How do I set up multiple deal pipelines for different products or markets?

Heffl's flexible pipeline architecture adapts to any business model: Unlimited Pipeline Creation Create pipelines for different products or services Separate pipelines for different markets or regions Unique pipelines for different sales processes No limits on number of pipelines or stages Pipeline Customization Custom stages that reflect your real sales process Unique fields for each pipeline type Different automation rules per pipeline Custom probability settings for each stage Common Pipeline Examples Product Sales: Lead → Demo → Proposal → Negotiation → Closed Won Service Business: Inquiry → Consultation → Quote → Contract → Delivery Enterprise Sales: Prospect → Discovery → Proof of Concept → Proposal → Legal Review → Closed Won Subscription Sales: Trial → Demo → Pricing Discussion → Contract → Onboarding Management Benefits Clear separation of different business lines Accurate forecasting per product/market Specialized workflows for each sales type Better team focus and specialization

How does AI-powered deal probability scoring work?

Heffl's AI probability engine provides intelligent deal insights: AI Analysis Factors Deal activity frequency and recency Customer engagement patterns Communication response times Deal size and complexity Stage progression speed Historical win/loss patterns Smart Learning System Learns from your specific sales patterns Improves accuracy with each closed deal Adapts to your industry and business model Considers seasonal and market trends Probability Insights Real-time probability updates as deals progress Risk indicators for deals losing momentum Suggested actions to increase probability Comparative analysis against similar deals Forecasting Benefits Accurate revenue predictions Better resource allocation Focus on high-probability opportunities Early warning for at-risk deals

Can I chat with prospects via WhatsApp directly from deal pages?

Seamless WhatsApp integration keeps sales conversations in context: Direct Chat Integration Chat widget embedded in every deal page Send messages without switching apps View complete conversation history Share files and documents instantly Automatic Activity Sync All WhatsApp messages logged in deal timeline Automatic activity tracking and categorization Message timestamps and read receipts Integration with deal stage progression Document Sharing Send quotes directly via WhatsApp Share contracts and proposals Product catalogs and pricing sheets Meeting links and calendar invites Team Collaboration Multiple team members can access conversations Internal notes and comments Conversation handoff between team members Shared WhatsApp inbox for team coordination

What custom fields can I add to deals for my specific business needs?

Complete customization to match your unique business requirements: Field Types Available Text fields (single line and multi-line) Number fields (currency, percentage, quantity) Date and time fields Dropdown and multi-select lists Checkboxes and radio buttons File upload fields URL and email fields Rich text editors Business-Specific Examples Real Estate: Property type, square footage, listing price, commission rate Software Sales: License type, user count, implementation timeline, technical requirements Manufacturing: Product specifications, delivery timeline, warranty terms, volume discounts Services: Project scope, resource requirements, delivery milestones, payment terms Advanced Field Features Conditional field visibility based on other field values Required field validation Field dependencies and calculations Custom field grouping and sections Integration Benefits Custom fields appear in quotes and documents Filter and search deals by custom criteria Reporting and analytics on custom data API access for custom integrations

How does AI-powered activity logging work for deals?

Intelligent activity capture eliminates manual data entry: Automatic Activity Capture Email conversations automatically logged WhatsApp messages and calls tracked Meeting notes and outcomes recorded Document shares and downloads monitored Voice-Powered Logging Speak activity updates naturally AI transcribes and categorizes automatically Supports multiple languages and accents Smart extraction of key information AI-Suggested Next Steps Analyzes deal context and history Suggests optimal follow-up actions Recommends timing for next contact Identifies potential risks or opportunities Smart Categorization Automatically categorizes activity types Identifies sentiment and engagement level Tracks deal momentum and progress Flags important events and milestones Team Visibility Complete activity timeline for all team members Activity summaries and highlights Performance tracking and analytics Collaboration notes and internal updates

How does the kanban board view help manage deal pipelines?

Visual pipeline management that makes deal tracking intuitive: Visual Pipeline Overview All deals displayed in intuitive columns by stage Color-coded deal cards for quick identification Deal value and probability visible at a glance Activity indicators and last contact information Drag-and-Drop Functionality Move deals between stages with simple drag-and-drop Automatic stage progression tracking Bulk deal operations and updates Stage-specific automation triggers Customizable Views Filter by deal owner, value, or probability Sort by various criteria (date, value, activity) Custom board layouts and configurations Save and share custom views with team Real-Time Insights Pipeline value and deal count per stage Average time in each stage Conversion rates between stages Bottleneck identification and alerts Team Collaboration Shared board access for entire team Real-time updates and notifications Deal assignment and ownership tracking Activity feeds and collaboration tools

Deals Management

Transform scattered opportunities into organized pipelines. AI-powered probability scoring, WhatsApp integration, and automated workflows help you close deals faster than ever.

