Helmbase

The client portal for freelancers, agencies & teams

Everything you do for clients, now in one place

Projects, files, contracts, and invoices, shared with clients through a portal they'll actually use, no more digging through email to find the last update.

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Free during early access. No credit card required.

The old way

  • Project updates buried in email threads
  • Files scattered across Drive, Dropbox, and attachments
  • Clients asking "what's the status?" on repeat
  • Chasing invoices manually, one at a time

The Helmbase way

  • One portal link, always up to date
  • Every file, contract, and invoice in one place
  • Clients check status themselves, any time
  • Automated reminders follow up so you don't have to

Meet Helmbase

The client portal built for freelancers, agencies, and teams

Helmbase centralizes every client, project, file, contract, and invoice into one window, with a matching portal your clients get their own view of.

Welcome back, Sam!

4

Clients

4

Active projects

2

Payment pending

1

Overdue invoices

Recent invoicesView all

INV-1041

Nova Creative

$800.00OVERDUE

Built for

Freelancers, agencies, and teams

Freelancers

Run a one-person studio like a real business — a shared home for every client, without the overhead of enterprise tools.

Agencies

Give every client account a portal that reflects well on you, and keep your team aligned on who owes what to whom.

Teams

Bring collaborators onto shared client work without losing track of who's doing what, or CC'ing everyone on every email.

Everything, in one place

Nine tools. One workspace. Zero spreadsheets.

Client portal

One link gives each client their own dashboard: project status, documents, invoices, and a direct line to your team. No more email back-and-forth.

Client CRM

Track every client, project, and deal status in one organized pipeline.

Project board

A drag-and-drop Kanban view of every project, from kickoff to done, that your clients can see too.

Files & folders

Nested folders for every client. Upload, organize, and share files right from the portal.

Client conversations

A dedicated message thread per client, visible on both sides, so nothing gets lost in email.

Contract e-signing

Send contracts with a secure signing link. No separate e-sign tool needed.

Invoicing & reminders

Track invoices and due dates, with automated payment reminders that follow up for you.

Lead prospecting

Source new leads in any city and niche via Google Places, automatically, on your schedule.

AI proposal writer

Draft a personalized outreach email in seconds, tuned to each lead's industry.

How it works

From first contact to paid invoice

01

Fill the pipeline

Add clients directly, or let the prospector source local businesses that need your help, then draft a personalized outreach email with AI in seconds.

02

Win the work

Send contracts out for e-signature, and if a proposal goes quiet, an automated follow-up gives it a gentle, scheduled nudge.

03

Share the portal

Every client gets their own portal: project board, files, contracts, and invoices, always current, without you lifting a finger.

04

Get paid, on autopilot

Invoices go out and automated reminders follow up on unpaid ones, so you stay focused on the work itself.

Give your clients a better front door

Set up your workspace in minutes. Free during early access, no credit card required.

Start free