Heffl Reviews

4.7

4.77 stars
4.77 stars
73

Taco ratings

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Heffl has received positive feedback for its seamless integration of CRM, project management, and finance tools, along with its clean interface and strong pipeline management. Customers have also praised the responsive and attentive support team. However, there have been reported minor issues with form customization, occasional delays in support responses, problems with the client portal login, and discontinued LinkedIn integration. Despite these challenges, Heffl remains a solid option for those seeking an all-in-one CRM solution, especially considering the 60-day money-back guarantee.

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Showing 1 - 5 of 73 reviews
yvonne48

Verified purchaser

Deals bought: 23Member since: Dec 2020
3 stars
3 stars
Jun 28, 2026

Great concept but over promises and lacks delivery

I really like the vision of what Heffl is trying to deliver. However, my experience has left a lot to be desired. I've encountered several bugs that have made the platform difficult to use.

For example, the client portal login doesn't work and displays an error instructing users to contact the website owner. Unfortunately, there isn't anything I can do on my end to resolve it. I reported the issue to Heffl, but it has not yet been fixed. The only workaround I've been given is to provide clients with their direct portal link.

Additionally, despite documentation stating that LinkedIn integration is available, it has actually been discontinued and is no longer supported.

I think the platform has a lot of potential, but it still needs some stability improvements and better alignment between its documentation and current functionality.

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oliim
oliimPLUS

Verified purchaser

Deals bought: 83Member since: Nov 2022
2 stars
2 stars
Jun 24, 2026

Looks impressive at first. The more you actually use it, the more falls apart.

This is my first negative review on Appsumo.

Here’s what's driving me to write it: I spent a significant amount of time going through the tool, watched all the tutorials several times, filed bugs, reached out to support multiple times over two weeks (Email, Chat, Discord), and never heard anything substantial back. My chat messages even got erased by them.

At this stage of a product, that's not a good sign.

I'm trusting that this gets resolved with time, but right now it's just not something to confidently put in front of a client.

The first impression is genuinely great. The interface is clean, it looks polished, and I really like it. That's why I went in and even upgraded. But as you move from looking at it to actually using it with real workflows, a lot of things start to come apart, and I don't think you see that from a first impression or a quick demo.

Here's what I found after living in it for 2+ weeks and using it extensively:
- The white label isn't truly white label. I upgraded to a higher tier specifically for this, giving them the benefit of the doubt, and even set up my own SMTP. The emails still don't carry my branding, particularly in the client portal sign-in. For a tool you're meant to put in front of clients, that's a real miss.

- The notification system isn't fully functional. Clients don't reliably get notified of tasks and updates, which defeats the point of a client portal.

- Support grows quiet over time. A scheduled meeting was a no-show on their end. I had a Calendly meeting set up and no one showed. No acknowledgement, no follow up. I had to reach back out myself.
- Support is scattered across too many channels -- email, in-app chat, and Discord, and then asked me to use WhatsApp too. There's no single place to get a straight answer, and nothing gets closed out.

The comms on what each tier covers is a moving target decided on a rolling basis. On AppSumo, all tiers above tier 1 share similar functionality. But in reality Heffl seems to be cherry-picking on the back end: one moment API is allowed in tier 2, the next moment it's not. Then MCP is allowed, then it's not.

*Side note*: giving API access but not MCP is odd as MCP is becoming table stakes these days. Moreover, some of your API functionalities seem limited while MCP works (it signals the API may be abandoned over time). I'm not saying you plan to do this. I'm just telling you that's the perception coming off, and it's not a good one. I've had my fair share of getting burned on AppSumo and I usually shrug it off. For some reason your comms got to me, so forgive me if I'm a bit emotional on this part.

I believe this team works hard and the direction is promising, which is the only reason I'm taking the time to write this. If the white label became real, notifications worked reliably, and support actually closed the loop after quick replies, I'd gladly come back and raise this rating. Right now I'd just temper your expectations and make sure the tool does what you need before you put clients in front of it.

*Some concrete asks to help Heffl team move forward*:
- Transparently clear up the difference between the tiers so people know exactly what they're buying and can choose rightly from the onset.
- Consolidate your support channels into one go-to spot: not email, Discord, chat, and WhatsApp (remember not everyone uses WhatsApp, which should be okay).
- It's not enough to quickly acknowledge someone reaching out. You should have a ticketing system to track and make sure a concern is truly resolved.
- Test the client portal flow end to end.
- Collapse contacts, leads, and companies. Your tutorials mention starting from companies as a first touch, but the existence of contacts remains confusing and doesn't add much value to the UI flow.
- If someone files a bug, acknowledge that you received the report, because this is someone taking time out of their day to help your product improve.
- Finish specific experiences as you currently risk building lots of disparate features that don't fully work.

