H E L I X

Sales

Sales Pipeline Management

Track deals, leads, and opportunities through stages.

Leads & Contact Management

Manage customer data, followups, and lead nurturing.

Invoicing & Payments

Generate sales invoices and manage payments from customers.

Estimates & Proposals

Create and send sales estimates and proposals to potential clients.

Sales Order Management

Manage customer orders, track delivery, and process invoices.

Recurring Payments

Automate sales for subscriptionbased services.

Custom Reports

Analyze sales performance through custom reporting tools.

Marketing

Marketing Automation

Automate email and SMS campaigns to nurture leads and track performance.

Email Campaigns & Newsletter

Manage and send email marketing campaigns.

Lead Capture Forms

Create forms to capture leads and integrate them directly into the CRM.

Surveys & Feedback Forms

Collect customer feedback to enhance marketing strategies.

Social Media Integration

Manage and track social media posts and campaigns.

Custom Reports Builder

Generate marketingspecific performance reports.

Commerce and POS

Stock & Inventory Management

Manage product stock levels, warehouses, and reorder points.

Product & Service Management

Organize and track product catalogs and pricing.

Sales Order Management

Manage orders from customers, integrated with inventory and billing.

Subscriptions Management

Recurring billing for products and services.

Invoicing & Payments

Generate invoices and handle transactions for sold goods or services.

POS Integration (Addon)

Integrate with POS systems to streamline physical store sales.

Service

Helpdesk & Ticketing

Manage customer support requests with an integrated ticketing system.

Contracts Management

Manage service contracts, track renewals, and automate contract updates.

Service Management

Create and track service orders, warranties, and aftersales services.

Knowledge Base

Provide selfservice support to customers via documentation and FAQs.

SLA Management

Set service level agreements for faster response times.

Finance

Invoicing & Payments

Automate invoicing, track payments, and integrate with payment gateways.

Recurring Payments & Subscriptions

Automate billing for subscription services.

Expenses Management

Track business expenses and allocate them to clients or projects.

Project Costing

Track and allocate costs related to specific projects or clients.

Multicurrency Support

Handle invoicing and expenses in multiple currencies.

Accounting Integration

Sync with accounting tools like QuickBooks or Xero for financial management.

Email and Collaboration

Email Campaigns

Manage bulk email marketing campaigns.

Email Integration

Sync incoming and outgoing emails with customer records.

Calendar & Event Management

Sync tasks, meetings, and project deadlines with your calendar.

Slack Integration

Collaborate with teams through Slack directly from the CRM.

Document Management

Share and collaborate on documents and files.

Task Assignments

Collaborate on tasks with team members, assign and track deadlines.

Human Resources

HR Management

Track employee profiles, attendance, and performance.

Payroll Management

Automate payroll, manage tax deductions, and overtime payments.

Leave Management

Track employee leave requests and approvals.

Employee Onboarding

Manage the hiring and onboarding of new employees.

Timesheet & Attendance

Track employee working hours and link them to payroll.

Task Management

Assign tasks to employees and track progress.

Legal

Contracts Management

Automate contract creation, track expirations, and manage renewals.

Digital Signature Integration

Add esignature capabilities to contracts and legal documents.

Document Management

Store, organize, and version control important legal documents.

Compliance Reporting

Generate reports to ensure compliance with regulations (e.g., GDPR).

Audit Logs

Keep track of changes and modifications to critical customer and legal records.

Security and IT Management

Access Control & Roles Management

Assign roles and restrict access to sensitive data.

Webhooks Integration

Set up secure webhooks for integrating with other systems.

API Integration

Connect Perfex CRM with thirdparty apps through APIs for data exchange.

TwoFactor Authentication (Addon)

Add an extra layer of security to CRM access.

Backups & Data Recovery

Automate backups and restore data in case of an emergency.

Audit Logs

Track system and user activities for security compliance.

Asset Management

Manage and Track Company Assets with Ease.

BI and Analytics

Advanced Reporting & Analytics

Generate real time reports on business performance.

Custom Reports Builder

Create custom reports for sales, marketing, and finance metrics.

Sales Forecasting

Use data driven insights to predict future sales.

Project Performance Analytics

Track project KPIs and time spent on tasks.

Customer Insights

Analyze customer data to improve retention and engagement.

Expense Reporting

Track business expenses and generate detailed financial reports.

Project Management

Task Management

Assign, track, and prioritize tasks with deadlines and milestones.

Gantt Charts

Visualize project timelines and progress using Gantt charts.

Time Tracking

Track billable and nonbillable hours spent on project tasks.

Project Budgeting

Allocate project budgets and track actual expenses vs. estimates.

Expense Tracking

Record project related expenses and link them to tasks.

Resource Management

Assign team members to specific projects and track their workload.

Developer Platforms

Contracts

Simplify the process to create proposals.

Proposal

Create interactive, error-free quotes.

eSignature

Create interactive, error-free quotes.

Suites

Helix Ignite

A dynamic marketing suite designed to ignite...

Helix Synergy

A comprehensive general business suite...

Helix Forge

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.

Learn More About Our Suite

Mobile Apps

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Desktop Apps

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.

Browser Extensions

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.

