How it works
One relationship, start to finish.
Seven stages, one connected workflow — the same client record carried from the first conversation through to the final payment.
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.
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.
One relationship. One connected workflow.
Nothing here is seven separate tools stitched together — it's one client record that moves through seven stages, carrying its full context the whole way.
Run your client operation with Helmbase.
Set up your workspace in minutes. Free during early access, no credit card required.