---
title: CRM & Marketing | Helix | Knowledge Base
description: This section describes the CRM & Marketing module in Helix — it handles lead and patient relationship management, marketing campaigns, feedback collection, and analytics for clinic growth.
---
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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb)
2. [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing)
# CRM & Marketing
This section describes the CRM & Marketing module in Helix — it handles lead and patient relationship management, marketing campaigns, feedback collection, and analytics for clinic growth.
- [How to manage Leads and Lead Tasks](https://help.helixbydoctors.com/kb/how-to-manage-leads-and-lead-tasks)
- [Non-Returning Client report - CRM](https://help.helixbydoctors.com/kb/non-returning-client-report-)
- [Marketing Channels & CRM Reports](https://help.helixbydoctors.com/kb/marketing-channels-crm-reports)
- [How to send Bulk Campaigns](https://help.helixbydoctors.com/kb/how-to-send-bulk-campaigns)
- [How to set up Automated Notifications](https://help.helixbydoctors.com/kb/how-to-set-up-automated-notifications)
- [How to create Whatsapp, SMS & Email Templates](https://help.helixbydoctors.com/kb/how-to-create-whatsapp-sms-email-templates)
- [How to use CRM Inbox](https://help.helixbydoctors.com/kb/how-to-use-crm-inbox)
See less ▼
- [Getting started](https://help.helixbydoctors.com/kb/getting-started)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow#main-content)
- [Administration](https://help.helixbydoctors.com/kb/clinical-workflow#administration)
- [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow#nurses)
- [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow#consumables)
- [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management)
- [Insurance](https://help.helixbydoctors.com/kb/insurance)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel#main-content)
- [Patient Billing](https://help.helixbydoctors.com/kb/control-panel#patient-billing)
- [Calendar](https://help.helixbydoctors.com/kb/control-panel#calendar)
- [Finances](https://help.helixbydoctors.com/kb/control-panel#finances)
- [Human Resources](https://help.helixbydoctors.com/kb/control-panel#human-resources)
- [Inventory](https://help.helixbydoctors.com/kb/control-panel#inventory)
- [EMR Settings](https://help.helixbydoctors.com/kb/control-panel#emr-settings)
- [CRM Setup](https://help.helixbydoctors.com/kb/control-panel#crm-setup)
- [Structure](https://help.helixbydoctors.com/kb/control-panel#structure)
- [User Settings](https://help.helixbydoctors.com/kb/control-panel#user-settings)
- [Templates](https://help.helixbydoctors.com/kb/control-panel#templates)
- [System Settings](https://help.helixbydoctors.com/kb/control-panel#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs#main-content)
- [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs#appointments-calendar)
- [Reports](https://help.helixbydoctors.com/kb/faqs#reports)
- [Finance](https://help.helixbydoctors.com/kb/faqs#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources)
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