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.
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.
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
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.
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.
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
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 multiple payment gateways including Stripe, PayPal, and regional providers. Accept credit cards, bank transfers, digital wallets, and cash payments with automatic tracking.
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
24/7 global support
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