Customize Your Own CRM

Leads Management & Goal Tracking

Full leads management through automatic form submissions from website or manual additions by customer rep. Track leads & convert them to a client. Track sales team progress. Auto-import from email, add notes, connect with proposals and attach any relevant files. Leads can be organized in stages. Filter by team member, urgency and status.

Support System

Track and resolve issues quickly. Receive support requests via form, email or manual entry. Support tickets can be filtered by priority and department. All inquiries can have auto responses as well as knowledge base links.

Jobs / Cases/ Projects Management with Milestones

Manage jobs, projects, cases with an intuitive management feature. Add multiple jobs under a single client. Track billing for job. Assign deadlines and the team member responsible.
Track time spent on each item by each team member. Assure time is spent efficiently. Assign multiple team members to a task. Develop milestones and organize tasks in sequential order.
If desired, provide client access to project through client portal.

Proposals & Estimates

Create custom proposals and estimates quickly. Email to client and store in the system. Proposals can include images, tables, videos.
A client has the ability to comment on proposals for seamless negotiation. See if a proposal has been opened, attach files, add comments, reminders and specific tasks relating to the proposal specifics.
Edit draft and redraft proposals. Auto convert accepted estimates & proposals into invoices. Seamless integration with billing and subscriptions.

Invoicing / Contracts / Recurring Billing / Subscriptions & E-Signature

Estimates are created quickly. Once received back from a customer, automatically convert them to an invoice. Create professional invoices. Attach files in PDF format and send them directly to clients.
Recurring billing system integrates with Stripe, Paypal & Authorize.net
Create contracts, store them and send them directly to customers.
E-Signature option available for contacts, estimates and proposals.

Expense Tracking

Track all expenses whether one-time or recurring.
Attach receipts.
Expenses can be billed to a client or project

Receive Payments

Post payments against unpaid invoices.
Accept payments through ACH, credit card or manual entry.
Payment receipt sent to customer.

Reports

Get a clear picture with Helios reporting. Here you can pull reports on income, expenses, leads, etc.
Timesheet reports can show you how long a team member spent on a task. See time spent on a project or customer.
Custom reports can be created for any specific aspect of your business.

Personal To-Do Lists & Doc Sharing

Manage yourself with personal to-do lists. Unfinished and finished items as well as share documents internally with your team.

Task Management

Manage tasks easily through a simple to use dashboard. Assign task status, due dates, tags and priority ratings.
Options to make tasks billable against a client as well as set to repeat.
Tasks can be filtered by month, progress and team member.

Customer Portal

The customer portal is set up automatically when a new client is created.
Invitations can be sent to new clients automatically.
Clients can view job updates, place support requests, view invoices, contracts, estimates as well as upload files securely.
Portal can be custom programmed to offer any specific functionality you may want for your clients.

• On-board customization
  Fields
• Knowledge base