Inside Helix
Helix: the control panel for your sales.
Helix is one of the ten systems, and this is the screen you open: the leads, the numbers, the campaigns and the rules. Underneath it sits the record every other system writes to.
Every number and lead in the shots below is sample data.
Leads console
Every lead’s stage and score, with the reason shown.
One state per lead on a business-hours clock, and a score that decays unless the customer acts, with the reason written on the chip.
mana.clikin.ai · LeadsSample data
Leads
128 in the workspace · 9 need action right now
Needs action9oldest waiting 3 h
Hot19score 75+
Warm37score 45–74
Meetings today64 confirmed
First touch p5041mp90 3.2 h
Why this lead is 82
The reason, written on the chip
Replied twice, unprompted
Asked for the payment plan
Requested a visit · 2 d ago
−6 decay · no touch in 3 h
RM pulse
One state per lead, on a business-hours clock
Swipe to explore the console
Time to first touch
p50 → p90 per RM
Customer inboxWhatsApp, voice and email in one thread per buyer.
Lead actionsCall, message or hold a slot without leaving the record.
Automation rulesQuiet hours, cadences, routing and approval points.
Contacts DB & CRM mastersProjects, inventory, stages and RM ownership, configured to how you sell.
Lead Genie
Ask about your leads in plain English.
A sentence first, then the right chart. Names and phone numbers are taken out before the AI sees the data. The question becomes a query against your own data warehouse.
Five starter groups, twenty questionsVolume · sources · pipeline · team speed · automation health
Sentence first, then the right chartstat tile · ranked bars · columns · pivot · table, chosen to fit the answer
Pin it, export it, dig furtherPin to My dashboard, take the CSV, or open the same slice in Lead Analytics
It clarifies instead of guessing“Site visits”: booked, or completed? RMs get their own five groups inside ClikWork.
Lead GenieAI
Where are my leads coming from this month?
Meta is 54% of your leads and 61% of your site visits. Website is small but converts best per lead.
MetaGoogleWebsiteWhatsApp
TableCSVPin to My dashboardOpen in Lead Analytics
Lead Analytics
Live lead numbers, with views you can pin.
A stage change shows about two seconds after your CRM writes it. Any view you build can be pinned.
mana.clikin.ai · Lead AnalyticsSample data
Lead Analytics
Last 28 days · all projects
Leads128+18% vs prev
Qualified4938% of leads
Site visits15+4 vs prev
Cost per visit₹24K−19% vs prev
Funnel · reached stage
First time each stage was reached · leads with inferred dates excluded per step
New128
Engaged91
Qualified49
Canvas booked23
Site visit15
New→Engaged 41 min / 3.2 h
Engaged→Qualified 1.4 d / 4 d
Qualified→Canvas 2.1 d / 6 d
Canvas→Visit 3 d / 9 d
Leads by source
Build a view
28 dimensions × 126 measures
Source×Week→Site visits
Pin to My dashboard
Swipe to explore the console
Live
Live updates
A stage change shows here about two seconds after the CRM writes it. “Live paused” after 60 s.
A stage change shows here about two seconds after the CRM writes it. “Live paused” after 60 s.
Campaign intelligence
What each campaign spent, per site visit.
Meta and Google campaigns matched to your CRM leads, so you see the cost of each site visit.
Build campaigns in the consoleFive steps for Meta and Google Search. The budget and the go-live stay your call.
Recommendations that say where they came fromProven · Observed · Benchmark · Test.
Attribution health, stated honestlyHow much spend we can actually explain: by campaign id, by UTM, by click id.
Campaigns
Meta · last 30 days · matched to CRM outcomes
Cost per site visit
Spend ÷ visits booked in the CRM
Attribution health
How much spend we can explain
Fed back to the platform
Each lead’s value at 48 hours, then the meetings and bookings that follow, returned to Meta and Google, so optimisation targets buyers instead of form fills
lead valueCanvas donemeeting donebooked
The data layer
Five fields describe each lead, and each keeps its history.
Each lead has five separate fields, and every change to each one is recorded.
The lead’s fieldsEach field keeps its own history, so the funnel is accurate.
One warehouseEveryone reads the same number.
1
Signals incampaign events · WhatsApp threads · voice transcripts · visit outcomes · bookings
2
The data warehouseevery event, conversation and outcome, queryable in one place
3
Intelligence outlive dashboards · lead scoring · attribution · cohort analytics
Roles and accessWho can see and do what.
Admin
Company sign-in · all leads, assignment, environment controls
Sales Manager
OTP sign-in · the desk, site-visit execution and review
Relationship Manager
ClikWork only · their own assigned book, phone-free projection
Audit and governanceEvery change is logged, and rules set the limits.
Every change is versioned
Canonical value history records what moved, when, and what moved it: an agent, a rule or a person.
Policy is part of the workflow
Quiet hours, channel limits, escalation thresholds, approval points and one template per lead.
Nothing is sent that is not on the map. One row, one template, and anyone can read the whole system.
See Helix running on your own projects.
Four weeks from connect to launch. The panel, the AI Brain, the RM app and the data warehouse, set up the way you already sell.