Close more. Guess less.
Helix is the revenue workspace for modern sales teams — pipeline, leads, customers and forecasting in one surface your reps will actually open every morning.
No credit card · 5 seeded personas · Runs entirely on the mock data layer
Closed revenue
$4.8M
+18.4% vs last period
Open pipeline
$12.9M
+6.1% vs last period
Win rate
42.8%
+3.2pt vs last period
Avg cycle
38d
−4d vs last period
Revenue vs target
114% attainmentPipeline by stage
Trusted by revenue teams at
38%
faster follow-up cycle
Median across pilot accounts
2.4x
more pipeline per rep
After 90 days on Helix
96%
forecast accuracy
Committed vs actual, last 4 quarters
11min
to first insight
From signup to live dashboard
Everything a revenue team touches, in one workspace
Helix replaces the spreadsheet, the pipeline doc and the four browser tabs your reps keep open. One data model, one surface, one source of truth.
Drag-and-drop pipeline
Move deals across stages with keyboard or pointer. Probability, forecast and rotting alerts recalculate instantly.
Live lead scoring
Transparent, explainable scoring on every inbound lead — no black box.
Auto-assignment
Round-robin, load-balanced or territory routing with instant notifications.
Forecast you can defend
Committed, best-case and pipeline coverage against quota, per rep and per team.
Granular RBAC
Five roles, scope-aware permissions — own, team or organization-wide.
Real-time signals
Task reminders, deal alerts and mentions delivered where the work happens.
Full audit trail
Every mutation captured with actor, before/after diff, IP and user agent.
A board that thinks like a sales manager
Stage probability drives the forecast automatically. Deals that stop moving surface as rotting before they slip. Every drag writes an audit entry and an activity event, so the timeline tells the true story of the quarter.
- Weighted forecast recalculated on every move
- Rotting detection per stage with configurable thresholds
- Keyboard-accessible drag with full screen-reader announcements
- Won / lost transitions fire notifications to the deal owner
Open pipeline
$12.9M
Weighted
$5.4M
Rotting
7 deals
Reports your CFO will accept
Not vanity dashboards — the four reports revenue leaders actually run before a board meeting, each exportable in one click.
Sales reports
Revenue by industry, lost-reason analysis and lead-quality cohorts.
Team reports
Quota attainment, win rate and cycle time per team and per rep.
Revenue reports
Won, lost and open value across any window with CSV export.
Conversion reports
Stage-to-stage drop-off and source effectiveness at a glance.
Priced for the team you have today
Every plan includes the full data model. You are never paying to unlock the fields your business already needs.
Starter
For founders running their first pipeline.
$0for 3 seats
- Up to 500 leads
- Single pipeline
- Task management
- Email support
Growth
For teams that have found repeatable motion.
$32per seat / month
- Unlimited leads & deals
- Custom pipelines
- Forecasting & quotas
- Role-based access
- CSV export
Enterprise
For organisations with governance requirements.
Customannual contract
- SSO / SCIM
- Audit log retention
- Custom roles & permissions
- Dedicated CSM
- 99.95% uptime SLA
Your pipeline is already in here.
The demo workspace ships with 220 leads, 150 deals and 26 users across 5 teams — sign in as any role and see exactly what that role can do.