApp, but staging follow-ups and pipelines still require manual steps.

Combines CRM, quoting, service jobs, and invoicing workflows seamlessly.

Offers WhatsApp as a central communication layer connected to 

Syncs chats and contacts but doesn’t handle conversations as assignable tasks.

Good for individual users, limited shared workflow features.

Designed for teams, assign chats, follow up reminders, and collaborate from one place.

Smart reminders and AI help with follow-ups.

: Basic free tier available; WhatsApp integration via extensions; pricing not centered around service workflows.

: Affordable for growing businesses, built with real functionality like WhatsApp Inbox and quoting in mind. Includes support and ready workflows.

You just need contact syncing for solo or small-team outreach.

WhatsApp is your main communication channel with clients.

You want one CRM that handles chats, quotes, jobs, and payments in one place.

Heffl vs Folk: Which WhatsApp-First CRM Works Better for Your Business?

“What’s the difference between a lead and a deal?” 

you’re not alone. It’s one of the most common questions new CRM users have.

In this post, we’ll break it down simply (no jargon), show how we handle it in Heffl, and give a real-world example that might match your business.

A lead is a person or company that has shown interest in your business, but you don’t know if they’re serious yet.

•	Someone filled a form on your website
•	A person called to ask about pricing
•	You got a WhatsApp message saying “Can you share details?”

These people might become customers. But first, you need to qualify them, are they serious? Do they have a budget? Are they your target customer?

 Qualify them → then convert them into a deal.

A deal (or opportunity) is what you create once a lead is qualified.

They’ve shown clear intent. Now, you’re trying to close the sale.

•	They asked for a quotation
•	You’ve scheduled a demo
•	They’re comparing you to other vendors
•	You’ve sent a proposal and are negotiating

 Move the deal through your pipeline → and win the sale.

Let’s say you run a pest control service in Dubai.

•	A visitor submits a “Get a quote” form, this becomes a lead.
•	You call and find out they need a monthly service, great, they’re qualified.
•	You create a deal, add quotation details, and assign it to your sales agent.

•	Track stages (Quote Sent → Follow-up → Closed)
•	Log calls, emails, or meetings
•	Convert to a job after it’s won

Heffl handles all of this, from lead to deal to job — in one place.

A lot of small businesses manage everything in WhatsApp or Excel. But when you separate leads from deals, you get clarity.

•	Focus your energy on deals that are ready to buy
•	Know which stage each customer is in
•	Avoid letting good leads go cold

You can create your custom pipelines, set up automation, and qualify leads easily inside Heffl CRM.

🎯 Start managing leads in Heffl CRM →

Leads vs Deals: What’s the Difference in a CRM?

We didn’t need onboarding when no one visited our website.

For the first 30+ users, I did direct sales. Every single one.

One by one.
Call after call.
Manual demos. Manual follow-ups. Manual everything.

Then I started posting on LinkedIn.
Website traffic picked up.
We added a basic signup form.
People started registering.

But something changed.
Manual follow-up wasn’t enough anymore.
People needed guidance. Automation. A system.

→ A proper onboarding flow
→ Stripe integration for subscription management
→ Email flows to bring users back

Some might say this should’ve been built from day one.
But back then, we had no traffic. No one to onboard.

We were still in survival mode.
Now we’re in the scaling stage.

And my full focus is on two things:
Distribution and signups.

I’ll share everything we do as we go, from 30 users to 300.
Step by step. In public. No filters.


We Didn’t Build Onboarding Until We Had Traffic

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.

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.

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

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

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.

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

When you run a small business, no two workflows are the same.

One-size-fits-all CRMs often force you into their structure. You end up hacking together workarounds, managing messy spreadsheets, or just giving up on tracking important info.

the most customizable CRM for small businesses, 

Need to track “Referral Source” or “Project Type”?

Just add a custom field to your leads or deals. Easy.

What if you want to store detailed records, like passport info, service checklists, or warranty details?

→ Add entire sections to leads or deals

→ Build brand-new data structures linked to your CRM flow

You want to collect passport details from clients.

→ Create a custom object with fields like passport number, expiry date, etc.

→ That’s it, it lives right inside your CRM

→ Your team stops asking “Where do I save this info?”

We realized not enough people know this feature exists. So here’s us, saying it loud:

If you need a CRM that bends to your process, not the other way around, 

The Most Customizable CRM for Small Businesses (That No One Talks About)

If you’re running a service-based business in the UAE, whether it’s pest control, maintenance, cleaning, or any field-based company, keeping track of your jobs, workers, and client communication is not easy.

Field Service Management (FSM) software is supposed to make your life easier. But here’s the reality:

Most of the well-known FSM software in the market are 

, and come with support that doesn’t really 

. For small to mid-sized companies in the UAE, they often feel like they were built for someone else.

