Helix General Business Suite – Synergy

Customer Relationship Management (CRM)

"Manage customer relationships, sales, and interactions effectively" The core CRM module allows businesses to manage leads, customers, and sales pipelines efficiently.

Features:

- Centralized customer database with contact management.

- Sales pipeline tracking with deal stages and forecasts.

- Task and follow-up reminders for better customer engagement.

- Integration with marketing automation and support.

Sales & Order Management

"Drive sales and track orders in real-time" This module helps businesses manage the full sales cycle, from lead generation to closing deals and processing orders.

Features:

- Quote and proposal generation.

- Sales order creation and tracking.

- Real-time sales reporting and forecasting.

- Integration with invoicing for seamless order fulfillment.

Invoicing & Billing

"Effortlessly manage billing and get paid faster" Automate your invoicing process and track payments with ease.

Features:

- Generate professional invoices.

- Recurring billing and subscription management.

- Payment gateway integration (PayPal, Stripe, etc.).

- Automated payment reminders and overdue notifications.

Project Management

"Manage projects, tasks, and resources efficiently" A robust project management module for planning, executing, and tracking projects from start to finish.

Features:

- Task management with priority settings and deadlines.

- Project timelines with Gantt charts and Kanban boards.

- Time tracking for billable and non-billable hours.

- Project budget tracking and expense management.

Human Resource Management (HRM)

"Optimize workforce management and boost employee productivity" This module simplifies HR tasks, from employee management to payroll processing.

Features:

- Employee profile and performance management.

- Time tracking and attendance for accurate payroll.

- Leave management and approval workflows.

- Payroll generation, including bonuses, overtime, and taxes.

Expense Management

"Track and manage business expenses seamlessly" This module helps businesses monitor their spending and bill expenses to clients or projects.

Features:

- Categorized expense tracking for business activities.

- Link expenses to projects, clients, or departments.

- Multi-currency support for global businesses.

- Generate expense reports for financial tracking and budgeting.

Inventory & Stock Management

"Maintain optimal inventory levels and streamline stock management" This module allows businesses to track stock levels and manage procurement efficiently.

Features:

- Real-time inventory tracking with automatic reorder points.

- Supplier management and purchase order generation.

- Stock movement tracking (inbound and outbound).

- Multi-warehouse management for distributed inventory.

Marketing Automation

"Increase engagement with automated marketing campaigns" Run targeted marketing campaigns via email and SMS to increase leads and conversions.

Features:

- Bulk email and SMS campaigns with segmentation.

- Drip email campaigns and automated follow-ups.

- Track campaign performance with open rates and click-through analytics.

- Integration with the CRM for personalized marketing based on customer behavior.

Helpdesk & Customer Support

"Deliver excellent customer support with a built-in helpdesk" Manage customer support requests and provide timely assistance with a ticketing system.

Features:

- Multi-channel support (email, chat, phone).

- Auto-assignment of tickets to appropriate agents.

- SLA tracking to ensure quick response times.

- Custom branding for the client interface.Customer self-service portal for viewing ticket status.

Document Management

"Centralized storage for all business documents" Keep all important business documents organized and easily accessible.

Features:

- Secure storage and management of documents.

- Version control for contracts, proposals, and project files.

- Document sharing within teams and with clients.

- Integration with projects and client profiles for easy access.

Advanced Reporting & Analytics

"Gain actionable insights with real-time data" Custom reports and dashboards provide visibility into key business metrics and performance indicators.

Features:

- Sales, financial, and project performance reports.

- Customizable dashboards for key metrics (KPIs).

- Visual reports with charts and graphs for easy interpretation.

- Export reports to PDF, Excel, or CSV for sharing with stakeholders.

Workflow Automation

"Automate repetitive tasks to boost productivity" This module helps businesses automate routine tasks and ensure smooth operations.

Features:

- Customizable workflows for sales, marketing, and support.

- Trigger-based automation for lead follow-ups, invoice reminders, etc.

- Automated notifications and task creation based on predefined rules.

- Approval workflows for purchase orders, contracts, and project milestones.

Client Portal

"Empower clients with a secure, self-service portal" Allow clients to access their project statuses, invoices, and support tickets from a branded client portal.

Features:

- View invoices, quotes, and proposals.

- Track the progress of ongoing projects.

- Submit and track support tickets.

- Download shared documents securely.

Integration Options

Helix General Business Suite would integrate with:

- Accounting tools like QuickBooks and Xero for financial management.

- Communication platforms like Slack, Microsoft Teams for team collaboration.

- Email platforms like Mailchimp for advanced email marketing campaigns.

- HR platforms for payroll and employee management.

Positioning the Bundle

The Helix General Business Suite is ideal for businesses looking for a comprehensive, scalable platform that can handle every aspect of their operations. With this suite, businesses can streamline their workflows, improve team collaboration, and gain real-time insights into performance, all while maintaining a strong focus on customer relationships and business growth.

This bundle combines the core strengths of Perfex CRM’s features with the modular approach of an all-in-one business suite, making it adaptable for a wide range of industries and business types.