Helix CRM Logo ALL-IN-ONE BUSINESS PLATFORM

One Platform.
Unlimited Possibilities.

Helix CRM brings sales, marketing, customer support, finance, projects, collaboration and business operations into one connected platform. Less switching. Less complexity. More control.

  • Quick setup
  • Modular platform
  • Built for growing businesses
Helix Logo Helix CRM Acme Corp Enterprise
Search (Cmd+K) + Quick Create
Dashboard
Leads
Contacts
Sales
Marketing
Service
Finance
Projects
HR & Team
Reports
TOTAL REVENUE
₹8.45M
+18.4% this mo
DEALS WON
128
Target: 140
OPEN PIPELINE
₹2.12M
42 Active Deals
ACTIVE TICKETS
56
SLA: 99.2%
Sales Pipeline Status
Qualified (18 Deals) ₹840K
Proposal Sent (12 Deals) ₹620K
Negotiation (8 Deals) ₹480K
Recent Activities
New lead created • Acme Logistics
Invoice #INV-2041 Paid • ₹1,85,000
Ticket #492 Resolved • SLA met
Contract Signed • Stellar Retail

One system for every team.

Sales Marketing Commerce Service Finance HR Projects Analytics
ALL-IN-ONE BUSINESS PLATFORM

All the tools your business needs.

Helix brings customer management, operations and team collaboration together so your business can run from one shared system.

01. Sales

Manage pipelines, deals, quotations and customer relationships with total visibility.

  • Visual Sales Pipeline & Deals
  • Leads, Contacts & Opportunities
  • Proposals, Estimates & Sales Orders
  • Recurring Payments & Custom Reports

02. Marketing

Run campaigns, automate lead nurturing workflows and track campaign ROI.

  • Automated Marketing Workflows
  • Email Campaigns & Newsletters
  • Lead Capture Forms & Surveys
  • Social Media Integration & Reports

03. Commerce & POS

Sell online and in-store with integrated inventory, orders, and POS syncing.

  • Inventory & Product Catalogs
  • Sales Orders & Subscriptions
  • Invoices, Payments & Checkout
  • Real-time POS Integration

04. Service & Support

Deliver exceptional customer care with ticketing, SLAs and service contracts.

  • Helpdesk Ticketing System
  • Service Management & Contracts
  • Customer Knowledge Base
  • Automated SLA Escalation

05. Finance

Create invoices, track payments, monitor expenses and analyze project profitability.

  • Invoices & Recurring Billing
  • Payment Gateway Integrations
  • Expense Management & Costing
  • Multi-Currency & Accounting Sync

06. Human Resources

Manage employee records, attendance, payroll, leaves and onboarding.

  • Employee Master Database
  • Attendance & Timesheets
  • Automated Payroll Processing
  • Leave & Onboarding Portals

07. Project Management

Plan projects, assign tasks, track time and monitor budgets in real time.

  • Projects & Task Milestones
  • Interactive Gantt Charts
  • Time Tracking & Budgets
  • Resource Allocation

08. BI & Analytics

Gain deep insights with customizable executive dashboards and sales forecasting.

  • Advanced & Custom Reports
  • Predictive Sales Forecasting
  • Project & Expense Analytics
  • Real-time Customer Insights

09. Collaboration

Keep teams synced with email, calendars, documents and Slack messaging.

  • Email & Calendar Integration
  • Shared Workflows & Documents
  • Slack & Communication Channels
  • Task Assignments & Feeds
CONNECTED END-TO-END WORKFLOW

From lead to revenue.
One connected workflow.

Helix connects customer acquisition, project delivery, invoicing and business growth into a single continuous pipeline.

STEP 01

Capture

Lead forms, email imports, social media & web traffic.

Web Lead #L-492
Auto-Captured ✓
STEP 02

Convert

Deal qualification, proposals & follow-up tasks.

Deal: ₹4,50,000
Proposal Sent
STEP 03

Deliver

Projects, service tickets & team tasks.

Project Onboarding
Gantt Milestones
STEP 04

Invoice

Estimates, tax invoices & payment gateways.

Invoice #INV-2041
Paid Online ✓
STEP 05

Grow

Reports, sales forecasting & renewals.

Annual Renewal
+25% Upsell Growth
EXECUTIVE DECISION INTELLIGENCE

See what your business is telling you.

Real-time revenue metrics, pipeline forecasts, project profitability reports, and expense analytics in unified executive dashboards.

Explore Reports
ANNUAL RUN RATE
₹1,02,40,000
PROJECT PROFIT MARGIN
34.2% Net
SALES VELOCITY
14 Days Avg
CUSTOMER RETENTION
96.8% NDR
TAILORED PACKAGE SUITES

Choose a suite built around how you work.

Select the configured application bundle that best matches your team's size and operational focus.

SUITE 01

Helix Ignite

Sales & Marketing Suite

Best for companies focused on customer acquisition, lead management and aggressive revenue growth.

  • Lead Management & Capture
  • Sales Pipeline & Deal Stages
  • Email Marketing & Campaigns
  • Customer Helpdesk & Support
  • Sales Reports & Analytics
Explore Ignite →
POPULAR SUITE

Helix Synergy

Business Collaboration Suite

Best for service-oriented, IT agency, and growing businesses requiring unified project & HR delivery.

  • Full Sales & Quotations
  • Projects & Gantt Milestones
  • HR Master & Payroll Engine
  • Team Collaboration & Tasks
  • Invoicing & Expense Tracking
Explore Synergy
SUITE 03

Helix Forge

Operations & Commerce Suite

Best for enterprises requiring tight control over inventory, POS outlets, finance, and multi-warehouse operations.

  • Inventory & Reorder Management
  • Commerce & POS Integration
  • Finance, Multi-Currency & Accounting
  • Supply Chain Operations
  • Executive BI & Analytics
Explore Forge →
TRANSPARENT PRICING

Simple pricing for growing businesses.

Choose the capacity plan that fits your business stage. Upgrade seamlessly as your team grows.

Starter

Essential CRM & Lead Management
  • CRM Basics & Contacts
  • Sales Pipeline Management
  • Customer Helpdesk
  • Basic Executive Reports
Start Free Trial

Enterprise

Custom Modules & Dedicated Control
  • Advanced Roles & Permissions
  • Commerce & POS Integration
  • REST API & Webhooks
  • Dedicated Account Manager
Talk to Sales →
COMMON QUESTIONS

Questions, answered.

What is Helix CRM?

Helix CRM is an integrated business management platform combining CRM, sales, marketing, customer support, finance, project management, HR, commerce, and business intelligence into one unified workspace.

Is Helix only a traditional CRM?

No. Helix CRM goes far beyond conventional sales CRMs. It provides complete operational modules for finance, inventory, project management, employee payroll, customer support ticketing, and executive analytics.

Can Helix manage inventory and point-of-sale?

Yes. Helix includes stock, multi-warehouse inventory management, product catalogs, subscription billing, and real-time POS store integration.

STREAMLINE OPERATIONS TODAY

Ready to transform how your business works?

Bring your sales, customers, team and operations into one connected platform with Helix CRM.

Quick setup No credit card required Modular architecture
HELIX WORKFLOW ENGINE ● Live Connected
1
Lead Captured
Web form • Acme Corp
✓ Auto-Qualified
2
Deal Won
Proposal Accepted • ₹4,50,000
Stage Changed
3
Project & Tasks
Onboarding • 8 Milestones
Gantt On Track
4
Invoice & Payment
#INV-2041 Paid Online
₹4.5L Credited
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