Internal operations
HelionOps
Organize sales, clients, documents, and full operations in one system.
What you get
- CRM
- Operational ERP when applicable
- Clients
- Leads
- Sales pipeline
- Orders and inventory
- Quotes
- Invoices
- Documents
- Products or services
- Users and permissions
- Basic reports
- Internal processes
- Initial system configuration
- Initial training
What improves
- Operations in Excel
- No sales follow-through
- Duplicated information
- Scattered documents
- Lack of internal control
- Slow processes
This layer is included in Helion Lite, Pro, and Enterprise. If you only need one layer, we can quote a standalone project.