> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heffl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What is Heffl?

> Welcome to Heffl - the all-in-one agency management platform

<Frame>
  <img src="https://mintcdn.com/heffl/zFL6_Sz2uzWuE2-_/images/What-is-Heffl---1.png?fit=max&auto=format&n=zFL6_Sz2uzWuE2-_&q=85&s=f0c5c72962b6aeae19e7bb6dbdadd754" alt="What Is Heffl 1" width="1440" height="1080" data-path="images/What-is-Heffl---1.png" />
</Frame>

Whether you are a solo founder or managing a team, Heffl helps you track leads, send quotes and invoices, deliver work, and get paid, all in one place.

Heffl is an all-in-one agency management platform. It brings customer relationship management, sales, projects, field service, and more into one workspace, so you can run your operations without juggling separate tools.

## What can you do with Heffl?

**Track leads and deals** \
Capture leads from forms and other sources, track their status and activity, set follow-up reminders, and convert them into deals. Manage your sales pipeline visually, moving deals through stages without spreadsheets. See [Managing leads](https://docs.heffl.com/managing-leads-adding-editing-and-converting) and [Moving deals between stages](https://docs.heffl.com/moving-deals-between-stages).

**Send quotes and invoices** \
Create professional quotations from templates, auto-fill client details from your CRM, and send them by email or through the client portal. Convert accepted quotes into invoices in one click, and track their status. See [Creating and sending quotations](https://docs.heffl.com/creating-and-sending-quotations).

**Collect payments** \
Record payments, track outstanding balances, and let clients pay online through Stripe or Telr. Set up recurring invoices for clients you bill on a schedule. See [Payments: recording and collecting](https://docs.heffl.com/payments-recording-and-collecting).

**Deliver projects** \
Plan work across your team with projects, tasks, timesheets, and recurring projects, viewable as a board, table, or timeline. See [Introduction to project management in Heffl](https://docs.heffl.com/introduction-to-project-management-in-heffl).

**Work with clients directly** \
Give clients a portal to view their quotes, invoices, and jobs, and to pay online, without contacting your team. See [Setting up the client portal](https://docs.heffl.com/setting-up-the-client-portal).

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  <img src="https://mintcdn.com/heffl/zFL6_Sz2uzWuE2-_/images/What-is-Heffl---2.png?fit=max&auto=format&n=zFL6_Sz2uzWuE2-_&q=85&s=30e1597fbc9c0cdcfa29de1d31a299d4" alt="What Is Heffl 2" width="1440" height="1080" data-path="images/What-is-Heffl---2.png" />
</Frame>

## Getting started

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

<Steps>
  <Step title="Create your account">
    Sign up at [app.heffl.com](https://app.heffl.com) and create your organization.
  </Step>

  <Step title="Invite your team">
    Add team members and assign roles with the right permissions.
  </Step>

  <Step title="Set up your CRM">
    Import contacts, configure deal pipelines, and define lifecycle stages.
  </Step>

  <Step title="Connect your tools">
    Link your email, calendar, and payment gateway in Settings > Integrations.
  </Step>
</Steps>

<Note>
  Need help getting started? Check our [Getting Started guide](https://docs.heffl.com/getting-started/quick-start-guide-5-minute-setup) for a step-by-step walkthrough.
</Note>

## How Heffl is organized

Heffl is built around connected areas that work together. The main ones are:

* **CRM**: leads, deals, companies, and contacts, everything in your sales pipeline
* **Sales and Finance**: quotations, invoices, proforma, payments, products, and recurring invoices
* **Projects**: tasks, timesheets, and recurring work
* **Field Service**: jobs, schedules, and service reports
* **Client Portal**: a secure space for your clients
* **Inbox**: WhatsApp, LinkedIn, and email conversations in one view
* **Wiki**: internal notes and documents
* **Apps**: Forms, Automations, Files, Reports, Templates, and integrations

These connect into a natural workflow: capture a lead, convert it to a deal and send a quote, turn the accepted quote into a project or field service job, then share updates and collect payment through the client portal, with automations handling the repetitive steps along the way.

***

## Who uses Heffl

Heffl is built for service businesses that manage clients, teams, and recurring work:

* **Small and medium businesses** that want one platform for CRM, invoicing, and operations
* **Field service companies** like cleaning, pest control, and maintenance firms that schedule jobs and send teams on site
* **Agencies** managing multiple clients, projects, and deadlines
* **Freelancers** who need a simple way to manage clients, quote, deliver, and get paid

<Frame>
  <img src="https://mintcdn.com/heffl/zFL6_Sz2uzWuE2-_/images/What-is-Heffl---3.png?fit=max&auto=format&n=zFL6_Sz2uzWuE2-_&q=85&s=6a42c98f61fd94cef532a700d5dfef83" alt="What Is Heffl 3" width="1440" height="1080" data-path="images/What-is-Heffl---3.png" />
</Frame>

***

## What's new

Heffl updates regularly. The What's new changelog tracks the latest features and improvements, worth checking after each release.

***

## Ready to get started?

Setting up Heffl takes only a few minutes. See [How to sign up and log in](https://docs.heffl.com/getting-started/how-to-sign-up-and-log-in) to create your account, then the [Quick start guide](https://docs.heffl.com/getting-started/quick-start-guide-5-minute-setup) to find your way around.

***

## What to do next

1. [Sign up and log in](https://heffl.mintlify.app/getting-started/how-to-sign-up-and-log-in#how-to-sign-up-and-log-in) to create your workspace
2. Follow the [quick start guide](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/418bb23c-50e2-46e8-8604-402b02d6027f) to get oriented
3. [Invite your team members](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/e381be99-1a4e-40dc-a4b1-2149feb2778f) and start working

**Work with clients directly** \
Give clients a portal to view their quotes, invoices, and jobs, and to pay online, without contacting your team. See [Setting up the client portal](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/a1a490df-7936-4c16-8a86-ec063e23e64e).

<Steps>
  <Step title="Create your account">
    Sign up at [app.heffl.com](https://app.heffl.com) and create your organization.
  </Step>

  <Step title="Invite your team">
    Add team members and assign roles with the right permissions.
  </Step>

  <Step title="Set up your CRM">
    Import contacts, configure deal pipelines, and define lifecycle stages.
  </Step>

  <Step title="Connect your tools">
    Link your email, calendar, and payment gateway in Settings > Integrations.
  </Step>
</Steps>

Heffl updates regularly. The What's new changelog tracks the latest features and improvements, worth checking after each release.

Setting up Heffl takes only a few minutes. See [How to sign up and log in](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/19d040b4-4bc0-496a-878c-2efeef17fdfe) to create your account, then the [Quick start guide](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/418bb23c-50e2-46e8-8604-402b02d6027f) to find your way around.

1. [Sign up and log in](https://heffl.mintlify.app/getting-started/how-to-sign-up-and-log-in#how-to-sign-up-and-log-in) to create your workspace
2. Follow the [quick start guide](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/418bb23c-50e2-46e8-8604-402b02d6027f) to get oriented
3. [Invite your team members](https://app.mintlify.com/heffl/heffl/editor/Thejas/~/e381be99-1a4e-40dc-a4b1-2149feb2778f) and start working