Name: Finally found a CRM that actually gets it right
Item: Heffl
Rating: 5
Author: mohitvishwakarma

Group

Software

Marketing & sales

Sub category

Product tag

Best for

Marketing agencies

Small businesses

Solopreneurs

Alternative to

Asana

Monday.com

Pipedrive

Integrations

Calendly

Facebook

Gmail

Outlook

Whatsapp

Operating system

Windows

macOS

Linux

Browser-based

Android

ChromeOS

Features

Allows Existing Accounts

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

Heffl Terms & Conditions

Roadmap

Instagram

YouTube

Blog

Chrome Extension

Thank you, Sumo-lings!

A message from Heffl

Company and product FAQs

<p class=""></p><h4><b>Heffl is a business management tool that lets you manage your customer relationships, projects, and finances all in one place.</b></h4><h4><span style="font-size: 14px;">%(</span><span style="font-size: 14px;">heffl25-vid)</span></h4><p></p><h4 class=""><b style="color:#000000; text-decoration:none">Close more deals with a simple CRM</b></h4><ul><li><b>Capture and convert leads into deals</b>&nbsp;with custom pipelines, task management, and more</li><li><b>Manage all your deals with multiple pipelines</b>&nbsp;for different services or regions</li><li><b>Maintain momentum with tasks, reminders, and notes </b>throughout the sales journey</li><li><b>Find people, deals, and documents fast</b>&nbsp;with global search and quick filters</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
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                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_qS5cRIy_uuid_39952c15-6c82-4ccf-afcd-8e8c23e0e6ac.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_qS5cRIy_uuid_39952c15-6c82-4ccf-afcd-8e8c23e0e6ac.png?width=935&optimizer=gif 850w"
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    </p><h5 class="" style="text-align:center;"><i>Track deal activity and set tasks with a CRM designed to close more deals.</i></h5><h4 class=""><b style="color:#000000; text-decoration:none">Deliver projects on time</b></h4><ul><li><b>Turn won deals into brand new projects </b>with a single click</li><li><b>Plan work with lists or kanban boards</b>&nbsp;and then add assignees, due dates, priorities, files, checklists, and more</li><li><b>Monitor progress by status</b>&nbsp;and see what’s blocked at a glance</li><li><b>Stay organized wit</b>h <b>comments, milestones, and internal deadlines</b></li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Heffl-img-1ece887c-copy-1"
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            <img
                class="story-inline-image z-depth-2"
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                alt="Project management"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_t6D5udQ_uuid_4b94489d-0b84-4368-a27c-dbc1dcbbf1e4.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_t6D5udQ_uuid_4b94489d-0b84-4368-a27c-dbc1dcbbf1e4.png?width=654&optimizer=gif 595w,
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                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
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                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
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    </p><h5 class="" style="text-align:center;"><i>Organize task info from due dates to attachments in one place so you can deliver on time.</i></h5><h4 class=""><b style="color:#000000; text-decoration:none">Keep track of everything in one place</b></h4><ul><li><b>Get access to comprehensive bookkeeping features </b>like estimates and invoices&nbsp;</li><li><b>Send branded proposals and invoices</b>&nbsp;to your customers </li><li><b>Track proposal status from drafted to paid</b>&nbsp;with a clean audit trail of edits and approvals</li><li><b>Generate other documents like contracts, work reports, SOWs, or receipts</b>&nbsp;with dynamic templates</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Heffl-img-89116422-copy-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_xvMZcq3_uuid_af590c28-2f54-4397-8e2d-eba4c49fbf33.png?optimizer=gif"
                alt="Finance dashboard"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_xvMZcq3_uuid_af590c28-2f54-4397-8e2d-eba4c49fbf33.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_xvMZcq3_uuid_af590c28-2f54-4397-8e2d-eba4c49fbf33.png?width=654&optimizer=gif 595w,
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                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
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                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
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    </p><h5 class="" style="text-align:center;"><i>Keep a close eye on cash flow, receivables, expenses, and accounts from one clear dashboard.</i></h5><h4 class=""><b style="color:#000000; text-decoration:none">Offload monotonous, repetitive tasks</b></h4><ul><li><b>Give daily busywork to Heffl </b>to free up time and energy for your team elsewhere</li><li><b>Set user roles and permissions</b>&nbsp;so the right people are always seeing the right data</li><li><b>Design custom fields to match your process</b>&nbsp;and report on what matters most</li></ul><p class="">
        <div
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        >
            <img
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                alt="Automations"
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                width="850" height="500"
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            />
            <svg
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              data-prefix="fas"
              data-icon="search-plus"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
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                  fill="currentColor""
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    </p><h5 class="" style="text-align:center;"><i>Automate tasks like follow-ups to get more work done.</i></h5><p class="">Stop juggling random tools. From lead to cash in one platform, Heffl lets you capture, deliver, and invoice without breaking a sweat. </p><p class="">Level-up your business toolkit.</p><p class=""><b>Get lifetime access to Heffl today!</b></p>

Close more deals, manage projects, and simplify finances with your all-in-one CRM

Run your whole business on one platform

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Finally found a CRM that actually gets it right

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