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from $19/mo per user
About Heffl
What is Heffl?
Heffl is a unified business management software that combines CRM, project management, time tracking, proposals, and invoicing into a single platform. It replaces the need for multiple disconnected tools, giving small and growing teams one source of truth for clients, sales, projects, and finances.
Who is it for?
Heffl is designed for small to mid-sized teams, freelancers, and agencies that want to streamline their operations without juggling several subscriptions. It's particularly useful for service-based businesses, consultancies, and sales-driven organizations. If you're tired of switching between separate CRM, invoicing, and project tools, Heffl offers a cohesive alternative.
Real use cases
Use Heffl to manage leads and deals through customizable pipelines, track project timelines with Gantt charts, log timesheets for accurate billing, and create professional quotes and invoices with payment links. The client portal lets you share branded documents, and the automation engine helps reduce manual work across all modules.
The problem it solves
Most teams rely on six to eight subscriptions that don't communicate, leading to data silos and wasted time. Heffl brings everything into one platform, so you can track expenses, revenues, and profits in one place. As one user noted, "We now do everything in one place, from managing leads and deals to sending quotes and invoices."
Key features
- CRM & Pipeline Management — Unlimited pipelines, stages, and contacts to organize and track deals effectively.
- Projects & Tasks — Unlimited projects and sub-tasks with Gantt and scheduling views for clear timelines.
- Time Tracking — Track time per project and per worker for accurate billing and productivity insights.
- Quotes, Invoices & POs — Create and send full sales documents with payment links and multi-step approval workflows.
- Automations — Unlimited automations across every module to streamline repetitive tasks.
- Client Portal — Provide a branded portal for every client to share documents and updates.
- API & Webhooks — Connect Heffl to your existing stack for seamless data flow.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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Heffl Pricing
Heffl pricing: from $12/user/mo.
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
Pro Plan (One Plan)
$12/user/month billed annually ($144/user/year) or monthly billing available. Includes everything: CRM & pipeline management, unlimited projects and tasks, time tracking, quotes and invoices with payment links, automations, dashboards, templates, client portal, API & webhooks, and priority support.
All plans include unlimited contacts and pipelines. Users are billed only for staff who log in; inactive users are not counted. Yearly billing saves 14% compared to monthly. Free trial available.
Frequently asked questions
How much does Heffl cost?
Heffl starts at $12 per user per month when billed annually ($144/user/year). Monthly billing is also available, but yearly saves 14%.
Is there a free trial or free plan?
Yes, Heffl offers a free trial. There is no permanently free plan, but the trial lets you explore all features before committing.
What is Heffl used for?
Heffl is an all-in-one business management platform for CRM, project management, time tracking, proposals, and invoicing. It helps teams manage clients, sales, and money in one place.
Who is Heffl best for?
Heffl is best for small to mid-sized businesses, freelancers, and agencies that want to consolidate multiple tools into one affordable platform. It's particularly popular as a Pipedrive alternative.
What are some top alternatives to Heffl?
Popular alternatives include Pipedrive, HubSpot CRM, Asana, and Freshsales. Heffl stands out for its combined CRM + project management + invoicing at a low price point.
Are there any limitations to Heffl?
Heffl is a relatively young platform, so it may lack some advanced features found in specialized tools. However, it's rapidly evolving and offers a highly customizable system to fit many workflows.
