Introducing Helm

The intelligent OS that runs your entire business.

Helm brings together CRM, projects, time tracking, invoicing, and an AI assistant that actually understands your business — so you can focus on the work that matters.

See How It Works

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Helm Dashboard Interface

Features

One platform. Every tool you need.

Stop paying for 6 different apps that don't talk to each other. Helm unifies your entire business operation with AI that connects everything.

Before Helm Everything
AI ASSISTANT

AI that actually knows your business

Not another generic chatbot. Helm's AI understands your clients, projects, deadlines, and finances. Ask it anything — from "What's overdue this week?" to "Draft an invoice for the Johnson project."

Helm Helm Assistant

Do I have any unbilled time?

Helm

You have 47 unbilled hours across 3 clients:

Acme Corp $3,200
TechStart Inc $1,875
Nova Design $950
Total $6,025

Create invoices for all of them

Helm

Done — 3 invoices created totaling $6,025

Ask anything about your business...
PROJECT MANAGEMENT

Projects that deliver themselves

Visual workflows, smart task management, and team collaboration — designed for how modern teams actually work.

Website Redesign
Acme Corp
IN PROGRESS
Progress 68%
12 done
5 in progress
JD
MS
AL
Due Dec 15
CRM

Know every client like your best client

Manage relationships, track communication history, and never let an opportunity slip.

JD
Jane Doe
Acme Corp
MS
Mark Smith
Tech Solutions
AL
Amy Lee
Design Studio
TIME TRACKING

Every hour accounted for

Track time effortlessly across projects and clients. Know exactly where your time goes.

Website Redesign
02:34:17
Client Meeting 1:30:00
Development 3:45:00
INVOICES & ESTIMATES

Get paid faster

Turn tracked time into professional invoices in seconds. Send estimates, collect payments, and keep your cash flow healthy.

Invoice #1042
Acme Corp
PAID
Website Design $2,400
Development (12 hrs) $1,800
Hosting Setup $200
Total $4,400
DOCUMENTS

Docs that live with your work

Create proposals, SOWs, meeting notes, and deliverables — all connected to the projects and clients they belong to.

JD
MS
Project Proposal
J
SALES PIPELINE

Close more deals

Track leads, manage opportunities, and visualize your sales pipeline. Never lose track of a potential client again.

Lead
Acme Corp $8k
TechStart $5k
Proposal
Nova Design $12k
Won
ClientCo $15k

How It Works

Get running in minutes, not months

Helm is designed to work the way you do — no consultants required.

01

Connect your world

Import your clients, projects, and data. Helm plays nice with the tools you already use.

02

Organize your way

Set up projects, assign tasks, and customize workflows to match how your team operates.

03

Let AI do the heavy lifting

Ask questions, automate routine work, and get insights that help you make better decisions.

04

Grow with confidence

Track performance, manage cash flow, and scale your business on a foundation you can trust.

Built For

Built for businesses that deliver

Service Businesses

Consultants, agencies, and professional services firms that need to manage client relationships, deliver projects, and track every billable hour.

Creative Teams

Design studios, marketing agencies, and creative shops that juggle multiple projects, collaborate with clients, and need to stay profitable.

Freelancers & Solopreneurs

Independent professionals who want enterprise-level tools without enterprise-level complexity or cost.

Growing Teams

Small businesses scaling up who need a system that grows with them — not another tool to outgrow.

FAQ

Questions? We've got answers.

Most tools do one thing well and force you to cobble together the rest. Helm brings CRM, projects, time tracking, invoicing, and AI together in one platform — so your data flows naturally and you actually have a complete picture of your business.
Helm's AI is connected to all your business data — clients, projects, time entries, invoices, and documents. Ask it questions in plain English, and it can find information, generate reports, draft content, and surface insights. It's not a generic chatbot; it's an assistant that actually knows your business.
Yes. Helm supports importing contacts, projects, and data from common formats and tools. Our onboarding guides walk you through the process, and our support team can help with complex migrations.
No. Helm is modular — use what you need. Start with projects and CRM, add time tracking when you're ready, enable invoicing when it makes sense. You're in control.
Very. We use industry-standard encryption, regular security audits, and provide detailed access controls. Your business data is protected with enterprise-grade security, regardless of which plan you're on.
Yes. Start with a 7-day free trial on any plan. No credit card required. At the end, keep what you're using or downgrade to a smaller plan.

Ready to run your business smarter?

Join the waitlist and be the first to experience the future of business management.

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