Quotes and invoices, ready when you are
Turn the client and deal details you already have into professional quotes and invoices, with payments connected to the same work.
CRM software for leads, deals and invoicing
Turn every lead into the next right move.
Keep leads, deals, quotations, invoices and payments connected, so your team can sell, follow up and get paid without chasing details.
Invoices
Quotations
Reports
Leads
Deals
Tasks
Clients
Recurring invoices
Keep the client story moving, from first call to final payment.
Bring sales, client work and cash flow into one place, so your team always knows what happens next.
Every lead has a next step
Capture and track leads in one place, so no conversation goes quiet between calls, email and handovers.
A deal pipeline your team will use
See each deal in a clear visual pipeline and keep the next action in view.
Know what money is moving
Send invoices, track payments and keep every sales document connected to the client relationship.
Where growing teams lose time
The work around a sale should not take more work than the sale.
Stop rebuilding quotes from scratch.
Create, review and send a quote without re-entering the same client details every time.
Get invoices out without the admin.
Generate invoices from the client and sales details already in your workspace, then track what has been paid.
Keep a small team in sync.
Keep leads and deals in one place, so the next owner can pick up the client story without a handover hunt.
See the whole sales picture.
See leads, deals, quotations, invoices and payments in the same workspace.
From first lead to paid invoice
Everything your sales team needs to keep work moving.
Capture leads, manage deals, send quotes and invoices, and keep follow-up in one CRM.
Lead management that stays organized
Bring in leads from calls, email or your site, then keep every next step close to the conversation.
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A pipeline built for how you sell
Make the next move obvious with stages that reflect how your team sells.
Learn moreQuotes, invoices and payments together
Create quotations and invoices, track payments and keep every document linked to the client and deal.
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Targets your team can act on
Set targets and track progress, so your team knows what deserves attention.
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Every client detail, in context
Keep activity, quotations, invoices and statements of account close to the relationship.
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Repeat the follow-up work
Set a trigger for the steps your team should not have to remember by hand.
Learn moreHefy for CRM
Let your CRM do the remembering.
Hefy works from the client, deal, quotation, invoice and task details already connected in your CRM. Ask what matters next, then review any supported change before it is saved.
Explore Hefy and routinesAsk with the full client story
Get answers from the client, deal, quotation, invoice and task context already connected in Heffl.
Prepare the next step
Ask Hefy to create a supported deal, quotation or task. It asks for missing details and leaves final approval with you.
Keep follow-up in motion
Use the inbox manager and routines to sort client mail, draft replies and surface quiet deals or overdue invoices.
The CRM your team can actually keep up with.
Whether your team is two people or twenty, Heffl keeps client, sales and follow-up work in one place your team can use every day.
Keep your sales work moving.
Bring your leads, deals, client work and payments into one CRM your team can pick up quickly.
14-day free trial. No credit card needed.
The details, without the detour.
Need help choosing a setup for your team? Ask us.
What AI agent features does Heffl CRM include?
Heffl CRM includes an intelligent AI agent that helps automate tasks, provides smart insights, suggests follow-up actions, and assists with data entry and customer communication to boost your productivity.
Read the full answer: What AI agent features does Heffl CRM include?What integrations are available with Heffl CRM?
Heffl CRM offers extensive integrations including WhatsApp, email providers, payment gateways, accounting software, and many more. We're constantly adding new integrations and accept custom integration requests.
Read the full answer: What integrations are available with Heffl CRM?Can I create documents like contracts and agreements in Heffl CRM?
Yes, Heffl CRM allows you to create any type of document including contracts, work completion certificates, agreements, proposals, and more using our built-in document builder.
Read the full answer: Can I create documents like contracts and agreements in Heffl CRM?What automation workflows are available in Heffl CRM?
Heffl CRM offers powerful automation workflows including lead nurturing, follow-up sequences, task assignments, email campaigns, and custom triggers based on customer actions.
Read the full answer: What automation workflows are available in Heffl CRM?Can I access Heffl CRM on mobile devices?
Yes, Heffl CRM is fully mobile-responsive and offers native mobile apps for iOS and Android, allowing you to manage your business on the go with full functionality.
Read the full answer: Can I access Heffl CRM on mobile devices?How is Heffl different from a standalone CRM?
Heffl connects lead and deal management with quotations, projects, invoices and client records. You can convert a deal into a project in the same workspace, so sales and delivery do not have to work in separate systems.
Can I bring my existing leads and contacts into Heffl?
Yes. You can import supported records and organize them with owners, tags, custom fields and stages. Review your field mapping and imported data before using it for client work.
