Client portal | Heffl | AppSumo

Heffl

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107653279073786034537

Oct 15, 2025

Q: Client portal

Does Heffl have client portal system so that clients can login to upload and sign documents?

Founder Team

Hadi.azeez

Oct 15, 2025

A: Yes, we’re launching the client portal today.

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ikhwanulkurniaPLUS

How to use it? Do you have documentation for this feature?

Related questions

What are the limitations of adding contacts, companies or deals in Tier 1?
i purchased three accounts on tier 5 accounts, can you do VoIP integrations with CallScaler ? they are using Signal Wire as their back end. https://appsumo.com/products/callscaler/ https://callscaler.com/docs/api-reference https://callscaler.com/docs Is it possible to make calls and text inside Heffl CRM Via Callscaler? How can i do VoIP integrations with CallScaler so my sales team does not have to leave the CRM and do everything within one location.
Claude: Heffl is solid: full CRM + proposals/quotes + projects + invoicing + branded client portal, starting at $12/user/mo — but it’s a Dubai-based company explicitly built for UAE/Gulf businesses (Stripe + regional payment integrations like Telr, Zoho Books, Wafeq). Worth flagging since that affects US payment-rail fit. Can you confirm the US/Stripe experience will be just as seamless and robust to US clients as it does to clients in UAE/Gulf states?
I believe you are not set up to make phone calls directly through the app, but will you tie into third-party apps like SmrtPhone?
There is no mention of the number of contacts, leads or companies that we are able to add to tier 1. I would appreciate some clarity on that. Thank you.

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