Run Your Agency from
One Platform
Juggling clients, teams, and projects? Stay on top of every deal and deadline with Heffl. Manage customers, track progress, and grow your business, all from one powerful platform.
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Built for Agency Challenges
Every agency faces these. Here's how Heffl solves them.
Track Team Performance
Real-time dashboards showing every team member's workload & tasks
Never Miss Follow-ups
Automated reminders & complete activity tracking for every client
Get Paid Faster
Create proposals & invoices in seconds, accept online payments instantly
Projects On Time & Budget
Project tracking with timesheets, budgets, and profitability reports
Centralized Client Data
Complete client history in one place with role-based access control
Scale With Automation
Automation workflows reduce manual work, scale without hiring
Real Businesses, Real Results
See how agencies manage their clients and teams with Heffl
"Dilshad streamlined agency operations with Heffl CRM"
Dilshad
Founder, Mydbucket Creative Agency
"Anfal manages 20+ remote staff seamlessly using Heffl"
Anfal
Founder, Adzum Global
"We recently implemented the Heffl CRM application at SOFTEX IT Solutions, and the performance has been outstanding. the application is user-friendly, efficient, and has greatly streamlined our operations. The support team has been responsive and professional, making the onboarding process seamless. Highly recommended for businesses looking for a reliable CRM solution."
Danish
CEO & Co Founder of Softex IT Solutions
Everything You Need to Scale
Manage clients, projects, and team in one platform.
Manage Multiple Clients Effortlessly
Juggling multiple clients? Keep every client relationship, project, and communication organized with role-based team access.
- Unlimited client contacts & project pipelines
- Visual boards to track client projects
- Complete client history - meetings, deliverables, feedback
- Automated follow-ups and task reminders
Win More Clients With Professional Proposals
Proposal delays losing you clients? Create branded proposals in minutes. Track approvals. Bill clients instantly.
- Branded proposal & invoice templates
- Client approval workflows with e-signatures
- Online payment collection (Stripe, Telr)
- Track billable hours & outstanding payments
Deliver Client Projects On Time & Budget
Running multiple client projects? Track tasks, monitor team capacity, measure profitability per client.
- Unlimited projects with custom workflows
- Task assignment with deadlines & dependencies
- Time tracking for accurate billing
- Project templates for repeatable deliverables
Voice Logging: Stop Manual Data Entry
Tired of typing meeting notes? Just speak. AI logs calls, creates tasks, updates deals. Sell more, type less.
"Just finished meeting with Rashid from Emirates Trading. They want to proceed with the enterprise CRM package. Need to send the final contract and schedule onboarding for their 15 team members next month. He also mentioned they might need our project management module."
What Voice AI Does:
Manage Clients & Projects On The Go
Always meeting clients? Access full CRM on mobile. Check project progress, approve deliverables, log time from anywhere.
- Complete CRM access - contacts, deals, activities
- Real-time notifications and alerts
- Voice notes and call logging
- Camera integration for document capture
Ready to Scale Your Agency?
Start managing your agency better today. Free 14-day trial, no credit card required.
Ready to Transform
Your Business?
Start with Heffl Today
All in one app for your business, manage Field Service, CRM, and Projects seamlessly in one place.
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