Act I — The pitch
A lead lands in your pipeline
A message on Instagram, a referral, a cold call. You add it once, tag the source, and it moves through your pipeline as the conversation progresses.
AI drafts the proposal
Helium generates a branded, priced proposal from your past work in minutes. You polish it, you send it.
Sent, viewed, signed
They open it, review it, and accept it. The deal moves to Won with every detail attached.
Act II — The client
A portal is born
Winning the deal creates their client portal automatically: your logo, your colors, one link.
Invite sent
A secure link, no password to set up, no account to create.
They sign in
A portal that feels like your business. Proposals, files, invoices, all in one place.
Act III — The work
Progress they can see
Post an update and it appears in their portal. Ask for sign-off and they can approve it there too.
Deliverables, shipped
Drop finished files into the portal. They download from their side.
Invoiced and paid
Raise the invoice, they pay online through Cashfree, and it is marked paid automatically.
What's in the box
- Lead pipeline with source tracking
- AI-assisted proposal drafting
- Kanban project boards with budgets and deadlines
- White-label client portal
- GST-ready, line-item invoicing
- Verified client reviews, collected automatically
Run your whole business this way
The Free plan covers up to 5 clients, no card needed to try it.