HELIX London

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Total Leads

0

New

0

Contacted

0

Called

0

Quoted

0

Won 🎉

Pipeline

■ New ■ Contacted ■ Called ■ Quoted ■ Won ■ Lost

Recent Leads

No leads yet.

Activity

Activity appears here as your team works leads.

Quick Actions

Find UK Businesses — No Website, Has Reviews

Borough

Type

Min Reviews

Live Google Maps Searches

Open each search → filter "No website" in the Google Maps sidebar to verify real leads.

Generated Leads

🎯

Ready to generate

Set filters above and click Generate.

Weekly Lead Import

Every week, paste new leads below or drop a CSV file to add them to the CRM. Duplicates are automatically skipped.

📂

Drop a CSV file here
or click to browse
Format: Name, Type, Borough, Email, Phone, Reviews, Rating

— or paste data manually —

Paste CSV rows (one per line)

CSV Template

Use this column order when preparing your weekly import file:

Name, Type, Borough, Email, Phone, Reviews, Rating, Notes

Import Log

Import history will appear here after each weekly import.

Personalise

Client Name

Business Name

Package

Call Reference

Questionnaire URL

Send

Subject Line

Great speaking with you, Sarah — your HELIX website packages

Gmail: Compose → ⋮ → Paste as HTML
GHL: Email Templates → Custom HTML
Mailchimp: Template → Code block

Preview

Great speaking with you, Sarah — your HELIX website packages

Team Members

Invite team members by email. They will receive a login link and can access the CRM with their own credentials.

Loading team...

Access Levels

Admin

Full access — can invite users, delete leads, manage all settings.

Team Member

Can view and update leads, import leads, send emails. Cannot delete or manage users.

Lead Assignments

No assigned leads yet.

Upcoming meetings

All scheduled phone, video, and in-person meetings across the team.

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Recent (past 14 days)

No past meetings.

Team Login

Ready to generate

Add Lead

Lead Detail

Invite Team Member

Book Meeting