CRM & Sites

One dependable record for every customer and site.

Customer, contact and site information stays connected to the commercial, operational and service history that gives it meaning.

Features

Capabilities supporting this part of the Helix platform.

Customer, contact and site records

Linked quotes, jobs, assets and documents

Searchable operational history

Company-aware access and visibility

Clear navigation between related records

Richer relationship and account insights

Customer segmentation and service opportunities

Integrated communication timelines

Broader import and data-quality tooling

Workflow at a glance

Better context

Fewer duplicate records

More consistent service

Connected domains