Heffl
Heffl is an all-in-one business management platform that combines CRM, proposals, contracts, projects, invoicing, and client portals with AI agents that automate follow-ups, reminders, and administrative busywork. Service-based teams use it to manage the entire client lifecycle—from first lead to final payment—without stitching together separate tools, with AI agents drafting replies and preparing send-ready actions based on context. The platform additionally offers native mobile apps, API and webhook access, and integrations with WhatsApp, Stripe, Telr, QuickBooks, and Zoho Books.
- Artificial Intelligence
- AI Agents
- Enterprise Software
- Financial Technology
- Sales Technology
- Software Only
Funding
Founders
Product
Problem
Service-based businesses often rely on a fragmented stack of disconnected tools to manage leads, proposals, projects, invoices, and client communication. This scatters data, creates manual work, and leads to missed follow-ups and slow payment cycles, making it hard to operate efficiently and keep revenue moving.
Solution
Heffl provides a unified business management platform that consolidates CRM, sales pipelines, proposals, e-signatures, project tracking, time capture, invoicing, and a client portal in one workspace. Embedded AI agents actively reduce manual workload by drafting follow-up emails for quiet deals, preparing overdue invoice reminders, summarizing projects, and routing actions for user review. The platform is built to connect the entire client journey from new lead to final payment, letting teams automate repetitive tasks and focus on high-value work. Integrations with tools like WhatsApp, Stripe, QuickBooks, and Google Workspace ensure data flows seamlessly across the user's existing workflow.
Target Audience
Primary customers are small to mid-sized service-based teams in industries like healthcare, commercial roofing, kitchen wrapping, and other field service businesses that need to streamline client management and back-office operations.
Features
- Agentic AI that drafts context-aware replies, prepares follow-ups for unconverted proposals, sends payment reminders for overdue invoices, and compiles weekly project summaries
- Complete CRM with unlimited contacts, pipelines, deal values, and lead tracking
- Project management with milestones, timesheets, task assignments, and progress tracking
- Proposal and contract tools with polished templates, e-signature capture, legally binding audit trails, and "awaiting signature" status tracking
- Invoicing and finance dashboard showing receivables, payables, cash flow, and overdue amounts, with sync to QuickBooks, Stripe, and Zoho Books
- Client portal that lets clients approve work, make payments, and track project progress independently
- Native mobile apps for iOS and Android, plus API access and webhooks for custom integrations