For agencies
Keep clients, projects, payments, and your team aligned.
More than one person touches a client account. Helmbase keeps everyone looking at the same record, instead of five people with five different versions of what's going on.
What gets in the way
The parts of running client work that shouldn't take this much effort.
Handoffs between account, delivery, and billing lose context
No single view of which clients need attention right now
Team members CC'd on everything just to stay in the loop
Tracking who owes what across a growing client list
How Helmbase fits
One command center across the whole book of business.
Every client's proposals, contracts, projects, and invoices live in one record your whole team can see. Command Center surfaces what needs attention across every account, so nothing depends on one person remembering to check.
Built for this
The parts of Helmbase that matter most here.
What changes
What you get out of it.
- Everyone on the team sees the same client record
- Nothing falls through the cracks at a handoff
- One view of the business instead of five separate ones
Run your client operation with Helmbase.
Set up your workspace in minutes. Free during early access, no credit card required.