What is Helmdeck?

Maintain a comprehensive record of meetings, emails, calls, and internal notes within a single, unified platform. This allows for the seamless storage of both generated and uploaded documents, guaranteeing that the full history of collaboration remains accessible in one convenient spot. Such a system not only boosts your individual productivity but also elevates the quality of service offered to your colleagues. Rather than forcing your organization to adapt to a rigid application, you have the flexibility to implement a tailored solution that aligns with your specific requirements. You can customize the forms to meet your needs while leveraging existing tools for greater efficiency. By centralizing information sharing, the potential for redundancy is drastically minimized. In addition, the ability to tag and categorize data enhances organization, enabling you to specify which details are critical for task completion. The recorded information can also be filtered and compiled into comprehensive reports, providing valuable insights into client preferences. As a result, you'll be able to send out pertinent quotes at the most strategic times. Effectively managing business relationships has become a simpler endeavor, facilitating stronger connections and contributing to overall success. With a more streamlined system in place, not only will your workflow be improved, but you'll also find that collaboration among team members becomes more effective and productive, leading to even greater achievements.

Pricing

Price Starts At:
$27 per month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Helmdeck Screenshot 1

Company Facts

Company Name:
Helmdeck
Date Founded:
2015
Company Location:
Poland
Company Website:
helmdeck.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Helmdeck Categories and Features

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management