I suspect some of these are already things you plan or are aware of, but I wanted to give you as much detail and constructive feedback as I could. There are still areas I left out, but I think the bugs I logged may be helpful.

I'm on the fence about keeping this, not because I don't believe in it, but because I need to know someone's actually going to fix the issues, beyond a quick reply.

Fix a few of these core things, don't just promise them for later, and I'll happily stay bought in and update this review.

I'm rooting for you, and I'd rather be writing the five-taco version.

Founder Team
Hadi.azeez

Hadi.azeez

Jun 26, 2026

This is not how I want our users to feel, and this is not how my team and I have worked so far. Something slipped from our end, and I'll own that.

I want to make things right for you. I've already asked my team to look into everything you mentioned here.

I want to support you personally. Mail me at [email protected] or text me on WhatsApp at +971 50 762 2104.

I won't disappoint our users. We are...

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mariusz75

Verified purchaser

Deals bought: 18Member since: Nov 2022
5 stars
5 stars
Jun 22, 2026

This tool is AMAZING

This tool is AMAZING! 🤯😍 I discovered it a few days ago and it's everything I was looking for in one beautiful hub. I hope you continue to grow and gain many clients, because it's a gem.

Founder Team
Hadi.azeez

Hadi.azeez

Jun 23, 2026

Thank you so much for this review :))

Glad you found Heffl, having everything in one beautiful hub is exactly what we set out to build.

We are growing fast and shipping every week, and the exciting part is yet to come. Heffl agent will run most of your business operations soon. We are in the best position to ship this because crm, projects and finance are already in one place.

Join our discord...

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102302755469202188473

Verified purchaser

Deals bought: 12Member since: Dec 2025
5 stars
5 stars
Jun 22, 2026

Game Changer

Where do I even start with this one.

I am Matteo Peveri, CEO at FreshTrack.com, and I have to say it: Heffl is a game changer for us.

Let me tell you the honest story. Before Heffl we tried so many products. Vtiger, Accelo, Capsule CRM, Zoho, Monday... I lost count. Nothing really fitted us. We are a small-medium business trying to grow our own SaaS, and we were always stuck in the middle — between the super complex CRMs that STILL don't do what you need, and the super simple ones that don't do enough. At one point, I gave up completely. We even started building our own internal solution with AI. That is how desperate I was.

Then I came across Heffl. And honestly? I fell in love.

For the first time I felt like there is someone LIKE US behind the product. Real people. People you can actually speak to, that are ready to listen to the real challenges of a business like ours — subscriptions management, central management of team emails, all the stuff that matters when you grow. The onboarding is not the classic stupid onboarding where you talk to some salesman who understands nothing. No. You speak with the developers. With people who can talk roadmap, talk features, talk real. People ready to listen.

For me it was an instant click. Because, like them, we are also a company trying to grow our SaaS. We understand each other. Same mind, same problems.

And the product itself — I can see it is designed by a mind very alike to mine. Super intuitive. You can feel the crazy amount of development they put into it. Yes, sometimes you find a little bug here and there. But you know what? It doesn't matter. Because this is not a stagnant, dead product sitting on a shelf. This is alive. These people move, they build, they LISTEN.

Does Heffl have everything we need right now? No, not yet. But I am confident they will get it done. The enthusiasm, the attitude — it is something rare. You don't find this everywhere.

So if you are a small-medium business, willing to help and to get helped by these guys — this is a no brainer. I am serious.

Grazie ragazzi. You earned this one.

— Matteo Peveri, CEO, FreshTrack.com

Founder Team
Hadi.azeez

Hadi.azeez

Jun 23, 2026

Thank you so much Matteo for this detailed review :))

Honestly this means a lot, your story is exactly why we built Heffl. We have been in the same spot, juggling between complex crms that don't do what you need and simple ones that don't do enough.

That's why everytime someone onboards, you talk to us directly. No sales fluff, just real conversations about your business and how heffl can...

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anantprakash1999

Verified purchaser

Deals bought: 2Member since: Jan 2021
5 stars
5 stars
Jun 17, 2026

This is one of the tool i was planning to have for the past 2 years.

This tool is amazing it is clean and easy to use with a lot of customisations (only if you need them)
i loved the overall ui and ix of the tool.
using it for past 2 weeks
i hope there are no troubles for us using the tool
and i believe if there would be something like that Hadi and the team would be there to help us out
quick note after you buy and set up you can connect with Hadi with any issues you might face to set up!

Founder Team
Hadi.azeez

Hadi.azeez

Jun 23, 2026

Thank you so much for this review :))

Glad to hear Heffl is exactly what you were looking for these past 2 years, that's the best compliment.

We put a lot of thought into the ui and keeping things clean, customisations are there only when you need them. Not overwhelming users is something we care about.

And yes, you can always reach out to me or the team in discord. We are here to help and ship...

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