Helm

Module · Leads

Who asked, what they said, and a number that says whether to call.

Every enquiry from a quiz, or from a form wired to send them, lands here as a person, with their answers attached and a score you defined. Newest at the top, each one carrying the band your quiz put it in — so the one worth an afternoon is marked, and the one that said “how much do you charge” is marked too.

Start a projectHow it works

Appears on its own once you switch on quizzes, or the first enquiry arrives. Nothing to buy.

Where they come from

You never switch this on. Switching on quizzes does.

Answers with nowhere to land are half a feature. So Leads appears in the dashboard the moment quizzes is switched on for you — and if you are running a bespoke form with no quiz module at all, it appears as soon as the first enquiry arrives. Either way you never ask for it.

A quiz arrives scored on the weights you set; a wired form arrives with what they wrote. Both are the same kind of thing: a person, a moment, and what they told you.

The record

A lead is a person, not a row you archive.

An enquiry finds the person by their email address, or creates them if this is the first you have heard of them. So the answers stay attached to whoever gave them: when they come back in November — as a client this time, or with a second question — you open the same record and what they said in March is there. Nobody searches an email account.

If they later sign in, buy something or book, it all lands on that same person, because it was their record from the first enquiry onwards.

What you do with it

You read it, and the calling is still yours.

A lead is something to look at, not something to work through. There is no reply button, no note field and no park — the list tells you who asked, what they said and how they scored, and the follow-up happens in your own inbox and on your own phone.

The answers, in full

Every question with the answer they chose and what it was worth. Kept private, recorded against the consent they gave and the moment they gave it.

The score and the band

The number your weights produced, and the band it fell in. A quiz that scores by category has no single band, and then there is honestly no band to show.

The person behind it

Open the record and you are looking at them rather than at the enquiry: the same person their orders, bookings and account sit on.

How you get it

Comes on its own, once you need it

Not a thing you buy. It arrives with quizzes, or with your first enquiry, on any plan.

LiteArrives with quizzes or your first enquiryStandardArrives with quizzes or your first enquiryBusinessArrives with quizzes or your first enquiry

Leads switches itself on when quizzes is switched on, or when the first enquiry lands.

Before you start

What this does not do, said now rather than later.

No stages, and no actions either

There is no board with columns to drag cards between — and there is nothing to click on a lead, either. No reply, no note, no park. You read it and you pick up the phone.

It does not chase anybody

No automated follow-up sequences, no drip emails. The lead is scored so you know who to call; the calling is still yours.

No enrichment

Helm does not look people up, scrape their company or guess their job title. What you know about a lead is what they told you.

Getting started

Switch on one quiz, and the pipeline is already there.

Comes on its own, on every plan, the day you need it. Plans start at ⁨$20⁩ a month.

Start a projectSee pricing

Prices in USD, EUR, GBP and CAD on the pricing page.