Helmbase
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Client operations platform

From first conversation to final payment, keep every client relationship moving.

Helmbase connects your clients, proposals, contracts, projects, conversations, files, invoices, and payments in one workspace. No more stitching together disconnected tools.

Start freeSee how Helmbase works

Free during early access. No credit card required.

01 · Capture

02 · Win

03 · Formalize

04 · Start

05 · Deliver

06 · Bill

07 · Get paid

The problem

Your client work shouldn't be scattered across five different tools.

It's not that you lack tools. It's that none of them talk to each other, and the client relationship gets lost in the gaps between them.

CRMEmailProposal toolE-signature toolProject managerInvoice appMessagingFile storage
Lost context between tools
Repeated data entry
Manual handoffs between steps
Too many logins to track one client
Information scattered across systems
Difficult client visibility

Helmbase connects the entire relationship.

One workflow, not seven features

One connected client lifecycle.

01 · Capture

Create the client or prospect and keep the relationship organized.

02 · Win

Create a proposal, get it accepted, and move into contracting.

03 · Formalize

Generate the contract and collect signatures.

04 · Start

Once the required conditions are satisfied, move the work into an active project.

05 · Deliver

Manage projects, milestones, files, conversations, and team activity.

06 · Bill

Create invoices and recurring invoices.

07 · Get paid

Track payments and keep financial activity connected to the client.

Client 360

Know the client. Not just the contact.

Every proposal, contract, project, invoice, file, and conversation stays connected to the client relationship — not scattered across five different tools.

  • Contact info, notes, and currency in one record
  • Full financial summary: contracted, invoiced, paid, outstanding
  • Recent proposals, projects, invoices, and documents at a glance
Explore Client 360
app.helmbase.app/clients/jordan-lee

Jordan Lee

Lee & Co Marketing

Client since Sep 2026

$9,000

Contracted

$6,200

Invoiced

$2,700

Paid

$3,500

Outstanding

OverviewProposalsProjectsInvoicesFiles
Website Redesign & Brand RefreshAccepted
INV-0002 — Design milestoneUnpaid

Command Center

See the business. Take control.

Know what needs your attention before it becomes a problem — milestones ready to invoice, invoices going overdue, and proposals waiting on a reply, surfaced in one view.

  • Proposals awaiting action and contracts awaiting signature
  • Unpaid and overdue invoices, with amounts and clients
  • Pipeline, contracted, invoiced, and collected totals at a glance
Explore Command Center
app.helmbase.app/dashboard

Welcome back, Alex!

Needs your attention

Discovery & strategy — ready to invoice
INV-0004 — $1,400.00 overdueTaylor Brooks

$9,000

Contracted

$8,450

Invoiced

$3,550

Collected

$1,400

Overdue

Client Portal

Give every client their own workspace.

One secure client experience for projects, documents, invoices, conversations, and proposals — so clients stop emailing you for updates.

  • Project progress: contract signed, deposit paid, milestone status
  • Documents and invoices, accessible anytime
  • Approve deliverables and message your team directly from the portal
Explore Client Portal
app.helmbase.app/portal/jordan-lee

Rivera Studio — Client Portal

Jordan Lee

$3,500.00 outstanding
Lee & Co — Website RedesignActive

✓ Contract signed  ✓ Deposit paid  · Milestone 3 of 4 in progress

Needs your input

Interior page templates — deliverable to reviewApprove

Proposals & Contracts

Win the work without breaking the workflow.

Accepted work doesn't disappear into another system. Generate a contract straight from an accepted proposal's scope and pricing — no re-typing anything — then send it for signature.

  • Line items, discounts, tax, deposit percentage, and expiry
  • Clients review and accept publicly, no account required
  • One click turns an accepted proposal into a contract, ready to sign
Explore Proposals & Contracts
app.helmbase.app/proposals/website-redesign

Website Redesign & Brand Refresh

Accepted
Discovery & content strategy$1,200.00
Website design (up to 6 pages)$3,500.00
Development & CMS setup$4,800.00
Discount-$500.00
Total$9,000.00
Generate a contract from this proposal’s scope and pricing, then sign and send it — no need to re-type anything.

Projects

Turn signed work into organized delivery.

Every project traces back to the proposal and contract it came from. Milestones move across statuses your client can see, so status updates stop being a separate task.

  • Milestones with deliverables clients approve or send back
  • Contracted, invoiced, paid, and outstanding, right on the project
  • Invoice a completed milestone in one click
Explore Projects
app.helmbase.app/projects/lee-and-co

Lee & Co — Website Redesign

Active

Origin: Proposal (Website Redesign & Brand Refresh) → Contract (Service Agreement)

Discovery & strategyCompleted
DesignCompleted
DevelopmentIn progress
LaunchPending

Invoicing & Payments

Get paid without losing the context.

Invoices stay linked to the client, project, and milestone they came from. Track what's paid, what's overdue, and what's coming up next, with a receipt generated automatically once payment lands.

  • Deposit invoices, milestone invoices, and recurring billing
  • Automated reminders for anything going overdue
  • A receipt for every paid invoice, tied to the client relationship
Explore Invoicing & Payments
app.helmbase.app/invoices

Invoices

+ New invoice

INV-0004

Taylor Brooks

$1,400.00Overdue

INV-0003

Morgan Chen

$850.00Paid

INV-0002

Jordan Lee

$3,500.00Unpaid

INV-0001

Jordan Lee

$2,700.00Paid

Conversations & Files

Keep the conversation with the work.

Client communication, team discussions, files, and project context stay connected instead of disappearing into disconnected inboxes and folders.

  • A message thread per client, visible to your team and the client
  • Files organized by client, not buried in a shared drive
  • A private team chat for the stuff that isn't client-facing
Explore Conversations & Files
app.helmbase.app/conversations/jordan-lee

Jordan Lee

The homepage mockups look great — approved! When can we look at the interior pages?
Glad you like them! Interior templates are up for review now — check the portal when you get a chance.

Why Helmbase

You don't need another tool. You need fewer of them.

Traditional stack

  • CRM
  • Email
  • Proposal software
  • E-signature software
  • Project manager
  • File storage
  • Messaging
  • Invoicing software
  • Client portal

Helmbase

One connected client operation.

Same relationship, same context, from the first conversation to the final payment.

Who it's for

Built for people who run client work.

Freelancers

Run your freelance business without running five different apps.

Learn more

Consultants

Spend more time delivering expertise and less time managing client operations.

Learn more

Agencies

Keep clients, projects, payments, and your team aligned.

Learn more

Service businesses

Turn client work into a repeatable operating system.

Learn more

How it works

Capture, win, formalize, start, deliver, bill, get paid.

One relationship. One connected workflow, from the first conversation to the final payment.

See the full walkthrough

Early access

Start free. Build your client operation.

Helmbase is in early access — the full platform is free to use, no credit card required.

See pricing details

Founding Member Offer

Build with Helmbase from day one.

Become a Helmbase Founder and get lifetime access to Pro for $299 / NGN 350,000. One payment. No recurring subscription.

Or pay in 2 installments — $149.50 / NGN 175,000 today, $149.50 / NGN 175,000 in 3 weeks.

Become a Founder

Available during the Helmbase launch.

Run your client operation with Helmbase.

Set up your workspace in minutes. Free during early access, no credit card required.

Start free