Sales Management

No one knows your business better than you do, so you should manage sales your way. Create customizable templates and define your own sales pipeline. Helix makes it easy for organizations with both a traditional and non-traditional pipeline to manage sales, donors, admissions, or whatever else you might throw at it.

Workflow Stages

Tailor your sales pipeline to your organization with Helix’s customizable pipeline stages. Name and order your stages and you are ready to go. You can even associate template data to specific stages, so that only information relevant to that stage appears.

An interface where you can manage your workflows and templates.
An interface where you can customize your sales data.

Customizable

Modify templates, pipeline stages, and the type of information you need to collect to meet your sales needs.

Comments

Communicate with your team and leave comments throughout the sales process to keep everyone up to date. Never be uninformed when that cold sales lead heats up again.

An interface where you can leave comments to track your sales.

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