Smart inbox for small sales teams
Your customer’s email. The deal context. Your next reply.
Work through customer conversations with CRM records close by. Connect a supported mailbox, link threads to contacts and deals, and review prepared replies before sending.
14-day free trial. No credit card required.
Proposal feedback
[email protected] · 2 messages
Hi Alex,
The proposal looks good. Could you confirm whether the kickoff date can move to next Tuesday?
Thanks, Jordan
Illustrative inbox workflow with sample data.
Get from a conversation to its next step
- Connect your mailbox. Use a supported provider and check the history available after sync.
- Open the customer thread. Find the contact or deal and review its details alongside the email.
- Prepare the reply. Use the available drafting tools and inbox routines, then check the facts and tone.
- Decide when to send. Edit the reply, review its recipients and send or schedule it.
- Keep the deal moving. Record the next action in the CRM so the follow-up has an owner.
Drafts that you can inspect
AI can help with the first draft, but a customer reply still needs your judgment. Check dates, amounts, product claims and promises before sending. Keep approval and automation settings appropriate for your team.
Explore Hefy and inbox routines for supported actions and review controls. For a practical starting point, use our sales follow-up email examples.
Check mailbox compatibility during your trial
Microsoft and Zoho provider connections and compatible IMAP/SMTP mailboxes are supported in the product. Your provider’s authentication, permissions and retention settings determine what can be connected and synced.
Connect the mailbox you actually use, check several old and new threads, and send a test message to an address you control. Confirm draft saving and scheduled sending before relying on the inbox for customer work. Set up Microsoft email sync or ask about your mailbox.
See the workflow before you switch.
Connect a supported mailbox, try a small set of contacts and deals, and review your first reply. Use your trial to decide whether Heffl fits how your team sells.
The details, without the detour.
Need help choosing a setup for your team? Ask us.
Which mailboxes can I connect?
Heffl supports Microsoft and Zoho connections, plus compatible IMAP/SMTP mailboxes. Your provider’s authentication requirements apply. Check the connection flow and available sync history for your mailbox before switching.
Can I review replies before sending?
Yes. Review and edit a prepared reply before sending it. Confirm recipients, customer facts and any commitments. Check your configured routine and automation permissions separately.
How does an email connect to the CRM?
You can link a thread to a CRM contact or deal and open the linked record from the conversation. Review the relationship when names or email addresses are ambiguous.
