Skip to main content

​
Welcome to Heffl

Heffl is an all-in-one business management platform that combines CRM, sales, project management, and team collaboration into a single workspace. Whether you’re tracking leads, sending invoices, or managing projects, Heffl keeps everything connected.

​
What can you do with Heffl?

CRM

Manage contacts, companies, deals, and leads with customizable pipelines and lifecycle stages.

Sales

Create quotations, send invoices, track payments, and manage your product catalog.

Projects

Plan projects, assign tasks, set up recurring workflows, and track time.

Automations

Automate repetitive tasks with event-based triggers and multi-step workflows.

Inbox

Manage WhatsApp and LinkedIn conversations in one unified inbox.

Forms

Build custom forms to capture leads and collect data from external users.

Integrations

Connect Gmail, Outlook, Google Calendar, Stripe, Zoho Books, and more.

API Reference

Build custom integrations with the Heffl REST API.

​
Getting started

New to Heffl? Follow these guides to set up your workspace:
1

Create your account

Sign up at app.heffl.com and create your organization.
2

Invite your team

Add team members and assign roles with the right permissions.
3

Set up your CRM

Import contacts, configure deal pipelines, and define lifecycle stages.
4

Connect your tools

Link your email, calendar, and payment gateway in Settings > Integrations.
Need help getting started? Check our Getting Started guide for a step-by-step walkthrough.