CRM
Heffl CRM gives you a complete view of your customer relationships. Track contacts and companies, manage deals through customizable pipelines, capture and qualify leads, and log every interaction.Core features
Contacts & Companies
Store contact details, organize under companies, and track the full relationship history.
Deals
Track sales opportunities through pipeline stages from first touch to closed-won.
Leads
Capture incoming leads, qualify them, and convert them to deals when ready.
Activities
Log calls, meetings, emails, and notes against any CRM record.
How it all connects
Your CRM data is interconnected. A lead can be converted into a deal, which is linked to a contact at a company. Every interaction is logged as an activity, and you can track the full journey from first touch to closed sale.Key concepts
| Concept | Description |
|---|---|
| Contact | An individual person you do business with |
| Company | A business organization. Contacts can belong to a company |
| Deal | A sales opportunity with a value and pipeline stage |
| Lead | An unqualified prospect that hasn’t entered your pipeline yet |
| Pipeline | A series of stages that represent your sales process |
| Lifecycle stage | Where a contact is in their customer journey (e.g., Prospect, Customer) |
| Source | How a lead or deal originated (e.g., Website, Referral) |
| Tag | A label for organizing and filtering records |