Modules

Enable or disable workspace modules

Modules are the feature groups that make up Helm. Disable the ones you don't need to simplify the interface and keep the sidebar focused.

Available Modules

Contacts - Accounts and people
Deals - Sales pipeline
Timesheets - Time tracking
Invoices - Billing documents
Estimates - Quotes and proposals
Forms - Intake and lead capture
Workflows - Automation
AI Agents - AI staff
Email - The Mailbox
Sequences - Drip campaigns
Dashboards - Custom dashboards
Reports - Analytics (Team plan and above)

Core areas like Projects, Tasks, Documents, and Calendar are always available and aren't toggled here.

Managing Modules

Go to Settings → Modules
Toggle a module on or off
Disabled modules are hidden for the whole workspace

Plan-Gated Modules

A few modules require a higher plan. Reports needs the Team plan or above. These appear locked on lower tiers. Most modules, including Workflows and Agents, are available starting on Solo.