WebKitchen.WebKitchen.From first conversation to final payment, keep every client relationship moving.
Helmbase is a client operations platform. It connects clients, proposals, contracts, projects, conversations, files, invoices and payments in one workspace.
It is our own product, built for freelancers and small agencies who manage their work, clients and operations without stitching together disconnected tools.
Client work is usually scattered across a CRM, email, a proposal tool, an e-signature tool, a project manager, an invoice app, messaging and file storage. None of them talk to each other, and the client relationship gets lost in the gaps.
Helmbase follows one connected lifecycle instead: capture the client, win the work, formalise it, start the project, deliver, bill and get paid.
Contact details, notes and a financial summary of what is contracted, invoiced, paid and outstanding.
Surfaces proposals awaiting a reply, contracts awaiting signature and invoices going overdue.
Each client gets a workspace for project progress, documents, invoices and conversations.
Line items, discounts, tax and deposits, with one click to turn an accepted proposal into a contract.
Milestones with deliverables clients can approve or send back, traced to the proposal they came from.
Deposit, milestone and recurring invoices, overdue reminders and a receipt for every payment.
Tell us what you are building. We will help you work out the right approach.