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1. What Is Heffl?
Heffl is an all-in-one business operations platform that combines CRM, project management, and field service management in a single system. It’s designed to help businesses automate quotes, manage teams, track projects, and handle payments from one place.
The platform eliminates the need for multiple disconnected tools. You can manage leads, schedule field teams, track project time, and invoice clients all within Heffl.
What makes it different:
- AI-powered assistant that logs activities and creates tasks from voice commands
- Custom pipelines that adapt to your specific workflow
- Complete financial integration linking timesheets to invoices
- Built-in WhatsApp and LinkedIn communication inboxes
Heffl is based in the UAE and serves businesses across multiple industries including agencies, field service companies, SMEs, and freelancers.
The platform focuses on flexibility rather than forcing you into rigid workflows. I appreciate that it connects the dots between sales, project delivery, and financial tracking in a way most tools don’t.
2. Who Created Heffl?
Their website doesn’t provide detailed information about the founders or the specific team behind Heffl. The company maintains focus on the product rather than showcasing individual leadership.
What we know about the creators:
- Based in the United Arab Emirates
- Contact number: +971 50 762 2104
- Built the platform with a deep understanding of business operations
- Focused on solving real workflow challenges across industries
The team mentions a founder named Hadi who offers friendly demo tours. Their approach emphasizes customer success stories over founder profiles.
Their website features a founder’s journal with articles like “Why I Wanted Our Product to Fail (And Why It Didn’t),” suggesting thoughtful leadership focused on building genuinely useful software.
The platform shows expertise in multiple business domains—CRM, project management, field service operations, and automation. This suggests a team with varied operational experience.
They’ve built partnerships with AppSumo and integrate with major platforms like Zoho, Gmail, and payment gateways.
3. How Much Does Heffl Normally Cost?
Heffl offers flexible pricing based on the modules you need, with a 14-day free trial available:
Starter Plan – Free
- Lead and deal management
- Quote, invoice, and PO/bills
- Single approver quotes
- 5 automation workflows
- 3 dashboards
- 3 templates per document type
- 100 custom fields per object
- 5 minutes AI voice log per call
- Standard support
Growth Plan – Price per user/month (varies by bundle)
- Everything in Starter
- Multi-step quote approval
- Unlimited automation workflows
- Unlimited dashboards and templates
- Unlimited custom fields
- Unlimited AI voice log
- Priority support
Add-On Communication Inboxes:
- WhatsApp Inbox: $30/month (or $6/month for AppSumo users)
- LinkedIn Inbox: $30/month (or $6/month for AppSumo users)
Yearly billing saves 20% compared to monthly. Unlimited contacts and pipelines are included in all plans. No user is charged unless they actively log in.
4. What Are The Benefits Of Using Heffl?
Heffl eliminates the chaos of juggling multiple business tools by consolidating everything into one system.
Operational Efficiency: Stop switching between separate CRM, project management, and invoicing platforms. Everything connects seamlessly, saving hours of data entry and context switching.
Better Financial Visibility: Track project profitability in real-time by connecting timesheets, invoices, and quotes. Know exactly which projects make money before they’re complete.
Key advantages I noticed:
- AI assistant logs activities from voice commands—just speak your updates
- Custom pipelines match your actual workflow instead of forcing rigid stages
- Field teams can create service reports instantly on-site
- WhatsApp and LinkedIn integration keeps client communication in one place
Time Savings: Customers report saving 200+ hours monthly through automation. One business manages 200+ leads daily with improved closing rates.
Scalability: Works for freelancers and scales to agencies managing 15+ remote staff members.
The free starter plan lets small businesses begin without investment, then grow into paid features as needed.
5. What Are The Main Features Of Heffl?
Heffl combines powerful features across three main modules:
CRM Features:
- Lead and deal pipeline management
- Quote and invoice generation in clicks
- Multi-step approval workflows
- Activity tracking (calls, meetings, emails)
- Commission tracking
- Payment links via Telr and Stripe
- Client statements of account
Project Management:
- Custom pipelines for different project types
- Task breakdown and recurring schedules
- Built-in timesheets for tracking billable hours
- Resource allocation and capacity planning
- Project-wise profitability reporting
- File management and document creation
Field Service Management:
- Job scheduling and team assignment
- Daily schedule management
- On-site report generation
- Mobile app for iOS and Android
AI-Powered Automation: Voice-activated AI assistant that logs activities, creates tasks, and suggests next actions automatically.
Integrations: Connects with Zoho Books, Gmail, Outlook, WhatsApp, LinkedIn, Facebook Leads, Calendly, and more.
Advanced Reporting: Unlimited dashboards with custom fields for any data you need.
6. What Companies And Brands Use Heffl?
Heffl showcases several customer success stories across different industries:
Verified customers include:
- Mydbucket Creative Agency – Run by Dilshad, uses Heffl to streamline agency operations
- Adzum Global – Accounting firm led by Anfal managing 15+ remote staff
- Stewart’s Academy – Educational business run by Anas with $50K monthly revenue
- Albanan Pest Control – Field service company operated by Muneeb
Industries served:
- Creative agencies managing multiple client projects
- Accounting and professional services firms
- Educational institutions and training academies
- Pest control and field service businesses
- Construction companies
- Retail operations
- Real estate agencies
The platform serves SMEs, agencies, field service providers, and freelancers. Their customer base includes businesses across the UAE and internationally.
They have partnerships with AppSumo and integrate with major business tools, suggesting a growing user base among entrepreneurs and small businesses.
7. How Have They Benefited From It?
Heffl publishes detailed customer success stories with specific, measurable results:
Mydbucket Creative Agency (Dilshad): Achieved 100% organized operations and 2x higher productivity. The agency streamlined all client work into one system and even made 1+ referrals based on their positive experience.
Adzum Global (Anfal): Successfully manages 15+ remote staff with 100% remote work capability. They’ve achieved zero missed deadlines across all projects by using Heffl as their central operations system.
Stewart’s Academy (Anas): Scaled from managing leads on spreadsheets to handling 200+ leads daily. They grew to $50,000 monthly revenue and improved their closing rate by 20x using automated CRM workflows.
Albanan Pest Control (Muneeb): Saved 200+ hours monthly through automation. They transformed from Excel-based chaos to a fully systematic, 100% digital operation. The company now maintains a 5-star rating through improved service delivery.
Common benefits across customers include better organization, time savings, increased productivity, improved closing rates, and seamless remote team management. The platform helps businesses scale systematically.
8. Does Heffl Come With A Satisfaction Guarantee?
Their website doesn’t mention a specific money-back guarantee or refund policy. However, Heffl reduces risk through several approaches.
14-Day Free Trial: All plans include a free trial with full access to Growth plan features. No credit card required to start, so you can test everything risk-free.
Free Starter Plan: The permanent free plan includes lead management, quotes, invoices, automation workflows, and basic features. You can use Heffl indefinitely without paying.
Flexible Billing: Switch between plans anytime. Upgrades take effect in the next billing cycle, while increased templates and workflows activate instantly.
Pay Only for Active Users: You’re only billed for staff members who actually log in. Inactive users don’t count toward monthly costs, so you never overpay.
Personal Demo Available: Book a free demo with Hadi for a friendly tour before committing. This isn’t a sales pitch—it’s a genuine product walkthrough.
Comprehensive Support: All plans include chat and email support. Growth plan users get priority assistance with faster response times.
I recommend starting with the 14-day trial to test the full system with your actual workflows and team.
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