Companies

Manage the companies and organizations you work with

Companies are the organizations you work with: clients, customers, vendors, and partners. Each one gathers its contacts, projects, deals, invoices, and history in one place, with an Insights tab that summarizes the relationship.

Creating a Company

Click Add Company.
Enter the company 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 company.

Tip

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

Company 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 companies list.

Inside a Company

Open a company 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 company
Activity - A timeline of everything that has happened
Insights - AI summaries from Company Intelligence

Views & Bulk Actions

The companies 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 companies to change owner, status, type, or industry, add or remove tags, or delete them.

Plan Limits

Companies and contactsaren't capped on any plan. See the pricing page.