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One record, the whole relationship

Everything about a client, without the tab-switching.

A financial summary up top — contracted, invoiced, paid, outstanding — then tabs for proposals, projects, invoices, documents, files, and conversation. No piecing together a relationship from memory and five different logins.

Contact details, notes, and preferred currency in one place
Recent proposals, projects, invoices, and documents at a glance
A single scroll instead of five different tools

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

OverviewTasksProposalsProjectsInvoicesDocuments

Recent proposals

Website Redesign & Brand RefreshAccepted

Recent invoices

INV-0002 — Design milestoneUnpaid

INV-0001 — Deposit (30%)Paid

What's on the record

Everything that touches this client, connected.

Proposals & contracts

Every proposal sent and every contract signed, right on the client record.

Invoices & payments

Contracted, invoiced, paid, and outstanding totals, updated as money moves.

Files

Contracts, deliverables, and reference material organized by client, not a shared drive.

Conversations

The full message thread with this client, in context with everything else.

Projects

Every project this client has run, with status and milestone progress.

Activity history

A record of what happened and when — sent, viewed, signed, paid.

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