CRM Features

Complete customer relationship management with AI-powered insights, automated workflows, and seamless integrations. Everything you need to grow your business relationships.

Lead Management - CRM Feature

Complete CRM Feature Suite

Discover all the powerful CRM features designed to help you manage customer relationships, automate sales processes, and grow your business effectively.

Lead Management

Lead Management

Capture, track, and convert leads with automated workflows and AI-powered insights

Automated lead capture from multiple sources
Custom lead stages and workflows
Lead scoring and prioritization

+3 more features

Learn More
Sales Management

Sales Management

Complete sales automation from quotes to payments with commission tracking

Professional quote templates
One-click quote to invoice conversion
Automated payment collection

+3 more features

Learn More
Deals Management

Deals Management

Visual sales pipeline with kanban boards and AI-powered probability scoring

Visual kanban deal pipeline
AI-powered probability scoring
Custom deal stages and workflows

+3 more features

Learn More
Goals Management

Goals Management

Set and track sales targets with real-time progress monitoring

Individual and team goal setting
Real-time progress tracking
Performance analytics and insights

+3 more features

Learn More
WhatsApp Business

WhatsApp Business

Centralized WhatsApp conversations with business communication tools

Unified WhatsApp business inbox
Multi-agent conversation management
Automated message templates

+3 more features

Learn More
Client Management

Client Management

360-degree client profiles with complete interaction history

Complete client profiles and history
Interaction timeline and notes
Document and file management

+3 more features

Learn More
AI-Powered

AI Assistant for Smart CRM

Meet your intelligent CRM assistant. Just speak your updates, and our AI automatically logs activities, creates tasks, updates deals, and provides insights — making CRM management effortless.

Example Voice Command:

"Called John about the web development project. He's interested in the premium package. Schedule follow-up for next Tuesday and send him the detailed proposal."

→ AI automatically logs the call, updates deal status, creates follow-up task, and suggests next actions.

Try AI Assistant

Powerful CRM Integrations

Connect your CRM with all your favorite business tools. Create seamless workflows and ensure all your data stays synchronized across platforms.

WhatsApp Business

Direct messaging integration

Email Marketing

Automated email campaigns

Accounting Software

Financial data sync

Payment Gateways

Online payment processing

Calendar Apps

Meeting and appointment sync

Cloud Storage

Document management

Ready to Transform Your Customer Relationships?

Join thousands of businesses worldwide who trust Heffl CRM to manage their customer relationships and grow their sales.

14-day free trial
No credit card required
UAE-based support
logo

All in one app for your UAE business, manage Field Service, CRM, and Projects seamlessly in one place.


© Copyright 2023, All Rights Reserved by Heffl

whatsapp