Sales

Sales Pipeline Management

Track deals, leads, and opportunities through stages.

Leads & Contact Management

Manage customer data, followups, and lead nurturing.

Invoicing & Payments

Generate sales invoices and manage payments from customers.

Estimates & Proposals

Create and send sales estimates and proposals to potential clients.

Sales Order Management

Manage customer orders, track delivery, and process invoices.

Recurring Payments

Automate sales for subscriptionbased services.

Custom Reports

Analyze sales performance through custom reporting tools.

Marketing

Marketing Automation

Automate email and SMS campaigns to nurture leads and track performance.

Email Campaigns & Newsletter

Manage and send email marketing campaigns.

Lead Capture Forms

Create forms to capture leads and integrate them directly into the CRM.

Surveys & Feedback Forms

Collect customer feedback to enhance marketing strategies.

Social Media Integration

Manage and track social media posts and campaigns.

Custom Reports Builder

Generate marketingspecific performance reports.

Commerce and POS

Stock & Inventory Management

Manage product stock levels, warehouses, and reorder points.

Product & Service Management

Organize and track product catalogs and pricing.

Sales Order Management

Manage orders from customers, integrated with inventory and billing.

Subscriptions Management

Recurring billing for products and services.

Invoicing & Payments

Generate invoices and handle transactions for sold goods or services.

POS Integration (Addon)

Integrate with POS systems to streamline physical store sales.

Service

Helpdesk & Ticketing

Manage customer support requests with an integrated ticketing system.

Contracts Management

Manage service contracts, track renewals, and automate contract updates.

Service Management

Create and track service orders, warranties, and aftersales services.

Knowledge Base

Provide selfservice support to customers via documentation and FAQs.

SLA Management

Set service level agreements for faster response times.

Finance

Invoicing & Payments

Automate invoicing, track payments, and integrate with payment gateways.

Recurring Payments & Subscriptions

Automate billing for subscription services.

Expenses Management

Track business expenses and allocate them to clients or projects.

Project Costing

Track and allocate costs related to specific projects or clients.

Multicurrency Support

Handle invoicing and expenses in multiple currencies.

Accounting Integration

Sync with accounting tools like QuickBooks or Xero for financial management.

Email and Collaboration

Email Campaigns

Manage bulk email marketing campaigns.

Email Integration

Sync incoming and outgoing emails with customer records.

Calendar & Event Management

Sync tasks, meetings, and project deadlines with your calendar.

Slack Integration

Collaborate with teams through Slack directly from the CRM.

Document Management

Share and collaborate on documents and files.

Task Assignments

Collaborate on tasks with team members, assign and track deadlines.

Human Resources

HR Management

Track employee profiles, attendance, and performance.

Payroll Management

Automate payroll, manage tax deductions, and overtime payments.

Leave Management

Track employee leave requests and approvals.

Employee Onboarding

Manage the hiring and onboarding of new employees.

Timesheet & Attendance

Track employee working hours and link them to payroll.

Task Management

Assign tasks to employees and track progress.

Legal

Contracts Management

Automate contract creation, track expirations, and manage renewals.

Digital Signature Integration

Add esignature capabilities to contracts and legal documents.

Document Management

Store, organize, and version control important legal documents.

Compliance Reporting

Generate reports to ensure compliance with regulations (e.g., GDPR).

Audit Logs

Keep track of changes and modifications to critical customer and legal records.

Security and IT Management

Access Control & Roles Management

Assign roles and restrict access to sensitive data.

Webhooks Integration

Set up secure webhooks for integrating with other systems.

API Integration

Connect Perfex CRM with thirdparty apps through APIs for data exchange.

TwoFactor Authentication (Addon)

Add an extra layer of security to CRM access.

Backups & Data Recovery

Automate backups and restore data in case of an emergency.

Audit Logs

Track system and user activities for security compliance.

Asset Management

Manage and Track Company Assets with Ease.

BI and Analytics

Advanced Reporting & Analytics

Generate real time reports on business performance.

Custom Reports Builder

Create custom reports for sales, marketing, and finance metrics.

Sales Forecasting

Use data driven insights to predict future sales.

Project Performance Analytics

Track project KPIs and time spent on tasks.

Customer Insights

Analyze customer data to improve retention and engagement.

Expense Reporting

Track business expenses and generate detailed financial reports.

Project Management

Task Management

Assign, track, and prioritize tasks with deadlines and milestones.

Gantt Charts

Visualize project timelines and progress using Gantt charts.

Time Tracking

Track billable and nonbillable hours spent on project tasks.

Project Budgeting

Allocate project budgets and track actual expenses vs. estimates.

Expense Tracking

Record project related expenses and link them to tasks.

Resource Management

Assign team members to specific projects and track their workload.

Developer Platforms

Contracts

Simplify the process to create proposals.

Proposal

Create interactive, error-free quotes.

eSignature

Create interactive, error-free quotes.

Suites

Helix Ignite

A dynamic marketing suite designed to ignite...

Helix Synergy

A comprehensive general business suite...

Helix Forge

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.

Learn More About Our Suite

Mobile 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.

Desktop Apps

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.

Browser Extensions

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.