Heffl
Close more deals, manage projects, and simplify finances with your all-in-one CRM
It’s hard to keep your business running when every single task requires a new platform or tool. (“At this point, my apps have apps.”)
And since you’re navigating a maze of open tabs and windows, it’s only a matter of time before something critical falls through the cracks.
What if you had an all-in-one platform to manage your entire business with powerful CRM, project management, and invoicing systems?
Introducing Heffl.
TL;DR
At-a-glance
Alternative to
Features
Overview
Heffl is a business management tool that lets you manage your customer relationships, projects, and finances all in one place.
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Close more deals with a simple CRM
- Capture and convert leads into deals with custom pipelines, task management, and more
- Manage all your deals with multiple pipelines for different services or regions
- Maintain momentum with tasks, reminders, and notes throughout the sales journey
- Find people, deals, and documents fast with global search and quick filters
Track deal activity and set tasks with a CRM designed to close more deals.
Deliver projects on time
- Turn won deals into brand new projects with a single click
- Plan work with lists or kanban boards and then add assignees, due dates, priorities, files, checklists, and more
- Monitor progress by status and see what’s blocked at a glance
- Stay organized with comments, milestones, and internal deadlines
Organize task info from due dates to attachments in one place so you can deliver on time.
Keep track of everything in one place
- Get access to comprehensive bookkeeping features like estimates and invoices
- Send branded proposals and invoices to your customers
- Track proposal status from drafted to paid with a clean audit trail of edits and approvals
- Generate other documents like contracts, work reports, SOWs, or receipts with dynamic templates
Keep a close eye on cash flow, receivables, expenses, and accounts from one clear dashboard.
Offload monotonous, repetitive tasks
- Give daily busywork to Heffl to free up time and energy for your team elsewhere
- Set user roles and permissions so the right people are always seeing the right data
- Design custom fields to match your process and report on what matters most
Automate tasks like follow-ups to get more work done.
Stop juggling random tools. From lead to cash in one platform, Heffl lets you capture, deliver, and invoice without breaking a sweat.
Level-up your business toolkit.
Get lifetime access to Heffl today!
Plans & features
Deal terms & conditions
- Lifetime access to Heffl
- All future Starter (Tiers 1-2) or Growth (Tiers 3-4) Plan updates
- If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates
- No codes, no stacking—just choose the plan that’s right for you
- You must activate your license within 60 days of purchase
- Ability to upgrade between 4 license tiers while the deal is available
- Ability to downgrade between 4 license tiers within 60 days of purchase
- Only for new Heffl users who do not have existing accounts
- Optional add-on: WhatsApp or Linked inbox for $6/month (purchased directly/separately with Heffl)
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!