Leads & Capture
Omnichannel capture from web forms, WhatsApp, email, and ads with instant dedupe, AI scoring, and auto-routing to the right rep.
Sales & Customer Relationship
Helix CRM
Helix CRM
Close faster in the quantum era
A quantum-era, AI-powered CRM that captures, scores, and acts on every lead, deal, and customer signal in nano-seconds — so the right move happens the instant the signal arrives, not the morning after.
Helix unifies sales, marketing, and support around one live 360° view of every customer. AI scores each lead the moment it lands, drafts the next email, and forecasts the quarter in real time, while a nano-second event fabric keeps every pipeline, dashboard, and teammate in sync in under 50 milliseconds. Multi-tenant, B2B-ready, and quantum-ready by design.
Real-time event fabric
AI in the write path
Multi-tenant SaaS
0x
Faster lead follow-up
0%
More conversions
0ms
Pipeline sync latency
1
Unified customer view
0
Leads left unscored
The revenue lag problem
Deals die in the gaps between the signal and the action
Leads sit unscored and unassigned for hours. Reps guess the next move. Forecasts are stale by Monday. Sales, marketing, and support each see a different version of the customer. Every one of those gaps is a lost deal.
Helix removes the lag by putting AI directly in the write path and streaming every change in real time. The instant a signal arrives, it is scored, routed, and turned into a concrete next step — no overnight batch, no stale copy, no "let me check and get back to you."
Before Helix
Web lead lands 9:14pm → sits in a queue → scored by a nightly batch → assigned next morning → first touch 14 hours later. The buyer already replied to a competitor.
With Helix
Same lead lands 9:14pm → AI fit + intent score in milliseconds → auto-routed to the right rep with a reason → drafted first reply waiting. First touch before the tab is even closed.
The quantum-era promise, made concrete: nano-second response isn't a slogan here — it's a real-time event fabric that propagates every deal, score, and forecast change to every board in under 50 milliseconds.
One platform, ten connected modules
Everything a revenue team touches, in one live workspace
Capture, qualify, sell, quote, market, and support — each module shares the same real-time customer graph, so nothing falls between tools.
Contacts & Accounts
A single live 360° view of every person and company, with B2B account hierarchies, buying committees, and enrichment.
Deals & Pipeline
Multi-pipeline kanban with weighted value, AI deal-risk scoring, and next-best-action that propagates to every board in under 50ms.
Quotes, CPQ & Invoicing
Configure-price-quote with discount guardrails, e-signature, invoicing, and payment links — all inside the CRM.
Marketing & Campaigns
Omnichannel campaigns, AI-drafted email automation, dynamic segmentation, and multi-touch revenue attribution.
Workflow & Sequences
A visual rule builder plus multi-step sales cadences, approvals, and SLA escalation that let the CRM do the repetitive work.
Support & Helpdesk
Omnichannel tickets with full account context, SLA timers, AI reply drafting, and CSAT that feeds churn prediction.
Analytics & Forecasting
Real-time dashboards plus an AI forecast with confidence bands, funnel velocity, quota attainment, and churn cohorts.
Telephony & Calls
Click-to-call, recording, live transcription, and conversation intelligence that turns every call into structured, coachable data.
Quantyug AI Engine
The cross-cutting brain: lead scoring, next-best-action, drafting, forecasting, churn prediction, and conversation intelligence — in the write path.
AI-powered, in real time
Capabilities that act the instant a signal lands
Helix doesn't just store your pipeline — it reads it, scores it, and tells every rep the next best move, all recomputed on every change.
Quantyug AI Engine
AI in the write path — not a dashboard you check later
The moment a lead, deal, or ticket changes, the engine reacts: a fit + intent score, a ranked next-best-action, a drafted reply in your tone, and a refreshed forecast. Every action carries a reason, so reps trust it and leaders can audit it.
Lead scoring on ingest — a 0–100 fit + intent score the instant a lead lands, with auto-routing and an attached reason.
Next-best-action — a concrete, ranked next step per record and per rep, drawn from patterns in similar won deals.
