In Review

Planned

In Progress

Completed

Main Roadmap

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

MAKE Integration

neurestest

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

Integration with Dropbox and Google Drive

Appplus

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

Internal Team and Client Chat option in side the CRM

Kaushal Pandey

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

Woocommerce Integration

davide1677

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.

Chatbot for Answering Client Questions

MacOS Application

Michelle

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.

Find and merge duplicate contacts and customers

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

Accounting Module/Apps

ikhwanulkurniarahman

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.

Chabot on website trained in "how to"

Gregbbb

Have the some sections come back at the to do list of the client. Not sure where the sections are displayed atm<img data-width="100%" data-align="left" data-featurebase-content-key="672a1db2b2eab13be3e13196/post/68fa3838fa61dec5db845de0/019a1169-e550-7d7e-8293-94cd1a98f392/b64u-Q2xlYW5TaG90IDIwMjUtMTAtMjMgYXQgMTYuMTEuMzRAMngucG5n.png" src="https://672a1db2b2eab13be3e13196.featurebase-attachments.com/c/post/68fa3838fa61dec5db845de0/019a1169-e550-7d7e-8293-94cd1a98f392/b64u-Q2xlYW5TaG90IDIwMjUtMTAtMjMgYXQgMTYuMTEuMzRAMngucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260301T230000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260301%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=56d82a909b19e7bafe361a43125e61532b9b8707a3d1289a147b9085ec3e200e" data-featurebase-content-filename="CleanShot 2025-10-23 at 16.11.34@2x.png"><img data-width="100%" data-align="left" data-featurebase-content-key="672a1db2b2eab13be3e13196/post/68fa3838fa61dec5db845de0/019a116a-4674-7bce-9e02-5a63b9d29a13/b64u-Q2xlYW5TaG90IDIwMjUtMTAtMjMgYXQgMTYuMTIuNDFAMngucG5n.png" src="https://672a1db2b2eab13be3e13196.featurebase-attachments.com/c/post/68fa3838fa61dec5db845de0/019a116a-4674-7bce-9e02-5a63b9d29a13/b64u-Q2xlYW5TaG90IDIwMjUtMTAtMjMgYXQgMTYuMTIuNDFAMngucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260301T230000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260301%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e8997554702c3f51126de8b7ead3a096517e20c14c38eacfaa85c8b02b2b4194" data-featurebase-content-filename="CleanShot 2025-10-23 at 16.12.41@2x.png">

Sections on to do list

info

Email marketing

hadiazeez

Multiple currencies

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

German language

Email inbox

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

Client Ticket in Client Portal

ceinsteings

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

White label Option

TidyCal Integration

Like so or similar: DD/MM/YYYYDD-MM-YYYYDD.MM.YYYYMM/DD/YYYYMM-DD-YYYYMM.DD.YYYYYYYY/MM/DDYYYY-MM-DDYYYY.MM.DDYYYY/DD/MMYYYY-DD-MMYYYY.DD.MM

Allow Date Format Change

Paypal

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.

receipt scanning option

Quickbooks

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.

Time Tracking Timers

chad

Would love to be able to change views to kanban under the main task section. Me as the manager of the team wants to swipe tasks and see where things are going. The list like this is not bad but kanban is even better <img data-width="100%" data-align="left" data-featurebase-content-key="672a1db2b2eab13be3e13196/post/690b786f49318d846958b41b/019a54cd-d2ed-7f19-8db2-e0c5e890ba2c/b64u-aW1hZ2UucG5n.png" src="https://672a1db2b2eab13be3e13196.featurebase-attachments.com/c/post/690b786f49318d846958b41b/019a54cd-d2ed-7f19-8db2-e0c5e890ba2c/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260301T230000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260301%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=054e383f19b967c827aa4c18257ce2b64ff07f44b3e9d0c41c8542f2ab0f9014" data-featurebase-content-filename="image.png">

Kanban board on main task section

SMTP

API and Webhooks

GDPR compliance is an essential requirement for all EU companies.

GDPR Complience

Stripe integration

Love the client portal, but one of the main features we need is for a client to be able to see projects and have tasks assigned to them. This will be a major barrier from us adopting fully as our web agency is highly collaborative with the client.

Client Access to Project Management in Portal

Pabbly Integration

Customer portal

Client portal

Potentially add a box to allow creation of an email signature to add on the bottom or import current signature from gmail to allow professional looking emails

Allow Google Email Signatures

On Homepage if you add a 2nd sticky note it duplicates and edits 1st sticky note, they are not separated.

Allow More Than 1 Sticky Note

You can delete triggers and steps but deleting the entire automation is not an option