What is client management in Helium Suite?
Client management is the record for every business relationship you're running: one profile that holds contact details, business name, currency, notes, and the complete history of work together.
Because each profile is connected to the rest of Helium Suite, opening a client instantly shows their projects, proposals, invoices, and leads. When a client asks "where are we at?", the answer is one click away, not a search through old emails.
How to use it
Add a client
Create a client with their name, business, contact details, and currency in a few seconds.
Attach their work
Projects, proposals, and invoices you create for them link to their profile automatically.
Open one profile
Whenever you need context, open the client to see everything: projects, invoices, and activity.
Give them a portal
Turn on client portal access so they can see their own side without asking you for updates.
How it helps you
One source of truth
Every detail, project, and invoice for a client sits in one profile, nothing scattered across apps.
Answers in seconds
Recall exactly what you agreed and what is outstanding without digging through old threads.
Search that works
Find any client instantly by name, email, or business, across your whole list.
Stronger relationships
Show up informed on every call, the small thing that earns longer engagements.
Who it's for
Solo freelancers
Juggling several clients at once and tired of hunting through chats to remember details.
Growing agencies
Multiple clients across a team who all need the same, up-to-date picture of each account.
Retainer clients
Long relationships with months of history you cannot hold in your head.
What's included
- Contact and business details, per client
- Currency and notes on every profile
- Per-client project, proposal, and invoice history
- Fast, searchable client list
- Client portal access toggle
Client Management FAQs
Can I import my existing clients?
You can add clients manually in a few seconds each. A bulk-import option is on the roadmap; for now, adding clients as you onboard them keeps history accurate from day one.
Does each client's history update automatically?
Yes. When you create a proposal, raise an invoice, or start a project for a client, it links to their profile automatically, so the timeline stays current without extra data entry.
How many clients can I manage?
The Free plan covers up to 5 clients, Pro up to 30, and Ultra is unlimited. Leads are unlimited on every plan, you only count a client once a lead converts.
Bring client management into your workflow
Free to try. Upgrade only once you outgrow it.