🏆 Why Heffl is the Best Choice for UAE Service Companies

We made Heffl to solve the problems we saw in the market. It comes with all the powerful features you need, but it’s priced for SMEs in the UAE.

 Create quick jobs or long-term contracts with schedules.

 Workers can complete jobs, upload photos, and more right from their mobile.

 Contracts, quotations, work completion reports, invoices, everything you need, fully customizable.

 Handle all client chats from one inbox, reply directly, and send quotes or documents instantly.

 Raise invoices, track payments, and even integrate with Telr or Stripe.

 Not ticket-based replies. You can actually talk to us, and we’ll help you set everything up.

, and still ask you to pay more for add-ons.

, and you get the full suite including CRM.


Why Most FSM Software Aren’t Practical for UAE SMEs

Here are a few top names that you’ll find online, but they often don’t fit UAE SME budgets or needs:

Limitation: iOS only, limited integrations

Limitation: Expensive add-ons, not localized

Limitation: Support is ticket-based, complex

Limitation: Built for enterprises, overkill for small teams

If you’re still using paper, WhatsApp chats, and Excel to run your jobs, it’s time to switch.

But don’t pay thousands to get started. Heffl helps you run your business better, without making you feel like you’re using software built for another continent.


Give it a try. No long demos, no setup fee.

Just your jobs, your team, your documents, all in one place.

Best Field Service Management (FSM) Software for UAE Companies in 2025

Running a business means sending quotes often. But not everyone uses a CRM or fancy tools to do that.

Sometimes, you just need a quick and good-looking quotation PDF without wasting time on formatting or templates.

heffl.com/tools/free-online-quotation-generator

3. Add your company logo (add once, and we’ll remember it next time)

4. Fill in the quotation details, who it’s for, what it includes

5. Add your line items, quantities, prices

Add custom fields like project name, delivery date, or anything else you need

And if you ever feel like this is something you want permanently, where you can save all your templates, create quotes directly from your client database, and send via email or WhatsApp, then 

You can create unlimited templates, connect your invoices, convert quotes to jobs, and a lot more.

But start here, with the free tool. It works great.

And if you’re just starting a business or sending your first quote, we’ll help you set up a professional one that you’ll be proud to send.

Free Quotation Generator – Create Professional Quotes in Minutes

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

 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:

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 

Sample documents like invoice, quote, PO, etc.

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

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.

 directly inside Heffl. All communication with leads and clients happens in one place. We also offer integration support with platforms like 

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.

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)

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.

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!

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

For electrical service companies in the UAE, staying competitive in 2025 means embracing technology to streamline operations and enhance client satisfaction. Electrical service software is a game-changer, helping businesses manage field operations, client relationships, and compliance effortlessly. 

 provides powerful tools like Field Service Management and CRM to support UAE electrical contractors in delivering top-notch services. In this blog, we’ll explore why electrical service software is essential for UAE businesses and how Heffl can drive your success.

Why UAE Electrical Service Companies Need Software Solutions

The UAE’s electrical service industry is experiencing rapid growth, driven by the region’s ambitious infrastructure projects and urban development. However, managing complex workflows, scheduling technicians, and ensuring compliance with local regulations can become overwhelming without the right tools. Manual processes often lead to scheduling conflicts, delayed responses to clients, and errors in invoicing, which can hurt a company’s reputation and bottom line. Additionally, UAE clients expect fast, reliable service with real-time updates, while businesses must comply with regulations like accurate VAT calculations and employee gratuity payments. Electrical service software tackles these challenges by automating processes and centralizing data, allowing companies to focus on delivering quality work. Solutions like 

 help UAE electrical contractors optimize their operations and meet client expectations efficiently.

Key Features of Electrical Service Software

When selecting electrical service software for your UAE business, it’s important to focus on features that address your specific needs. Top software like Heffl’s offers a range of tools designed to streamline operations. For instance, field service scheduling allows you to assign technicians to jobs based on their proximity and availability, minimizing downtime in sprawling cities like Dubai and Abu Dhabi. Client management features enable you to store client details and service history in a centralized system, making it easier to track interactions and build stronger relationships. Additionally, the ability to generate accurate quotations quickly can help you win more projects, while mobile access ensures technicians can update job statuses and communicate with clients directly from the field. For compliance, tools like 

 simplify tax calculations, and project tracking provides real-time insights into performance and progress. These features make electrical service software an indispensable asset for UAE contractors aiming to scale efficiently.

Benefits of Electrical Service Software for UAE Businesses

: Automate scheduling, invoicing, and reporting to save time and reduce errors.

: Provide real-time updates and faster responses to build trust with clients.

: Optimize technician routes to cut fuel costs, crucial in the UAE’s expansive cities.

: Accurately calculate VAT and gratuity payments with integrated tools.

: Handle more projects without increasing administrative workload.

For instance, a UAE-based electrical contractor using Heffl’s solutions saw a 25% improvement in job completion rates within three months, thanks to streamlined scheduling and client management.

