Our operations were suffering because our Task Management SaaS was siloed from our CRM activity. I've tried Monday, Asana, and now have been on Clickup for some time now.

When I discovered Heffl... I was so impressed by the simple but powerful UI. Now that I've been moving my activity of not only task mgmt, but client and partner managment, CRM pipeline activities, I'm realizing I'll also be moving over my invoicing process, my field managment and more!

SO WORTH IT. If you're on the fence, just do it. Especially if you're seeing this on App Sumo and it's still available. I purchased the highest level possible (enterprise). The founder, Hadi, has also been extrordinary to talk to, and is open to feature requests, which makes all the difference to me - as I am constantly finding the limitations of software.

I'll end with this, it's worth it.
In the coming weeks, we will be launching a review and interview of Heffl on our Taking Initiative Podcast, so stay tuned to find here soon: https://www.capitolbuildingpartners.com/blog/categories/taking-initiative-podcast