Yes! Heffl includes multiple professional quote templates (Modern, Minimal, Classic) plus customization options. Create impressive quotes in minutes with automatic calculations, tax handling, and your brand elements.
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.
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.
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
Clean, contemporary design perfect for tech and service businesses
Minimal Elegant
Simple, sophisticated layout for consultants and professionals
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
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
The quote is sent. Let Hefy help you keep it moving.
Client work gets busy. Follow-ups get pushed back. Use Hefy to prepare the next task, and a quotation follow-up routine to surface sent quotes that are still waiting.
Find the quotes that need a nudge
The routine surfaces unanswered sent quotations with a prefilled follow-up email action.
Keep the client conversation in your hands
Review the email before sending. Hefy does not send client emails without approval.
Hefy
Sales · Example workspace
Create a task to follow up on Cedar's quotation tomorrow.
I've prepared a quotation follow-up task for your review.
Follow up on Cedar's quotation
New task
Due tomorrow
Dismiss Create
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.
Illustrative report values, not customer results.
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.
Keep the business together. Hear it from customers.
More customer storiesWallersandCo
“Our operations were suffering because our Task Management SaaS was siloed from our CRM activity. I've tried Monday, Asana, and now have been on Clickup for some time now. When I discovered Heffl... I was so impressed by the simple but powerful UI.”
Rebekah Waller
WallersandCo
Customer review excerpt
“We migrated thousands of deals from Bitrix24 to Heffl, and with the support of their team the transition was remarkably smooth. Heffl looks simple and intuitive on the surface, but it is an incredibly powerful and complete CRM underneath.”
Konstantinos Lillis
Founder, Websitegreece, Apou.gr
Customer review excerpt
Frequently Asked Questions About Sales Management
Absolutely! Once a quote is approved, convert it to an invoice with one click. All line items, pricing, and client details transfer automatically. No re-entering data or risk of errors.
Yes! Set up commission rules once and Heffl automatically calculates earnings for each sale. Support for percentage-based, tiered, and custom commission structures with real-time reporting and transparency.
Heffl integrates with Stripe and Telr for online payment collection. Available payment methods depend on your connected gateway and account configuration. You can also record cash and bank-transfer payments manually.
Heffl provides comprehensive sales analytics including conversion rates, sales pipeline, commission tracking, payment collection, and team performance. Custom dashboards and automated reports keep you informed.
Yes! Heffl supports 100+ currencies with real-time exchange rates. Create quotes in client's preferred currency, track payments across currencies, and generate reports in your base currency.
Absolutely! Each client profile shows complete payment history, outstanding balances, payment patterns, credit terms, and communication history. Perfect for credit decisions and relationship management.
Heffl enables seamless team collaboration with shared client access, quote approval workflows, commission splitting, activity sharing, and role-based permissions. Perfect for sales teams of any size.
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
Priority support
