HELM gives field reps everything they need in one mobile-first app — lead management, route planning, AI coaching, road mode and real-time team visibility.
Field sales is different. You're in the car, at a customer's door, or walking a trade floor. HELM is built around that reality — not a desktop office workflow.
Plan the most efficient visit routes for the day. HELM maps your leads and customers, saves you hours of driving, and helps you see more prospects every day.
Hands-free driving mode reads your schedule, plays call recordings, and lets you log notes by voice — so you stay productive without taking your eyes off the road.
Add new leads on the spot, log call notes, set reminders and track pipeline stages — all from your phone in under 30 seconds per update.
Get a personalised brief before each visit — account history, last interactions, open items, and recommended talking points. Arrive prepared every time.
Works in areas with poor signal. Log notes, update contacts and manage your pipeline — HELM syncs everything automatically when you reconnect.
See where your team is, who's visiting what accounts, and share leads in real time. Managers get a live view of field activity without micromanaging.
Road Mode is HELM's hands-free driving experience — designed for the hours field reps spend between visits.
Voice notes: Log call summaries and next actions by speaking — no typing while driving.
Schedule read-aloud: HELM reads your day's visits and priorities so you stay focused on the road.
Smart alerts: Get reminders for upcoming visits, overdue follow-ups, and deal updates — without needing to look at your phone.
Turn-by-turn routing: HELM integrates with your maps app so navigation and CRM work together seamlessly.
Road Mode — selling without taking your eyes off the road
A field sales app is a mobile application designed for sales reps who work outside the office — visiting customers, doing door-to-door sales, or managing territories. HELM combines CRM, route planning, AI coaching and road mode in one platform.
The best field sales apps include offline access, route planning to optimise visits, lead management, follow-up reminders, real-time team visibility, and mobile-first design. HELM includes all of these features out of the box.
Yes. HELM is designed for field reps in areas with limited connectivity. Your data syncs automatically when you reconnect, so you never lose a note or contact update while out in the field.
Yes. HELM's built-in route planner eliminates the need for a separate routing tool. Plan your day's visits, see leads on a map, and optimise your route — all within the same app you use to manage your CRM.
Yes. HELM is used by door-to-door sales teams to map territory, track visits, log outcomes instantly, and manage follow-up pipelines. The mobile-first design and road mode make it ideal for teams on the move.
Give your reps a tool that actually works in the field — not a desktop CRM they hate using on mobile.
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