BUSINESS MANAGEMENT · MODULES

CRM, projects and people — connected to your numbers.

This is helfin's operational side: a contact becomes a quote, the won quote becomes a budget and project, team hours feed the job, then services, goods and payments flow into invoicing and the books. Activate modules as needed, or get them all in helfin Complet.

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ACTIVATE · IN THE APP PER MONTH · CANCEL ANYTIME TRIAL · 30 DAYS

MODULE · CRM

Turn your contacts into jobs.

A sales cockpit: prospects, weighted pipeline, today's actions, and an agenda that becomes a quote, invoice or deposit in one click.

Prospecting board with weighted forecast
Agenda, contacts and activity log
Lead inbox from a public form
An appointment → quote, invoice or receipt

MODULE · PROJECTS

The profitability of every job, live.

For trades and job sites: budget from the won offer, commitments consumed automatically, labour at loaded cost, margin in real time.

Budget from the offer, phases (WBS) and retention
Agenda hours charged to the job
Cost, revenue and margin per project
Forecast through to close

MODULE · BANKING

Your bank, linked to your books.

Automatic statements over EBICS and payments prepared from your entries, with dual control. helfin transmits files, never funds — neither a bank nor a financial intermediary.

Automatic EBICS statements, multi-bank
pain.001 payments with dual approval
Guided reconciliation

Available from January 2027. Until then, import your camt.053 / MT940 statements.

MODULE · TEAM

Your team's planning, linked to the jobs.

A company calendar, hours flowing onto the jobs, and, coming soon, a GPS time-clock on your staff's phones.

Team calendar and per-person layer
Hours → job, in three views
GPS time-clock on the phone (opt-in, coming soon)

MODULE · PAYROLL

Swiss payroll, done properly.

Payslips, annual salary certificate, monthly run — AVS/AC/LPP/AANP/IJM and withholding tax. Certified Swissdec ELM filing is coming.

Payslips and salary certificate
Monthly run, social charges
First 5 employees included in Complet

Soon

helfin in your team's pocket.

The companion app for the field: clock hours, scan a receipt, approve a payment — straight into your encrypted books. In preparation.

Time clock-in (with optional GPS)
Receipt scan and expenses
Notifications and approvals

Multi-seat users (full program access, per-person rights): available today.

See your business, not a generic presentation.

Book a free 30-minute demo, by video or in person. We'll connect CRM, budgets, projects, people and accounting to the way you actually work.

Book a free demo See pricing