Why Choose Heffl Software for Electrical Services in UAE?

Heffl Software stands out as an ideal choice for UAE electrical service providers due to its tailored approach. It’s designed with UAE-specific needs in mind, ensuring compliance with local regulations like VAT and labor laws. The platform combines field service management, CRM, and quotation tools into a single, user-friendly solution, making it easy for teams to adopt without significant downtime. Additionally, Heffl offers dedicated local support for UAE businesses, ensuring quick resolution of any issues. Whether you’re handling residential repairs or large commercial projects, Heffl empowers your team to deliver exceptional results with efficiency and professionalism.

How to Implement Electrical Service Software in Your UAE Business

Implementing electrical service software doesn’t have to be complicated if you follow a structured approach. Start by identifying your business’s pain points, such as scheduling delays or errors in VAT calculations, to understand where software can make the most impact. Next, select a solution tailored for UAE businesses, like Heffl Software, that addresses these challenges effectively. Once you’ve chosen your software, invest time in training your team to ensure they can use the tools confidently with minimal disruption to daily operations. Then, integrate the software with existing systems, such as accounting or HR tools, to create a seamless workflow across your business. Finally, track the results over time by monitoring improvements in efficiency, client satisfaction, and overall performance. You can begin with features like 

 to see immediate benefits in your workflow.

Case Study: UAE Electrical Contractor Success with Heffl

A mid-sized electrical service company in Abu Dhabi faced challenges with manual scheduling and delayed client communication. After implementing Heffl’s Field Service Software, they reduced scheduling conflicts by 35% and improved client response times by 20%. Additionally, the company ensured accurate VAT calculations, saving hours of manual work each week. This transformation allowed them to take on more projects and expand their presence across the UAE, demonstrating the tangible impact of electrical service software on business growth.

Tips for Maximizing Your Electrical Service Software

: Regularly update your software to access the latest features.

: Leverage data to optimize operations and identify growth opportunities.

: Follow up with clients using CRM tools to build lasting relationships.

Electrical service software is essential for UAE contractors looking to boost efficiency and stay competitive in 2025. With 

, you can automate workflows, enhance client satisfaction, and ensure compliance with local regulations. From field service scheduling to VAT calculations, Heffl’s tools are designed to help your UAE electrical business thrive.

: Ready to elevate your electrical service business in the UAE? Discover 

Electrical Service Software in UAE: Boost Efficiency in 2025

For HVAC service companies in Dubai, managing field operations, client relationships, and quotations efficiently is critical to staying competitive in a fast-paced market. HVAC management software simplifies these tasks, saving time and boosting profitability. 

 to help Dubai HVAC businesses thrive. In this blog, we explore the benefits of HVAC management software, why it’s essential for Dubai service providers, and how Heffl can transform your operations.

Why Dubai HVAC Companies Need Management Software

Dubai’s HVAC industry is booming, driven by the city’s rapid urban development and demand for energy-efficient cooling systems. However, managing complex projects, scheduling technicians, and ensuring timely invoicing can be challenging without the right tools.

: Manual processes lead to scheduling conflicts, delayed responses, and errors in quotations.

: Dubai clients demand fast, reliable service, requiring real-time updates and seamless communication.

: Accurate VAT calculations for invoices are critical, especially with UAE’s tax regulations.

HVAC management software addresses these pain points by automating workflows, centralizing data, and ensuring compliance. With 

, Dubai HVAC companies can streamline operations and exceed client expectations.

Top-tier HVAC management software, like Heffl’s solutions, offers features tailored to the needs of Dubai’s service industry. Here’s what to look for:

: Assign technicians to jobs based on location, availability, and skillset. Heffl’s 

 optimizes schedules to reduce travel time across Dubai.

: Store client details, service history, and communication logs in one place with 

: Generate professional quotes instantly using 

, ensuring compliance with UAE regulations.

: Empower technicians with mobile apps to access job details, update statuses, and communicate with clients on the go.

: Track project progress, technician performance, and revenue with real-time insights from 

These features make HVAC management software indispensable for Dubai businesses aiming to scale efficiently.

Benefits of HVAC Management Software for Dubai Businesses

Implementing HVAC management software offers tangible benefits that directly impact your bottom line:

: Automate repetitive tasks like scheduling and invoicing, allowing your team to focus on delivering quality service.

: Real-time updates and faster response times enhance client trust and loyalty.

: Optimize technician routes and reduce fuel costs, critical in a sprawling city like Dubai.

: Manage growing workloads and larger projects without adding administrative overhead.

: Ensure accurate VAT calculations and gratuity payments with tools like 

For example, a Dubai-based HVAC contractor using 

 reported a 30% reduction in scheduling errors and a 20% increase in client retention within six months.

Why Choose Heffl Software for HVAC Management in Dubai?

 is designed to meet the unique needs of Dubai’s HVAC service providers. Here’s why it stands out:

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