EPP internalSingle tenantHelix AI CRMDemo data

Today

Sales and delivery work braided together for Billy and B3 in one AI agency operating view.

Sales DNA + Delivery DNA

The handoff is the product.

Helix keeps the selling motion, closed-won handoff, build work, launch, and renewal loop visible without splitting the team across tools.

Open leads

3

Ready for B3 and Billy follow-up

Booked calls

1

From appointment-booker or manual stage moves

Active campaigns

1

Native email, SMS, and voice sequences

Connections

4

QuickBooks, calendars, voice/SMS, ad leads

Billy's workspace calendar

08:30

Rose City Dental discovery prep

call prep

Lead
11:00

QuickBooks invoice review

finance

14:30

PortalForge customer handoff review

delivery

Lead

B3's workspace calendar

09:15

Bridge City Auto follow-up SMS

follow-up

Lead
10:45

Speed to Lead outreach block

campaign

13:00

Willamette Architecture reactivation follow-up

follow-up

Lead

Today's action queue

B3Call

Confirm Rose City Dental discovery agenda

Before 08:30

Open
BillyReview

Approve PortalForge handoff workflow

Today

Open
B3Send

Bridge City Auto estimate follow-up offer

Before lunch

Open

Lead queue

CompanyContactMarketScoresStageSourceNext actionOwner
Rose City Dental Group

Interested in missed-call capture and review follow-up.

Maya Chen

[email protected]

Dental

Portland, OR

GBP 63SEO 58GEO 31

4.6 stars · 118 reviews

Bookedappointment-booker

May 20, 12:53 PM

Prepare discovery call around missed-call capture and review follow-up.

B3
Bridge City Auto Works

Asked online about automating estimate follow-up.

Derek Alvarez

[email protected]

Specialty Auto

Portland, OR

GBP 71SEO 44GEO 28

4.8 stars · 246 reviews

Qualifiedsocial-listener

May 21, 7:53 AM

Send Speed to Lead offer focused on estimate follow-up.

Billy
Willamette Architecture Studio

Migrated from Pavement, ready for lead reactivation follow-up.

Sam Lee

[email protected]

Architecture

Beaverton, OR

GBP 49SEO 62GEO 22

4.4 stars · 32 reviews

Proposalcsv-import

May 22, 7:53 AM

Follow up on lead reactivation proposal and PortalForge handoff.

B3

Campaigns

Portland Speed to Lead Sprint

speed to lead campaign

active
New Opt-InContactedBookedProposalWon

Channel

email_sms

Sent

146

Replies

19

Health: healthy

Missed Call Capture

voice receptionist campaign

draft
SignalContactedDemo BookedProposalWon

Channel

voice_sms

Sent

0

Replies

0

Health: needs config

Activity stream

Booking received

Appointment Booker created a discovery call for Rose City Dental Group.

SMS reply

Bridge City Auto Works asked for Thursday availability.

Twilio call logged

Inbound call matched to Willamette Architecture Studio by phone.

Stage-change automations

Qualified to audit prep email and SMS.

Booked to pause cold sequence and create call prep activity.

Proposal to notify automation-health-monitor for delivery tracking.

Won to mark campaign conversion and stop blasts.