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Deals Management Kanban Board - Drag and Drop Deal Pipeline Management

4.8/5 rated by 200+ growing businesses

40% higher close rates with AI insights

Average setup time: 15 minutes

Still Managing Deals in Spreadsheets and Scattered Systems?

Transform your deal management from chaos to conversion with Heffl's intelligent pipeline automation.

Deal management dashboard showing organized deals and pipelines in one centralized platform

Stop Losing Deals in Scattered Systems

Before Heffl

Deals scattered across Excel sheets, emails, and sticky notes. No visibility on deal probability, no team coordination, missed opportunities costing your business thousands in lost revenue.

With Heffl CRM

Every deal automatically organized in visual pipelines. Complete activity history, AI probability scoring, team assignments, and conversion tracking that turns prospects into paying customers.

The Problem

Deals scattered across spreadsheets and emails, losing track of opportunities

Heffl Solution

Heffl centralizes all deals in visual pipelines with real-time updates

The Problem

No visibility into deal probability and revenue forecasting

Heffl Solution

AI-powered probability scoring and automated revenue predictions

The Problem

Switching between WhatsApp and CRM breaks deal context

Heffl Solution

WhatsApp chat integrated directly inside deal pages

Complete Deals Management for Growing Businesses Worldwide

Heffl's deals management software is designed for businesses worldwide who need to track, manage, and close deals without the complexity of enterprise CRM systems.

Whether you're running a sales team, managing multiple product lines, or handling complex B2B deals, our intelligent pipeline management system adapts to your workflow and helps you close more deals faster.

From AI-powered probability scoring to integrated WhatsApp communication, from custom pipeline stages to comprehensive reporting, Heffl provides everything you need to transform opportunities into revenue.

40%

Higher Close Rates

50%

Faster Deal Cycles

Deal won celebration showing successful deal closure and conversion process

From New Deal to Closed Won — All Inside Heffl

Follow the complete sales journey from first opportunity to successful deal closure.

Deal Creation

From leads, manual entry, or import from existing systems

Custom Pipelines

Set your own stages (e.g., Qualified → Proposal → Negotiation)

Activity Tracking

Auto-log emails, calls, meetings, WhatsApp chats

AI Probability

Smart scoring predicts deal closing likelihood

Quote Generation

Create professional quotes from deal context

Close & Convert

Convert to projects or field service jobs

Deal Creation

From leads, manual entry, or import from existing systems

Custom Pipelines

Set your own stages (e.g., Qualified → Proposal → Negotiation)

Activity Tracking

Auto-log emails, calls, meetings, WhatsApp chats

AI Probability

Smart scoring predicts deal closing likelihood

Quote Generation

Create professional quotes from deal context

Close & Convert

Convert to projects or field service jobs

Smart Features That Power Your Deal Workflow

Multiple deal pipelines

Custom fields and stages

AI-powered probability scoring

WhatsApp integration

Kanban board view

Quote and document generation

Activity logging and tracking

Team collaboration

Revenue forecasting

AI-Powered

AI Agent — Your Smartest Sales Assistant

Just speak, and Heffl's AI logs the deal update, calculates probability, and suggests your next action to close the deal.

Example Voice Command:

"Had a great call with John. He's ready to move forward with the premium package."

→ AI logs the call, updates stage to "Negotiation", increases probability to 85%, and suggests sending contract.

Try AI Voice Logging

Deal analytics and reporting dashboard showing comprehensive sales insights and performance metrics

Data-Driven Insights for Smarter Decisions

Get real-time insights into your deal pipeline performance. Track conversion rates, identify bottlenecks, and optimize your sales process with AI-powered analytics.

Pipeline Value

Total value of deals in your pipeline

$250,000

Win Rate

Percentage of deals successfully closed

65%

Average Deal Size

Mean value of closed deals

$15,000

Sales Cycle

Average time from deal to close

21 days

Top Performer

Team member with highest conversion rate

Sarah: 78%

Trusted by Sales Teams Worldwide

"Our deal close rate increased by 40% within three months. The AI probability scoring helps us focus on the right opportunities, and the WhatsApp integration keeps our sales conversations flowing naturally."

Sales Director

Global Technology Company

"Finally, a CRM that actually helps us sell faster instead of slowing us down. The document generation from deal context saves hours every week, and the kanban view gives perfect pipeline visibility."

Founder & CEO

Fast-Growing Startup