AI CRM for small sales teams
Keep the conversation and the next move together.
Manage contacts, leads and deals with a smart inbox and AI assistance. Heffl helps your team prepare replies and supported CRM actions for review, with customer context close by.
14-day free trial. No credit card required.
Hefy
Deals · Example workspace
I found Northstar's open deal and prepared the linked task for your review.
Follow up on Northstar proposal
New task
Illustrative approval flow using sample records.
Start with the conversation
Your customer’s email should lead you to the relationship and the deal. Link conversations to CRM records, prepare a reply and decide the next step without rebuilding the customer story each time.
Explore the smart inbox and check your mailbox connection during your trial.
Keep a pipeline your team can act on
Organize contacts and companies, capture leads and manage deals in configurable pipelines. Use custom fields for the details that matter to your process, and activity history to keep the next owner informed.
Use the sales pipeline template to define what should happen at each stage.
Let AI prepare the work, then review it
Hefy helps prepare supported actions from your workspace context. Review the proposed action before approving it. For repeat work, configure routines and trigger-and-action automations around your sales process.
See AI agents, routines and approval controls. Choose a specific task during your trial so you can judge the result against your own records.
Switching from Pipedrive?
Compare the daily workflow first. Pipedrive already offers AI tools, so the useful question is which CRM makes your team’s conversations and next steps easier to manage.
Compare Heffl and Pipedrive, then use the export and import checklist to test the data move.
Supporting features for the work after a sale
Quotations, invoicing, projects and the client portal stay available for teams that need them. Start with the sales workflow and add the supporting features that fit your process.
See the workflow before you switch.
Connect a supported mailbox, try a small set of contacts and deals, and review your first reply. Use your trial to decide whether Heffl fits how your team sells.
The details, without the detour.
Need help choosing a setup for your team? Ask us.
What does AI do in Heffl CRM?
Hefy prepares supported CRM actions for approval. Inbox routines can organize mail and prepare replies for review. Use your trial to check the actions and permissions your team needs.
Can I manage contacts, leads and deals?
Yes. Heffl includes contacts and companies, leads, deals, configurable pipelines and custom fields, activity history, imports and sales reporting.
What happens after a deal closes?
Quotations, invoices, projects and a client portal remain available as supporting features. You can evaluate those alongside the CRM without changing the core sales workflow.
