Customer Management

Your clients, perfectly organized

Say goodbye to scattered contact details. Keep all your client data, historical invoices, and ongoing projects in one centralized CRM.

Get Started for Free
Centralized Profiles
Revenue Tracking
Custom Client Rates
Build better client relationships

Heftli provides all the context you need to serve your clients better and bill them accurately.

Unlimited Customers

Store as many clients as you need without hitting arbitrary limits or facing unexpected fees.

Deep History

Instantly view a complete timeline of past projects, invoices, and payments for any client.

Custom Rates

Lock in specialized hourly rates for legacy clients or specific high-value retainers.

International Profiles

Store diverse addresses, default currencies, and tax IDs tailored to global client needs.

Client Analytics

Quickly identify your most profitable clients and see who drives the majority of your revenue.

Project Linking

Group multiple projects under a single umbrella organization for massive enterprise clients.

Use cases

Who manages clients with Heftli

Start managing clients better

Bring your contacts together and gain deep visibility into your customer relationships.

Get Started for Free