Product
Everything your client operation needs.
Not a bundle of separate tools — one workspace where the client, the work, and the money stay connected.
01
Capture
02
Win
03
Formalize
04
Start
05
Deliver
06
Bill
07
Get paid
01 · Capture
02 · Win
03 · Formalize
04 · Start
05 · Deliver
06 · Bill
07 · Get paid
Organized by workflow
Explore by what you're trying to do.
Client management & Client 360
Every client, one record — contact info, history, and the whole relationship in one place.
ExploreCommand Center
See what needs attention across every client before it becomes a problem.
ExploreProposals & contracts
Win the work with structured pricing, then get it signed without a separate tool.
ExploreProjects
Turn signed work into a shared board with milestones your client can see.
ExploreClient Portal
One secure workspace clients use instead of emailing you for updates.
ExploreInvoicing & payments
Bill, collect, and reconcile, without losing the client context.
ExploreConversations & files
Client and team communication, kept with the work it's about.
ExploreActivity & history
A record of what happened and when, for every client relationship.
ExploreRun your client operation with Helmbase.
Set up your workspace in minutes. Free during early access, no credit card required.