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Helion Ops

Helion Ops

Your operating core for CRM, docs, invoicing, and delivery—built to remove handoffs and keep data clean.

CRM, docs, invoicing, and knowledge in one system.

How Helion Ops works

Unify sales, delivery, and back-office into one system.
Define workflows with clear ownership and approvals.
Replace spreadsheet chaos with a single source of truth.
Connects to Helion Web and Helion Intelligence for automation.

Best for

Teams in spreadsheets
ERP + CRM consolidation
Operational visibility

Core / Knowledge / Connected

Core

Operating foundation and clean workflows.

CRM + pipeline
Docs + invoicing
Core delivery flows

Knowledge

Reporting and operational clarity.

Dashboards
SLA tracking
Team knowledge base

Connected

Automation across systems.

Ops automations
Data sync
Advanced integrations

Real-world impact

10 days → 2

Invoice turnaround

Automated approvals removed manual delays.

30% fewer handoffs

Delivery coordination

Single system reduced internal back-and-forth.

Helion Ops

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