Helix CRM Business Suite – Ignite

Customer Relationship Management (CRM) Core

This module is the foundation of Helix CRM and provides essential tools for managing leads, customers, and sales pipelines.

Features:

- Lead management (capture, nurture, and convert leads).

- Sales automation (deal tracking, follow-ups, pipeline management).

- Contact management (centralized customer database).

- Sales forecasting and reporting.

- Customizable pipelines and workflows.

Invoicing & Billing

This module automates billing processes, tracks payments, and handles client invoicing efficiently.

Features:

- Recurring invoices and billing cycles.

- Integrated payment gateways (PayPal, Stripe, etc.).

- Tax management and multi-currency invoicing.

- Financial reporting and payment tracking.

- Addon: Automated reminders for overdue invoices.

Project Management

Inspired by Perfex’s project management module, this offers comprehensive tools to manage client projects, tasks, and time tracking.

Features:

- Gantt chart view for project progress tracking.

- Task assignments, priority setting, and deadlines.

- Time tracking and billable hours for each task.

- Expense tracking related to projects.

- Milestone creation and project budget tracking.

Helpdesk & Support Ticketing

This module integrates with the CRM for managing customer support queries and automating ticket assignments.

Features:

- Multi-channel ticket submission (email, web forms, chat).

- Auto-assign tickets to specific departments or agents.

- SLA tracking and automated responses.

- Customer self-service portal.

- Addon: Live chat integration for real-time support.

Contracts & Proposals

Create, send, and track contracts or proposals from within the CRM, and automate renewals and signatures.

Features:

- Customizable proposal templates.

- E-signature integration for digital approvals.

- Track contract status and renewals.

- Document management and storage.

- Automated reminders for contract renewals.

HR & Employee Management

A module for managing employee profiles, timesheets, and HR-related tasks.

Features:

- Employee onboarding and profile management.

- Timesheet tracking and attendance management.

- Leave requests and approval workflows.

- Performance tracking and feedback.

- Addon: Payroll management and salary slips generation.

Expense Management

Automatically track, categorize, and bill expenses related to client projects and business operations.

Features:

- Expense tracking with detailed reports.

- Expense assignment to clients or projects.

- Generate billable expenses directly from logged records.

- Multi-currency expense management.

Email & SMS Marketing

A robust marketing automation platform within Helix CRM for running email and SMS campaigns.

Features:

- Email templates and bulk sending capabilities.

- Drip email marketing and lead nurturing campaigns.

- SMS marketing for notifications, promotions, and reminders.

- Detailed campaign analytics (open rates, click rates).

- Addon: Integrate with external email platforms (e.g., Mailchimp).

Client Portal

A secure, personalized client portal for customers to access information, projects, and invoices.

Features:

- Real-time project status updates for clients.

- Access to invoices, proposals, and support tickets.

- Secure document sharing and storage.

- Custom branding for the client interface.

- Addon: Feedback forms and surveys within the portal.

Advanced Reporting & Analytics

Customizable reporting dashboards provide key insights into sales, support, and operational performance.

Features:

- Sales performance reports (deals closed, revenue generated).

- Marketing campaign success analysis.

- Custom reports on expenses, projects, and team performance.

- Financial analytics (profit & loss, tax reports).

- KPI dashboards for quick insights.

Workflow Automation

Automate various business processes, reducing manual work and ensuring consistency.

Features:

- Automate lead nurturing, sales follow-ups, and invoice reminders.

- Workflow builder for custom automations across departments.

- Trigger-based actions (e.g., create tasks after ticket submission).

- Notifications and escalations for important events.

Inventory & Stock Management

Track your product inventory directly from the CRM and link it to your sales and invoicing processes.

Features:

- Real-time inventory tracking for physical products.

- Low-stock alerts and purchase order automation.

- Integration with invoicing and billing for accurate stock updates.

- Addon: Barcode scanner support for managing stock in warehouses.

Calendar & Scheduling

Manage appointments, calls, and tasks within a shared calendar that syncs with your CRM data.

Features:

- Shared calendar for scheduling meetings, tasks, and follow-ups.

- Sync with Google Calendar or Microsoft Outlook.

- Automated reminders for scheduled activities.

- Task management integration for project deadlines.

Integration Options

Helix CRM Business Suite will seamlessly integrate with:

- Accounting tools like QuickBooks, Xero for financial tracking.

- Communication platforms like Slack, Google Workspace, and Zoom for team collaboration.

- Marketing tools like Mailchimp or HubSpot for advanced marketing automation.

- E-commerce platforms like WooCommerce for order management and invoicing integration.

Positioning the Bundle

The Helix CRM Business Suite is designed as a scalable, modular system that grows with your business. This bundle will appeal to SMEs and larger enterprises that need an all-in-one platform to handle sales, marketing, operations, finance, and customer support—allowing seamless collaboration across departments