PRICING

Find a plan to power your business.

Simple, transparent pricing. Start free, upgrade when you're ready.

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Popular

Starter

Perfect for freelancers and small teams getting started.

$19 /user/mo
  • Projects & Tasks (up to 10)
  • Documents (up to 50)
  • AI Assistant (25K credits/mo)
  • CRM - Accounts & Contacts
  • 5 GB storage
  • 10 guest seats

Pro

Everything you need to scale your agency.

$49 /user/mo

Everything in Starter, plus:

  • Up to 100 projects
  • Deals Pipeline included
  • Time Tracking included
  • Invoicing & Estimates included
  • AI Assistant (75K credits/mo)
  • 25 GB storage

Business

Advanced features for growing agencies.

$89 /user/mo

Everything in Pro, plus:

  • Unlimited projects
  • Workflows & Automations
  • Client Portal
  • AI Assistant (150K credits/mo)
  • 100 GB storage
  • 100 guest seats

Get started with Helm. Streamline your agency operations end-to-end.

Features
Starter
Pro
Business

Core Modules

Essential tools included in every plan.

Projects & Tasks
Documents
50
500
Unlimited
AI Assistant
CRM (Accounts & Contacts)
Deals Pipeline
Add-on
Time Tracking
Add-on
Invoicing & Estimates
Add-on

Advanced Features

Power features for scaling teams.

Workflows & Automations
—
—
Client Portal
—
—

Limits & Storage

Resources available on each plan.

Projects
10
100
Unlimited
Accounts
50
Unlimited
Unlimited
Guest Seats
10
25
100
Storage
5 GB
25 GB
100 GB
AI Credits/user/mo
25K
75K
150K

Need custom solutions for your enterprise?

Get in touch with our team for custom pricing and features.

Contact Sales

Frequently asked questions.

If you're a solo freelancer or just getting started, the Starter plan gives you all the essential tools. For agencies with teams, Pro unlocks deals, time tracking, and invoicing with higher limits. Business is for growing agencies that need workflows, automations, and the client portal.
Yes! Invoicing is available as an add-on for Starter, and included with Pro and Business plans. You can add your logo, customize colors, and create branded invoices that match your agency's identity.
Starter includes up to 10 projects, 50 documents, and 5 GB storage. Pro expands to 100 projects, 500 documents, and 25 GB storage. Business offers unlimited projects and documents with 100 GB storage. All plans include AI credits that scale with your tier.
Yes, you can change your plan at any time. When upgrading, you'll get immediate access to new features. When downgrading, changes take effect at the end of your billing period.
Start with a 14-day free trial of Pro or Business features. No credit card required. At the end of your trial, choose the plan that fits your needs.
Starter includes up to 50 accounts, while Pro and Business plans include unlimited accounts. We believe you should be able to grow your business without artificial limits on your client relationships.
Yes! For large organizations requiring SSO/SAML authentication, unlimited storage, custom AI credits, dedicated support with SLA, and custom integrations, we offer tailored Enterprise plans. Contact our sales team to discuss your specific needs and get a custom quote.

Ready to get started?

Join our waitlist and be the first to know when we launch.

Contact Sales