With multiple workspaces, each dedicated to a specific business, is it possible for my employees and/or collaborators to access only the workspace relevant to them, while keeping the other businesses private and confidential?
Or would this require purchasing multiple separate deals, each registered with a different email address?
Founder Team
Nasim_Heffl
Jun 10, 2026
A: Each workspace is completely separate — data from one workspace is not visible to members of another. So your different businesses are kept private and confidential from each other by default.
When inviting team members, you simply invite them to the specific workspace(s) they need access to. If someone needs access to more than one workspace, they can use the same login and switch between...
Will this work for a physical product based business?
Founder Team
Nasim_Heffl
Jun 10, 2026
A: Yes, Heffl can absolutely work for a physical product-based business! Here's what's supported:
Product catalog — Add all your physical products with names, prices, cost/buy price, SKU, images, and tax rates Quotes & Invoices — Select products from your catalog when building quotes and invoices, with pricing and tax filling in automatically Margin tracking — Track the difference between your...
is it possible to import my previous old CRM data into heffl using MCP via in chat with AI ? even in small batches at a time?
I need all sales record, leads, invoices imported to heffl for the past three years (approximately 1000 leads a year)
How much will it cost me in USD$ for Heffl support to do import all the data for me into Heffl?
Founder Team
Nasim_Heffl
Jun 10, 2026
A: You can easily import your existing data using our **CSV/Excel import system**, and if you need any assistance with the process, our team is happy to help! 😊
Q: Paypal
Is it possible to connect to paypal as a financial service?
Share Heffl
Q: Multiple businesses
With multiple workspaces, each dedicated to a specific business, is it possible for my employees and/or collaborators to access only the workspace relevant to them, while keeping the other businesses private and confidential?
Or would this require purchasing multiple separate deals, each registered with a different email address?
Nasim_Heffl
Jun 10, 2026A: Each workspace is completely separate — data from one workspace is not visible to members of another. So your different businesses are kept private and confidential from each other by default.
When inviting team members, you simply invite them to the specific workspace(s) they need access to. If someone needs access to more than one workspace, they can use the same login and switch between...
Share Heffl
Q: Workspaces 3 or 8
This is something new, a feature that's been added to Tier 4 and 5 plans.
Does this mean you can have 3 or even 8 different independent companies?
And a separate CRM system for each company?
◾ How will it work?
◾ What are the benefits?
◾ What are the limitations?
🤔
For example,
Could I, as an agency, manage CRM systems for my clients?
And thus implement CRM for them and provide support to my clients?
Q: Selling products
Will this work for a physical product based business?
Nasim_Heffl
Jun 10, 2026A: Yes, Heffl can absolutely work for a physical product-based business! Here's what's supported:
Product catalog — Add all your physical products with names, prices, cost/buy price, SKU, images, and tax rates
Quotes & Invoices — Select products from your catalog when building quotes and invoices, with pricing and tax filling in automatically
Margin tracking — Track the difference between your...
Share Heffl
Q: We are currently using multiple apps and would like to switch everything to Heffl...
Switch everything to Heffl... if it can support our workflow under our own branding.
Right now, we use:
PXMO AppSumo, to create customer quotes/proposals like this:
https://book.canadianctmovers.com/proposal/px7xp4uzrw0w
Sinosend AppSumo, to request jobsite photos/videos:
https://share.canadianctmovers.com/z/ofSkBIX
We also use a CRM to email customers and send invoices.
When we connect our...
Hadi.azeez
Jun 10, 2026A: Yes, we have full branding to client portal including custom domain.
Share Heffl
Q: How can o switch over to Heffl
is it possible to import my previous old CRM data into heffl using MCP via in chat with AI ?
even in small batches at a time?
I need all sales record, leads, invoices imported to heffl for the past three years (approximately 1000 leads a year)
How much will it cost me in USD$ for Heffl support to do import all the data for me into Heffl?
Nasim_Heffl
Jun 10, 2026A: You can easily import your existing data using our **CSV/Excel import system**, and if you need any assistance with the process, our team is happy to help! 😊
Share Heffl