Sales & CRM
Sales that knows your operations.
Your sales team sees real-time inventory and production capacity. No more promising what you can't deliver. Customer activity, orders, and communications in one unified timeline. Close deals faster with complete context.
Capabilities
Everything you need
Company & Contact Management
Complete customer records with all related activity, orders, and communications.
Visual Pipeline
Drag opportunities through stages. Weighted forecasting. Win/loss analysis.
Lead Scoring
AI scores leads based on engagement, fit, and behavior. Focus on what matters.
Quote-to-Order
Create quotes, convert to orders, track fulfillment. Complete workflow.
Email Integration
Gmail and Outlook sync. All customer emails automatically linked to their record.
Activity Tracking
Log calls, meetings, notes. See complete history for any customer relationship.
Delivery Intelligence
When creating a quote, Helix OS shows real-time inventory availability and production capacity. Promise delivery dates you can actually hit. No more over-promising and under-delivering.
- Quote with confidence
- Reduce delivery delays
- Build customer trust
- Align sales with operations
Delivery Intelligence
Built into Helix OS core
Use Cases
Built for real workflows
Sample Requests
Track sample requests from submission through delivery and feedback collection.
Key Account Management
Complete view of your most important customers: orders, issues, opportunities.
New Business Development
Track leads through qualification, proposal, and closing stages.
See Sales & CRM in action
30 minutes. No slides. Just the product. See how sales & crm can transform your operations.