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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Funel.io is an innovative client-management platform specifically tailored for businesses in marketing and sales. It offers a multitude of smart AI tools, including buyer persona creators and a spam checker. The platform is designed to streamline your workflow, from client onboarding to daily updates. Integrating blockchain technology, Funel provides an extra layer of data security. Features like the proposals and invoice creator assist in creating professional and personalized documents for your clients. The real-time updates module facilitates frequent communication between your team and clients. By using Funel, you can focus more on enhancing business-client relationships and less on administrative tasks. Upgrade your business with Funel.io & transform client management.

Description

Helm serves as a comprehensive operating system designed specifically for small business merchants. By integrating websites, booking systems, store orders, customer records, invoicing, follow-ups, and daily operations into a single dashboard, it streamlines various business functions. This platform enables service-oriented merchants to launch customer-friendly websites, manage bookings and inquiries, maintain customer histories, handle invoices and documents, facilitate store and order processes, and prioritize daily tasks—all from one cohesive workspace. Tailored for businesses that are owner-operated or manager-run, Helm seeks to reduce the reliance on multiple disconnected tools without requiring a shift to a marketplace-centric approach. Ultimately, Helm empowers small business owners to enhance their operational efficiency and focus on delivering exceptional customer service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$299
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Funel.io

Founded

2012

Country

United Kingdom

Website

www.funel.io

Vendor Details

Company Name

Khidmat Tech Sdn. Bhd.

Founded

2026

Country

Malaysia

Website

gethelm.asia/

Product Features

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Alternatives

Alternatives

Helm Reviews

Helm

The Linux Foundation