For/MARKETING AGENCIES
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.
Why marketing agencies run on Helm
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.
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.
300+ 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.
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.
Apps a marketing agency actually uses
AI agents for marketing agencies
Pricing
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 12 apps are included on every plan.
See plans and pricingFAQ
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.
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.
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.
Yes, on Business tier. Fully branded portal, invoice pages, and estimate pages on your domain with your brand.
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.
Per-workspace pricing. All 12 apps included. AI agents come standard.