Churn prediction & conversation intelligence — support and usage signals raise early alerts; calls are mined for objections and sentiment.
Lead · Meridian Healthscored 42ms ago
83Fit + intent
1
Send drafted intro emailMentions their EHR migration — ready to review & send.
2
Loop in the VP OpsBuying committee gap detected on the account.
3
Book a 20-min demoBest slot: Thu 3pm, matches their timezone.
AI lead scoring on ingest
Every inbound lead gets a fit + intent score (0–100) the instant it lands, then auto-routes to the right rep with a reason attached — no overnight batch.
Nano-second pipeline sync
Drag a deal across a stage and the weighted pipeline, every teammate's board, and the forecast all update in under 50ms over a real-time event fabric.
Next-best-action
A ranked, concrete next step for every record and rep, drawn from the record's history and patterns in similar won deals — powering an AI day planner.
AI email & reply drafting
Context-grounded draft emails and support replies in your tone — review then send — cutting the blank-page tax for 3× faster follow-up.
AI forecasting
A live forecast that blends the weighted view with an AI projection, a confidence band, and the specific deals moving the number — recomputed on every change.
Omnichannel 360° view
Web form, WhatsApp, email, ad, call, ticket, and invoice collapse into one live timeline per contact and account — shared by sales, marketing, and support.
Configure-Price-Quote
Guided product configuration, tiered pricing, discount guardrails with approvals, e-signature, and invoicing — without ever leaving the CRM.
Churn & conversation intelligence
Support and usage signals raise early churn alerts, while calls are transcribed and mined for objections, sentiment, and action items.
Why teams switch to Helix
Outcomes you can measure by the end of the quarter
Follow up 3× faster
AI scoring, instant routing, and one-click drafted replies remove the lag between a signal arriving and a rep acting on it.
Convert more, guess less
Next-best-action and deal-risk scoring guide every rep to the right move, lifting conversion by up to 35% without adding headcount.
One live truth for the team
Sales, marketing, and support share a single 360° customer view that updates in real time — so no one works from a stale copy.
A forecast you can trust
AI + weighted forecasts recompute on every deal change, so leaders see where the quarter is heading in real time — not on Monday.
Scales with you and the era
Multi-tenant microservices on Java 21, PostgreSQL, and RabbitMQ scale horizontally today and are quantum-ready for tomorrow's compute.
Built for the whole revenue org
One CRM, every seat around the customer
From the first inbound form to the renewal — Helix fits the people who capture, close, and keep customers.
B2B sales teamsSMB to enterprise
Inside & field repsSell from anywhere
Sales & RevOps leadersForecast & quota
Marketing teamsCampaigns & attribution
Support & successTickets & retention
Admins & CRM operatorsConfig, roles & data
Architecture & integrations
Quantum-ready engineering under a simple SaaS surface
Helix is multi-tenant SaaS built on horizontally-scaling microservices. A RabbitMQ event fabric carries every change to every subscriber in under 50 milliseconds, so real-time isn't a premium add-on — it's the default.
Connect everything — web forms, WhatsApp, email, ads, telephony/SIP, e-signature, and payment links flow straight onto the customer timeline.
Open by design — REST APIs, webhooks, and SSO/SAML mean Helix drops into your existing stack, not the other way around.
Sell on the move — native iOS & Android apps keep reps' pipeline, calls, and next-best-actions in their pocket.
Stack & integrationsmulti-tenant SaaS
Java 21
PostgreSQL
RabbitMQ event fabric
Microservices
REST & Webhooks
SSO / SAML
WhatsApp
Email & ads
Telephony / SIP
E-signature
Payment links
iOS & Android
0ms
Event latency
0%
Uptime target
0
Real-time sync
More of the quantum suite
Run the rest of the business on the same fabric
Ready when you are
Bring your revenue into the quantum era
See Helix CRM score a live lead, sync a pipeline in under 50ms, and forecast your quarter in real time. Book a demo and we'll tailor it to your funnel.