Accounts, contacts, full history.
Helm CRM is the client relationship app inside the Helm platform. It stores accounts, contacts, and the full history of every interaction: emails, projects, invoices, deals, documents, and calls, all linked to the client they belong to. AI agents read and act on the same data your team sees.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Every client company is one account. Projects, invoices, deals, emails, and documents attach to it automatically. You never have to ask "which system has the latest?"
People inside each account carry their own history: threads sent, documents signed, invoices paid, meetings attended. Every new team member sees it on day one.
A unified feed of every email, call, meeting note, deal update, and invoice action attached to the right account. No more piecing a relationship together from five tools.
AI agents read and write from the same CRM. An Account Manager pulls a summary before a call. A Payment Recovery Specialist looks up the right contact for dunning. Same data, same permissions.
Slice clients by stage, industry, revenue, last touch, or any custom field. Save views per team or per agent so the right records surface without hunting.
Role-based permissions on accounts, contacts, and fields. Every edit, whether by a teammate or an agent, is logged. Client-facing guests see only what you share.
Set CRM up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Agents cross-reference CRM while drafting replies in Gmail. Scope a mailbox to a project for client-specific context.
Deals inherit the account and contacts. Stage changes flow back to the timeline.
Link a project to a client once. Tasks, files, and time all roll up to the right account.
Invoices bill the account. Payment history lives on the same record.
SOWs, briefs, and proposals attach to the client and surface on their timeline.
Meetings, call notes, and deadlines show up on the contact and the account.
Accounts are the top-level company records. Contacts are the people inside them. Every email sent, project delivered, invoice paid, and document shared automatically attaches to the right account. When a new team member or AI agent opens a client record, they see the full timeline, not a search across five tools.
Because Helm CRM is an app inside the Helm platform, AI agents operate on the same records with the same permissions. An Account Manager agent can pull a client summary before a check-in. A Sales Rep agent can progress deals. A Payment Recovery Specialist agent can look up contacts for dunning. No syncs, no API glue, no lag.
CRM data feeds Projects (link a client to a project), Invoicing (bill the right account), Email (attach threads to contacts), Documents (share SOWs with the right people), and Analytics (revenue by account, pipeline by stage). You set up an account once. The rest of the platform uses it forever.
Your CRM lives in one tool, emails in another, projects in a third, invoices in a fourth. Half of what you know about a client sits in someone's inbox or a shared doc nobody remembers. Onboarding a new hire means handing over logins and hoping they piece it together.
One account, every interaction. Email threads, paid invoices, signed SOWs, tracked time, agent conversations, all on the same record. A new teammate (or a new agent) sees the full relationship in one scroll.
A prospect replies to a cold email.
Helm creates the contact, attaches the thread, and opens a deal in Sales Pipeline. Your SDR agent drafts the follow-up.
A deal closes.
The account is created, the onboarding project spawns from your template, and the SOW attaches. Account Manager agent posts a kickoff summary to Slack.
An invoice is 14 days overdue.
Payment Recovery Specialist agent looks up the billing contact, pulls prior payment patterns, and sends a context-aware dunning email.
You onboard a new teammate.
They open any account and see the full history: threads, projects, invoices, documents, and agent activity. No tribal knowledge handover needed.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Helm CRM lives inside a platform that also runs projects, invoicing, time tracking, email, and more. You don't sync contacts between tools. The contact, the project, and the invoice are all the same record. AI agents operate across every app without needing integrations.
Yes. AI agents inside Helm have configurable tool access to CRM records. You grant read-only or read-write access per agent, per tool group. Common agents that use CRM data include Account Manager, Sales Representative, Sales Development Rep, and Payment Recovery Specialist.
You can import contacts via CSV from any source. Direct integrations with HubSpot, Salesforce, and Pipedrive are available via Composio on Pro and Business plans. Agents can also push and pull from those systems without a full data migration.
Starter plans include up to 250 contacts. Pro and Business plans include unlimited accounts and contacts. See the Pricing page for full limits.
Deals and pipeline stages live in the Sales Pipeline app, which reads from CRM directly. Every deal is attached to an account and one or more contacts.
Access is role-based. Admins and owners see everything. Team members see accounts they are on. Guests and client-portal users see only what you explicitly share. Every edit, human or agent, is logged to an audit trail.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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