What is crm & lead pipeline in Helium Suite?
The lead pipeline is where deals live before they're won: a Kanban board with stages from first contact to signed. Every lead carries its source, estimated value, and notes, so you always know what's in flight.
Winning a lead is one click: it converts into a client and can carry straight into a project, with nothing re-typed along the way.
How to use it
Capture the lead
Add a lead with contact details, source, and an estimated deal value.
Move it through stages
Drag it across New, Contacted, Qualified, and Won as the conversation progresses.
Log activity
Note calls, follow-ups, and what was said, right on the lead.
Convert on win
Mark it Won and it becomes a client, ready for a project or proposal.
How it helps you
Nothing falls through
Every open conversation is visible on one board instead of scattered across DMs and email.
Know your numbers
Pipeline value and win rate are visible without building a spreadsheet.
Source tracking
See which channels (referral, Instagram, ads, cold outreach) actually bring in business.
No re-typing
A won lead becomes a client with its details already in place.
Who it's for
Freelancers pitching solo
Tracking a handful of live conversations without losing track of who said what.
Agencies with a sales process
A team working leads at different stages who need one shared view.
Referral-driven businesses
Want to see which relationships and channels are actually converting.
What's included
- Kanban board with New, Contacted, Qualified, Won stages
- Lead source tagging
- Estimated deal value and pipeline totals
- Activity notes per lead
- One-click conversion to client
CRM & Lead Pipeline FAQs
Is the pipeline limited on the Free plan?
No. Leads and the full pipeline are unlimited on every plan, including Free. Client and project limits only apply once a lead converts.
Can I customize the pipeline stages?
The current stages (New, Contacted, Qualified, Won) cover the common freelance and agency sales flow. Custom stages are on the roadmap.
What happens to lost leads?
You can mark a lead as lost without deleting it, keeping the record for reference without it cluttering your active pipeline.
Bring crm & lead pipeline into your workflow
Free to try. Upgrade only once you outgrow it.