Heffl Full Demo – CRM, Projects, Field Service & Finance in One Platform - 2025
Here’s a complete walkthrough of Heffl, the all-in-one platform built to manage your CRM, projects, finances, and field operations — all in one place.
Watch the full demo to understand how teams use Heffl to manage everything from leads to invoices efficiently.
Timestamps:
0:00 – Introduction
0:20 – Dashboards
1:00 – Introduction to CRM
1:34 – Custom Fields
3:06 – Lead Stage Customization
4:16 – Clients and Contacts
5:02 – Deals
5:36 – Lists & Favorites
6:10 – Tags
6:53 – LinkedIn & WhatsApp Inbox
7:34 – Client Portal
8:37 – Email Integration
8:56 – Sales
9:24 – Template Customization
11:01 – Projects
13:28 – Tasks
14:08 – Finances
14:51 – Field Service
16:11 – Reports
Learn more: https://heffl.com