Client intake that lands home.
Helm Forms is the client-intake app inside the Helm platform. Build forms with eleven field types, embed them on your site or share a public URL, and route every submission through a workflow: create a task, add a contact, open a deal, or assign an agent. Submissions are stored with their metadata so you can see who submitted what, from where, and when.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Drag-and-drop builder with eleven field types: text, textarea, email, phone, select, radio, checkbox, file upload, date, time, and number.
Every form has a public URL for sharing directly. Embed it on your site with a code snippet. Works from any domain.
Every submission can fire a workflow: create a task, add a contact to CRM, open a deal, assign an agent, post to Slack, send an email.
Collect file attachments directly in the form. Files attach to the submission and can be routed to tasks or documents.
Every submission captures the data, plus IP, user agent, referrer, and any attached client or task. Searchable and filterable.
See total submissions, conversion rate, task creation rate, devices, geos, and top completed fields. No separate analytics tool.
Set Forms up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Form submission is a first-class trigger. Route submissions to any workflow action.
Workflows can create a task on submission, routing the request straight into a project.
Add submitters as contacts under the right account. Track which leads come from which forms.
Turn form-submitted leads into deals automatically via a submit-triggered workflow.
Build a form with eleven field types including file upload. Publish to a public URL or embed on your site. When a submission arrives, fire a workflow: create the task, add the contact, open the deal, or assign an agent. The submission is stored with metadata for audit.
A support request becomes a task on a project. A lead becomes a contact and a deal. A project brief becomes a new client onboarding. Because workflows operate on the same data layer, the submission doesn't have to pass through a Zapier intermediary. It lands directly in the right record.
Form analytics show total submissions, conversion rate, and task creation rate over your chosen time range. Device breakdowns, geos, and top-completed fields help you see what's working. No Google Analytics dance, no add-on.
Typeform for the form. Zapier to sync submissions to your CRM. Another tool to create the task. A separate analytics dashboard to track conversions. Every hop is a point of failure. Every integration is a subscription.
Build the form. Wire a workflow on submit. Submissions create the task, the contact, the deal. Analytics are on the form itself. Nothing to sync, nothing to glue.
A prospect fills out your contact form.
Workflow creates the contact in CRM, opens a deal in the lead stage, and assigns an SDR agent to draft outreach.
A client submits a support request with a screenshot attached.
Workflow creates a task on the right project with the file attached. Project Manager gets a Slack notification.
An applicant fills out your intake form.
Workflow adds them as a contact, kicks off the onboarding project from your template, and emails next steps.
You want to know which form is converting best.
Open the analytics view. Compare conversion rate, task creation rate, and top fields across forms.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Standalone form tools stop at storing a submission. Helm Forms is wired into workflows, CRM, and projects on the same platform, so a submission becomes a contact, a deal, a task, or a project kickoff without a sync. Analytics come built in.
Text, textarea, email, phone, select, radio, checkbox, file upload, date, time, and number. Eleven types today.
Yes. Every form has a public URL and an embed snippet. Works from any domain.
Basic submission metadata (IP, user agent, referrer) is captured on every submission for audit. A built-in CAPTCHA or honeypot is on the roadmap. For now, workflows can filter suspicious submissions before they create records.
Validation rules per field are supported. Dynamic show/hide of fields based on prior answers is partial today and more fully coming with the next forms release.
Not today. Duplicate an existing form to reuse its structure. A template library is on the roadmap.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
Get Early Access