How it works

Four steps, from start to paid

HeliumSuite combines your pipeline, projects, invoicing, and client portals into one seamless flow. Here's how a typical project looks from start to finish.

STEP 01~1 min

Add your clients & leads

When a new lead lands in your inbox, add them to your pipeline instantly. Tag their source, set their budget, and keep track of every conversation without dropping the ball.

  • Auto-create client portals
  • Track lead status and value

Clients

Add Client
A

Acme Corp

Karan Mehta

Active
P

Pixel Studio

Priya Patel

Lead
T

TechFlow Inc

Amit Singh

Active
STEP 02~2 mins

Run your projects

Convert a won lead directly into a project. Break down the scope into milestones, track progress on a Kanban board, and share updates directly to their client portal.

  • Shareable project roadmap
  • Internal Kanban views

Active Projects

Doing

2

Brand Redesign

Acme Corp

App UI/UX

TechFlow

Done

1

Landing Page

Pixel Studio

STEP 03~3 mins

Invoice your work

Turn your project milestones into professional invoices in one click. We generate beautifully branded PDFs that your clients can view and pay straight from their portal.

  • Automated invoice generation
  • Connect your payment gateway

Invoice #INV-042

Unpaid
Brand Redesign - Phase 1₹1,50,000
Logo Asset Pack₹25,000
Total Due₹1,75,000
Send to Client
STEP 04Always on

Get paid & track revenue

Sit back and watch the numbers grow. Your dashboard gives you a bird's-eye view of your business health, tracking collected revenue, outstanding balances, and active retainers.

  • Beautiful dashboard charts
  • Automatic payment reminders

Analytics

Revenue Collected

₹42.5L

+12% vs last month
Outstanding

₹6.35L

Active Projects

12

Your first five minutes

What you can accomplish right after signing up for HeliumSuite.

0:30

Add your first client

Import a client or add them manually to generate their portal.

1:30

Create a project

Setup milestones and deliverables for the client.

3:30

Send an invoice

Generate an invoice from the project and send it via email.