Accounts

Manage the companies and clients you work with

Accounts are the companies and organizations you work with. Each one gathers its contacts, projects, deals, invoices, and history in one place, with an Insights tab that summarizes the relationship.

Creating an Account

Click Add Account.
Enter the account name (the only required field). Helm suggests a logo from the name as you type.
Fill in contact details, business info, status, priority, and tags as you have them.
Save the account.

Tip

You can also bulk-import accounts from CSV using the Import from CSV option next to Add Account, with a downloadable template.

Account Fields

Name, website, description, and logo
Contact info - Email, phone, and address
Industry, company size, and source
Status, type, health, and priority
Owner - The team member responsible
Contract dates, tags, and notes

Status, Type & Health

Status - Active, Paused, or Inactive
Type - Lead, Prospect, Customer, Partner, or Vendor
Health - Good, At Risk, Critical, or Not Set
Priority - Low, Medium, High, or Urgent

Status and health are editable inline from the accounts list.

Inside an Account

Open an account to find tabs for:

Overview - Revenue, outstanding balance, average days to pay, hours this month, and recent activity
People, Projects, Products, Deals, Estimates, and Invoices tied to the account
Activity - A timeline of everything that has happened
Insights - AI summaries from Company Intelligence

Views & Bulk Actions

The accounts list has columns for health, owner, contact details, projects, and revenue. Filter by health, status, owner, or location, and save your setup as a view. Select several accounts to change owner, status, type, or industry, add or remove tags, or delete them.

Plan Limits

Accounts aren't capped. (Contacts are capped on the Solo plan.) See the pricing page.