CRM Helper App
Every lead, conversation, deal and renewal in one place your whole team can read.
Pipelines, shared inbox, quotes, automations and revenue reporting — a complete customer record without the enterprise price tag.
- No lead dies in someone's personal inbox
- Quotes go out the same day and get signed online
- A forecast you can actually plan hiring against
from $25.00 CAD / month
This is what CRM looks like
The preview cycles through the real features so you can see the screens, the data and the day-to-day work before you pay for anything.
- No lead dies in someone's personal inbox
- Quotes go out the same day and get signed online
- A forecast you can actually plan hiring against
Runs in any browser on desktop, tablet and phone — nothing to install, updates and backups included in every plan.
New
Quoted
Won
Guided first-run setup
The app asks a few basics up front, then everything is configured the way you work.
No lead dies in someone's personal inbox
Everything inside CRM
Guided first-run setup
The app asks a few basics up front, then everything is configured the way you work.
Contacts and companies
One record per customer with every job, email and invoice attached.
Visual pipelines
Drag deals through custom stages with rot alerts on stale opportunities.
Shared inbox
Email, web forms and SMS in one thread the whole team can see.
Quotes and proposals
Reusable templates with e-signature and instant online payment.
Automations
Trigger follow-ups, tasks and reminders when a deal or field changes.
Lead capture
Web forms, landing pages and call logging that create records instantly.
Campaigns
Segmented email and SMS sequences with open, click and reply tracking.
Tasks and calendar
Assign work, set due dates and sync appointments both ways.
Forecasting
Weighted pipeline value, win rates and per-rep performance.
Customer portal
Let clients approve quotes, view documents and pay from a link.
Custom fields and tags
Model your business without waiting on a developer.
Reporting
Source attribution, lifetime value, churn and revenue by segment.
Built for
- Service businesses juggling leads in a spreadsheet
- Sales teams that need forecasting they trust
- Anyone chasing renewals and repeat customers
Works with
- Gmail and Outlook
- Stripe payments
- Twilio SMS
- Helper Field Booking
- Zapier and webhooks
Plans
Starter
$25.00 /month
3 seats
- Unlimited contacts and companies
- 2 pipelines with custom stages
- Shared inbox and web forms
- Quotes with e-signature
- Task and calendar sync
Growth
$69.00 /month
15 seats
- Everything in Starter
- Unlimited pipelines and custom fields
- Automations and follow-up sequences
- Email and SMS campaigns
- Forecasting and rep performance
- Customer portal with online payment
Scale
$179 /month
35 seats · 50 companies
- Everything in Growth
- Territories, teams and approval rules
- Advanced permissions and audit log
- Revenue attribution and cohort reporting
- API access and webhooks
- Dedicated onboarding and priority support
Questions about CRM
Can I import my existing contacts?
Yes — CSV import with field mapping, and duplicate detection before anything is written.
Do you charge per contact?
No. Contacts are unlimited on every plan; pricing is per seat tier.
Does it connect to the booking app?
Helper Field Booking jobs and invoices appear on the customer record automatically when both are on your account.
Something else? Email apps@the-helper.ca or send us a note.