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HELM for healthcare sales

Every practice, prepped and followed up

Selling into healthcare means long cycles, many stakeholders and strict follow-through. HELM maps the accounts, preps every appointment, and keeps the follow-ups compliant with your cadence.

Free plan, no card. Trials up to 30 days.

Keep your tools

Works alongside what you already run

Built for healthcare sales professionals using these tools. HELM works alongside your clinical and compliance systems, it does not replace them.

GmailLiveOutlookGoogle CalendarLiveMicrosoft TeamsGoogle SheetsLive

Tools marked live are connected integrations you can use today. Everything else is reachable through HELM Connect, our integration layer over Composio and MCP, as connectors roll out to workspaces.

Your workspace, your language

HELM adapts to what you sell

Tell HELM you sell into healthcare and the workspace adapts. The book becomes accounts and practices, meetings become appointments, and reorders are watched.

  • AccountsHospitals, clinics and groups, with the buying committee mapped.
  • PracticesEvery site with visit cadence and history.
  • AppointmentsBooked, prepped and followed up the same day.
  • OrdersReorder cycles watched, gaps flagged early.
A real day using HELM

A working day in healthcare

What HELM is doing around you, hour by hour. Every entry maps to a real engine: the planner, follow-ups, the forecast, the daily review.

  1. 08:00HELM plans the practice run and flags accounts due a visit
  2. 09:30First appointment, prepped with stakeholders and history
  3. 12:00Visit notes captured by voice between sites
  4. 14:30Follow-up drafted with the agreed next step
  5. 16:30Reorder gap flagged; chase drafted
  6. 18:00Daily review: visits held, orders moved, tomorrow planned
The HELM loop

Workflows that run themselves

Evidence in, explainable draft out, and nothing ships without your approval.

An appointment never goes unprepared

  1. 1Appointment lands in the diary
  2. 2HELM preps the account, stakeholders and history
  3. 3Visit notes captured by voice
  4. 4Follow-up drafted for your approval

A reorder gap becomes a visit

  1. 1HELM watches order cadence per account
  2. 2A missed cycle gets flagged
  3. 3Visit prepped and routed
  4. 4Order chased to decision
Your crew

Specialist agents on your patch

The same fourteen-agent crew behind every HELM workspace, put to work on your industry.

  • Research AgentAccount and stakeholder research before every visit.
  • Follow Up AgentAppointment and reorder follow-ups that never lapse.
  • Route AgentMulti-practice visit runs planned by territory.
  • Forecasting AgentOrder book projected by account and quarter.
Practices visitedAppointments heldReorder retentionOrder book forecast

Keep your tools. Take the helm.

Connect what you already use, tell HELM what you sell, and your workspace speaks your language from day one.

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Built for professionals using these tools. Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.