Helix CRM tracks the people and companies you sell to, from first lead to won deal. It is a focused web app with a drag-and-drop pipeline, activity timelines and sales reports worked out from your own data.
Deals sit as cards in stage columns with a total per column, and dragging a card to another stage logs the move on the deal.
One click turns a lead into an account, a contact and an optional deal, reusing an existing account with the same name.
Emails sent to a webhook address are logged on the matching contact's open deal, or become a new lead when the sender is unknown.
A weighted forecast by stage and close month, win rate and each person's progress against a yearly target.
Email a contact from the CRM with templates and placeholders, and every email is logged as an activity.
You are warned before creating a likely duplicate, and duplicates can be merged onto the older record.
Runs on: Any modern browser, installable on desktop or phone.
Helix CRM is up and running, with access kept private while we polish it. Leave your email and we will let you know when you can use it.