Sales Management

Create stunning quotes, track approvals, generate invoices, and collect payments all in one platform. Automated commission tracking and detailed client insights keep your sales machine running smoothly.

Sales Management Dashboard - Quote Creation, Invoice Tracking, and Payment Collection
4.8/5 rated by 200+ growing businesses
45% faster payment collection with automation
Average quote creation: 5 minutes

Still Managing Sales with Manual Quotes and Excel Sheets?

Transform your sales process from time-consuming manual work to automated revenue generation with Heffl's complete sales management platform.

Professional quote templates with multiple design options for business sales

Stop Losing Sales to Slow Quote Processes

Before Heffl

Hours spent creating quotes manually, payment tracking in spreadsheets, commission calculations prone to errors, and clients waiting days for professional documentation.

With Heffl CRM

Professional quotes generated in minutes, automated invoice creation, real-time payment tracking, automatic commission calculations, and comprehensive client insights all in one powerful platform.

The Problem

Creating quotes manually takes hours and often contains errors, slowing down the sales process

Heffl Solution

Heffl generates professional quotes in minutes with customizable templates and automatic calculations

The Problem

No visibility into payment status, leading to cash flow issues and unpaid invoices

Heffl Solution

Real-time payment tracking with automated follow-ups and integrated payment collection

The Problem

Commission calculations are manual and error-prone, causing disputes and delayed payments

Heffl Solution

Automated commission tracking with transparent calculations and instant reports

Professional Quote Templates for Every Business

Choose from multiple professionally designed templates or customize your own. Create impressive quotes that win more business and reflect your brand perfectly.

Modern professional quote template

Modern Professional

Clean, contemporary design perfect for tech and service businesses

Minimal elegant quote template

Minimal Elegant

Simple, sophisticated layout for consultants and professionals

Classic business quote template

Classic Business

Traditional professional format for established enterprises

Complete Sales Journey — From Quote to Payment

Follow the complete sales process from initial quote creation to final payment collection and commission tracking.

Quote Creation

Choose from multiple professional templates and generate quotes instantly

Quote Approval

Send for approval and track client responses with automated reminders

Invoice Generation

Convert approved quotes to invoices with one click

Payment Collection

Multiple payment methods with automated tracking and follow-ups

Commission Tracking

Automatic commission calculations based on sales performance

Reports & Analytics

Comprehensive sales reports and performance insights

Smart Features That Accelerate Sales

Multiple quote template designs
One-click quote to invoice conversion
Automated payment reminders
Commission calculation engine
Client payment history tracking
Sales performance analytics
Custom quote approval workflows
Multi-currency support
Tax calculation automation
AI-Powered

AI Agent — Your Smart Sales Assistant

Just speak your sales updates, and Heffl's AI automatically creates quotes, tracks payments, calculates commissions, and updates client records.

Example Voice Command:

"Create a quote for ABC Corp for $15K web development project, send it for approval, and set payment terms to 30 days."

→ AI generates professional quote, sends for approval, sets up payment tracking, and updates client record.

Try AI Sales Assistant
Sales analytics dashboard showing commission tracking, payment collection, and performance reports

Data-Driven Sales Insights for Smarter Decisions

Get real-time insights into sales performance, commission tracking, payment collection, and client relationships. Make informed decisions with comprehensive analytics and automated reporting.

Quote-to-Close Rate

Percentage of quotes that convert to paid invoices

68%

Average Payment Time

Days from invoice to payment collection

12 Days

Monthly Commission

Total commission earned this month

$8,500

Outstanding Invoices

Pending payments requiring follow-up

$24K

Top Sales Rep

Highest performing team member this quarter

Mike: $125K

Detailed Client Insights for Better Relationships

Get a complete 360-degree view of every client with payment history, quote interactions, communication logs, and purchase patterns. Build stronger relationships with data-driven insights.

Complete Client Profiles

Contact information, communication history, and detailed interaction timeline in one place.

Purchase Patterns

Track buying behavior, seasonal trends, and spending patterns to optimize sales strategies.

Payment History

Complete payment timeline, outstanding balances, and credit terms for informed decisions.

Detailed client profile showing payment history, purchase patterns, and interaction timeline

Trusted by Sales Teams Worldwide

"Heffl transformed our sales process completely. Quote creation that used to take hours now takes minutes, and our payment collection improved by 45%. The commission tracking feature eliminated all disputes with our sales team."

Sales Director

Technology Solutions Company

"The quote templates are professional and impressive. Our clients love the polished look, and the approval workflow makes everything seamless. The AI assistant helps us track everything without manual data entry."

Business Owner

Marketing Agency

Frequently Asked Questions About Sales Management

Ready to Automate Your Sales Process?

Join thousands of businesses worldwide already accelerating their sales with Heffl's complete sales management platform. From quotes to cash in one seamless workflow.

No setup fees
No long contracts
24/7 global support
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