MAKE Integration

Make is automation tool, as powerful as Zapier or Pabbly, but cheaper :-)

Integration with Dropbox and Google Drive

Enable integration with Dropbox and Google Drive to expand storage capacity and securely store client data in the cloud.

MacOS Application

Internal Team and Client Chat option in side the CRM

Please provide option to chat with the designated team members , can attach the file as well as can chat with the client

Woocommerce Integration

Integration with Woocommerce to automatically create customers, orders, invoices, etc. in Heffl.

Find and merge duplicate contacts and customers

A function, that lists duplicate Contacts and Clients. A function that merges selected contacts and customers in this list with selected fields. So that I can decide which fields are adopted from whom.

Chatbot for Answering Client Questions

I would like a chatbot option in Heffl that answers client questions directly on the website and through WhatsApp. The chatbot should be trained using PDFs, Word files, and links to respond based on this information. If it doesn’t find an answer, it should automatically inform the team and offer the client predefined options such as submitting a ticket or other available actions.

Accounting Module/Apps

full-featured accounting module that follows standard accounting practices and can generate comprehensive financial reports such as Profit & Loss, Balance Sheet, Cash Flow Report, and others.

Chabot on website trained in "how to"

Having a chatbot on the website for users (not customers) on how to do x or y would be immensely helpful. It should provide clear guidance on how to do anything.

Sections on to do list

Have the some sections come back at the to do list of the client. Not sure where the sections are displayed atm

Email marketing

Paypal

Time Tracking Timers

It’s great time that you can enter time in Heffl, but would be even better to have a timer that can be started from a task and auto tally time in projects for invoicing. Even better would be a simple mac app /widget that links to Heffl, but even intneral timers in the main app would be aweseome.

receipt scanning option

this would be an amazing add on for the purchase section under expenses etc. similar to the current business card scanning, which is a great add on.

Zapier

Email inbox

SMTP

Multiple currencies

API and Webhooks

White label Option

I hereby request you to please give Whitelabel option in the entire application as well as in the client portal. means Agency / Business can remove the heffl brand and use the application on their own brand , own domain and own logo

Client Ticket in Client Portal

Client Ticket system in Client Portal would be nice. And notified in inbox or something. Or Client message/support box

GDPR Complience

GDPR compliance is an essential requirement for all EU companies.

German language

Please provide German language at least for customer-facing materials, such as invoices and the client portal.

Stripe integration

TidyCal Integration