Works with the tools you already pay for
One client, end to end
Tap through the story. Watch one project move from lead to delivered, without leaving Helium.
Pipeline
4 dealsNew
Priya
Instagram · ₹2.4L
Contacted
Qualified
Won
1 / 8 · tap a step to explore
Turn finished projects into proof
Closed deals become reviews you can actually use, collected from clients, on a page you own.
Collected automatically
When you deliver, Helium asks your client for a review. No chasing.
Genuinely verified
Only clients in their own portal can review, so every rating is verified by definition.
A public page, on us
A clean, shareable page of your reviews hosted by Helium. Send it anywhere.
An embeddable badge
Drop a live review badge on your site. New reviews appear automatically.
Replaces the six tools you're duct-taping together
Most agencies run on a doc editor, a spreadsheet, a payment link, a file drive, and a lot of follow-up email. Helium Suite is one system for the whole cycle.
Leads → invoice
One pipeline, no re-entry between stages.
Client portal
Clients review, approve, and pay without an account.
Payments built in
Cashfree-powered invoicing and subscriptions.
DPDP-ready
Consent records and data-rights requests handled.
Pricing
Start free, upgrade when you're ready. Launch pricing for a limited time.
Free
For getting started
- Up to 5 clients
- Up to 10 projects
- Full leads & CRM pipeline (unlimited leads)
- Invoice generation
- Meetings & reminders
- Basic analytics
What a week actually looks like
No context-switching between five tabs. Each step hands off to the next.
Monday
A lead comes in
Drop it in the pipeline, or bulk-import a list from a spreadsheet. Nothing gets re-typed later.
Tuesday
Proposal out the door
Generate a branded proposal, send it, and the client reviews it in their own portal. No account for them to create.
Thursday
Signed, so it becomes a project
Approval converts the lead into a client and a live project, carrying the scope and pricing across.
Friday
Invoiced and tracked
Invoice from the project, take payment through Cashfree, and set it to recur if it is a retainer.
Questions
Our AI analyzes your past winning proposals, client requirements, and industry best practices to generate tailored proposals in minutes. You can customize every detail before sending.
Yes! Pro and Ultra plans include full white-labeling: custom domain, your logo, brand colors, and custom email templates for all client-facing communications.
We accept all major credit cards, UPI, net banking, and more. All payments are processed securely through Cashfree.
Our Free plan is free forever with up to 10 projects and 5 clients. Pro and Ultra come with a 14-day free trial, no credit card required to start.
Data is encrypted at rest and in transit, with row-level access control so one account never sees another account's data. Our Privacy Notice is structured around India's DPDP Act, 2023.
Security & compliance