Track deals, leads, and opportunities through stages.
Manage customer data, followups, and lead nurturing.
Generate sales invoices and manage payments from customers.
Create and send sales estimates and proposals to potential clients.
Manage customer orders, track delivery, and process invoices.
Automate sales for subscriptionbased services.
Analyze sales performance through custom reporting tools.
Automate email and SMS campaigns to nurture leads and track performance.
Manage and send email marketing campaigns.
Create forms to capture leads and integrate them directly into the CRM.
Collect customer feedback to enhance marketing strategies.
Manage and track social media posts and campaigns.
Generate marketingspecific performance reports.
Manage product stock levels, warehouses, and reorder points.
Organize and track product catalogs and pricing.
Manage orders from customers, integrated with inventory and billing.
Recurring billing for products and services.
Generate invoices and handle transactions for sold goods or services.
Integrate with POS systems to streamline physical store sales.
Manage customer support requests with an integrated ticketing system.
Manage service contracts, track renewals, and automate contract updates.
Create and track service orders, warranties, and aftersales services.
Provide selfservice support to customers via documentation and FAQs.
Set service level agreements for faster response times.
Automate invoicing, track payments, and integrate with payment gateways.
Automate billing for subscription services.
Track business expenses and allocate them to clients or projects.
Track and allocate costs related to specific projects or clients.
Handle invoicing and expenses in multiple currencies.
Sync with accounting tools like QuickBooks or Xero for financial management.
Manage bulk email marketing campaigns.
Sync incoming and outgoing emails with customer records.
Sync tasks, meetings, and project deadlines with your calendar.
Collaborate with teams through Slack directly from the CRM.
Share and collaborate on documents and files.
Collaborate on tasks with team members, assign and track deadlines.
Track employee profiles, attendance, and performance.
Automate payroll, manage tax deductions, and overtime payments.
Track employee leave requests and approvals.
Manage the hiring and onboarding of new employees.
Track employee working hours and link them to payroll.
Assign tasks to employees and track progress.
Automate contract creation, track expirations, and manage renewals.
Add esignature capabilities to contracts and legal documents.
Store, organize, and version control important legal documents.
Generate reports to ensure compliance with regulations (e.g., GDPR).
Keep track of changes and modifications to critical customer and legal records.
Assign roles and restrict access to sensitive data.
Set up secure webhooks for integrating with other systems.
Connect Perfex CRM with thirdparty apps through APIs for data exchange.
Add an extra layer of security to CRM access.
Automate backups and restore data in case of an emergency.
Track system and user activities for security compliance.
Manage and Track Company Assets with Ease.
Generate real time reports on business performance.
Create custom reports for sales, marketing, and finance metrics.
Use data driven insights to predict future sales.
Track project KPIs and time spent on tasks.
Analyze customer data to improve retention and engagement.
Track business expenses and generate detailed financial reports.
Assign, track, and prioritize tasks with deadlines and milestones.
Visualize project timelines and progress using Gantt charts.
Track billable and nonbillable hours spent on project tasks.
Allocate project budgets and track actual expenses vs. estimates.
Record project related expenses and link them to tasks.
Assign team members to specific projects and track their workload.
Simplify the process to create proposals.
Create interactive, error-free quotes.
A dynamic marketing suite designed to ignite...
A comprehensive general business suite...
A robust manufacturing suite designed to "forge"...
One Platform, Unlimited Possibilities.
Helix CRM is more than just a CRM—it's your complete business suite. Integrate and manage sales, support, and collaboration in one powerful platform.
Stepping away from your computer? No problem. Stay focused on your customers, manage your business, and connect on the go.
With faster access and enhanced security, transform your day-to-day business operations efficiently, right from your desktop.
Work smarter and faster—right from your browser; with ready-to-use browser extensions for your favorite Helix apps.
Stepping away from your computer? No problem. Stay focused on your customers, manage your business, and connect on the go. Lorem Ipsum is simply dummy text of the printing and typesetting industry.
With faster access and enhanced security, transform your day-to-day business operations efficiently, right from your desktop. Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Work smarter and faster—right from your browser; with ready-to-use browser extensions for your favorite Helix apps. Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Our mission is to ensure software development teams can do their best work. So we created Clubhouse to provide the most intuitive and enjoyable project management platform teams actually want to use from project planning to product creation.
Helix Ignite
Helix Synergy
Helix Forge
Dhaka, Kawran Bazar 1201 Metro
bawejkor@duwvude.gov (779) 564-1593
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