# Heffl

> Heffl is an AI CRM and smart inbox for small sales teams.

Heffl keeps contacts, deals and customer conversations together. Hefy prepares follow-ups, draft replies and supported record changes for review. Quotes, invoicing, projects and a client portal are supporting capabilities.

## Product

- [AI CRM](https://heffl.com/crm): Contacts, leads and sales pipelines.
- [AI agents and routines](https://heffl.com/agentic-crm): Follow-ups and repeat work with review controls.
- [Sales pipeline](https://heffl.com/crm/deals-management)
- [Lead management](https://heffl.com/crm/lead-management)
- [Integrations](https://heffl.com/crm/integrations)
- [Pricing](https://heffl.com/pricing)

## Resources

- [Customer stories](https://heffl.com/case-studies)
- [CRM and sales guides](https://heffl.com/blog)
- [Email validator](https://heffl.com/tools/email-validator)
- [API docs](https://heffl.com/api-docs)
- [Support](https://heffl.com/support)
- [Changelog](https://heffl.com/changelog)

## Policies

- [Terms](https://heffl.com/terms)
- [Privacy Policy](https://heffl.com/privacy-policy)

## Switching and sales resources

- Heffl vs Pipedrive: https://heffl.com/compare/pipedrive
- Pipedrive migration checklist: https://heffl.com/migrate/pipedrive
- Smart inbox: https://heffl.com/crm/smart-inbox
- Sales pipeline template: https://heffl.com/resources/sales-pipeline-template
- Sales follow-up emails: https://heffl.com/resources/sales-follow-up-emails

Migration uses mapped file imports; a one-click Pipedrive migration is not promised. Confirm historical email, attachments, activities and automation requirements separately.

- Microsoft email sync setup: https://heffl.com/crm/integrations/microsoft-outlook