Introducing Helm: The Intelligent Operating System for Agencies

We built Helm because we lived the pain. Dozens of tabs, scattered spreadsheets, invoices in one tool, projects in another, and no single source of truth for your business.

The Problem

Agencies and freelancers are forced to stitch together a patchwork of tools: a CRM here, a project manager there, a separate invoicing app, and maybe a spreadsheet to tie it all together. The result is wasted time, lost context, and missed revenue.

Our Solution

Helm brings everything under one roof:

• Client Management. Track accounts, contacts, and deals from first conversation to closed-won.
• Project Tracking. Manage projects with tasks, kanban boards, and real-time collaboration.
• Time & Billing. Start a timer, log hours, and turn tracked time into line items on an invoice in seconds.
• Invoicing & Estimates. Create professional invoices, send them to clients, and get paid without leaving Helm.
• AI Assistant. Let AI draft documents, summarise project health, and automate repetitive workflows.

What's Next

This is just the beginning. We are actively building workflow automations, a client portal, advanced reporting, and deeper integrations. If you have been looking for a better way to run your agency, we would love for you to give Helm a try.