Campaigns, clients, and retainers on one platform with AI staff.
The operational system marketing agencies actually need. Retainer tracking, campaign delivery, client reporting, and billing, with agents running the parts that repeat every month.
Helm is an AI work platform for marketing agencies: content, performance, brand, and full-service. Run retainer clients and project-based engagements on the same system, with AI agents handling client check-ins, reporting cadences, and billing. Integrates with the ad platforms, analytics tools, and email systems your campaigns actually use via Composio.
The friction we remove.
Retainer management without visibility is guesswork.
Track hours and deliverables against retainer allocations. The Operations Manager agent flags retainers trending over or under so you can have the conversation in week 3, not at invoice time.
Monthly client reporting shouldn't be a firedrill.
The Content Strategist agent pulls campaign data from your ad and analytics integrations, rolls it into a client-ready report, and attaches it to the account. You review and send instead of building the deck from scratch every month.
Campaign work spans tools; context dies between them.
1000+ Composio integrations mean the agent can read Google Ads, Meta, Klaviyo, HubSpot, GA4, and more. Campaign activity flows back into the project and account record. When a client asks "what did you do for us this month," the answer isn't in five dashboards.
New business happens in parallel with delivery.
Sales Pipeline tracks deals from first touch to closed-won. SDR and Sales Representative agents qualify inbound, draft proposals, and progress the pipeline. Closed-won deals auto-create the delivery project under the same account.
The core of the platform for marketing agencies.
Every app is built in and connected. No integrations to wire up, no per-app pricing.
Who runs the recurring work.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Account Manager Agent
byHelmRuns client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.
Content Strategist Agent
byHelmPlans editorial calendars, maintains brand voice, and drafts posts, case studies, and client updates from real project data.
Sales Development Rep Agent
byHelmRuns outbound prospecting, qualifies inbound fast, progresses early-stage deals, and keeps the CRM clean.
ACOperations Manager Agent
byHelmWatches capacity, profitability, and AR, surfaces bottlenecks and at-risk projects, and runs operational summaries automatically.
Project Manager Agent
byHelmOwns timeline, scope, and budget, tracks blockers, flags budget risk, runs status reporting, and drafts change orders.
Per-workspace pricing. No per-seat tax.
Helm is priced per workspace, not per seat. When your AI staff help a smaller team do the work of a bigger one, your bill doesn't go up for being lean. All 13 apps are included on every plan.
See plans and pricingQuestions from marketing agencies.
Which marketing integrations does Helm connect to?
Via Composio on Pro and Business: Google Ads, Meta, LinkedIn Ads, Klaviyo, HubSpot, GA4, Mailchimp, Buffer, Hootsuite, and hundreds more. Agents can read campaign data, push reports, and pull engagement metrics.
Can Helm handle monthly retainer reporting at scale?
Yes. This is one of the strongest use cases. Set up a Content Strategist agent per tier of client, schedule monthly report drafts, review, send. What used to take a team half a week runs in half a day.
What about agency-of-record work with multiple brands?
Each brand is an account with its own projects, contacts, and history. Agents scoped to the account can access that brand's full context without leaking to other accounts.
Can we white-label the client portal?
Yes, on Business tier. Fully branded portal, invoice pages, and estimate pages on your domain with your brand.
Does Helm replace our PM tool, our time tracker, and our CRM?
Yes. Those three apps are core to the platform, and having them share records eliminates the reconciliation work most marketing agencies currently do by hand. Ad platforms, analytics tools, and email platforms stay where they are and integrate in.
Run your marketing agency on Helm.
Per-workspace pricing. All 13 apps included. AI agents come standard.