01
Capture
- Website and landing page forms
- Phone calls added by hand
- Source recorded on every request
- Alert the moment one arrives
Nobody falls through.
Every request from the site, the phone or a referral lands in the same list with a clear next step.
Start a project
1List for every enquiry
4Stages, start to close
100%History kept
Exactly what gets built.
02
Status
- New, contacted, in progress, closed
- Owner assigned to each request
- Next action with a date
- Nothing sits untouched for days
03
History
- Notes from every conversation
- Quotes, appointments and invoices linked
- Files and photos attached
- Full timeline on one card
04
Reporting
- Requests per month
- Where they came from
- Response time
- Closed versus lost
It starts on the website.
The pages are built so the request is easy to send and impossible to misplace.
Get started
How it goes live.
01
helm. defines your stages and owners.
02
helm. connects every form to the list.
03
helm. turns on alerts and reports.
04
You work the list instead of your inbox.