Accounts

Managing client and customer accounts

Accounts represent the companies or organizations you work with. Whether they're clients, customers, or partners, accounts help you organize all related information in one place.

Account Information

Each account can store:

• Basic Details - Name, website, and description
• Contact Information - Email, phone, and address
• Account Health - Track relationship status (Good, At Risk, Critical)
• Account Owner - Assign a team member as the primary contact
• Logo - Visual identification in lists and reports

Related Data

Accounts connect to other parts of Helm:

• Contacts - People who work at this account
• Projects - Work being done for this account
• Deals - Sales opportunities with this account
• Invoices - Billing history for this account

Account Status

Accounts can be marked as Active, Inactive, or Paused. This helps you focus on current clients while keeping historical data accessible.