The AI Operating Systemfor Revenue
HELM runs the work behind your pipeline. It plans your day, preps every meeting, and writes your follow-ups, so you spend your hours selling instead of updating a CRM.
- Free plan
- No credit card
- Built for field, inside, and hybrid teams
Built in Ireland, with founding customers we talk to every week.
- Founding member pricing
- Gmail and Google Calendar built in
- Free trials up to 30 days
- A direct line to the team
See a HELM day in motion
The plan is waiting, the pipeline is honest, and the follow-up is drafted. Your job is to approve the work, not to do it.
A CRM stores. HELM thinks.
Traditional CRMs are databases you pay to keep updated. HELM works your pipeline alongside you.
How HELM actually works
HELM reads the tools you already use, reasons over them in one place, then waits for your approval before it acts. Every outcome becomes memory.
Connected tools
HELM reads from the systems you already run on, so there is nothing new to maintain.
Plus 800+ more tools through HELM Connect.
HELM Brain
One reasoning layer assembles the context, weighs your pipeline, and decides what matters right now, then explains why.
the coordinator14 specialist agents
The Brain hands each job to the specialist built for it, from pipeline to proposals to forecasting.
See every agentYour approval
Every consequential action stops here. Nothing is sent, scheduled or changed without your yes.
Actions
On your approval, HELM does the work.
Memory, five layers
Everything HELM sees and does is remembered, scoped to your workspace.
Two minutes inside HELM
Not screenshots, a working HELM workspace. Watch one workflow run across the whole system: the record, the reasoning, your approval, then email, calendar, tasks, audit and memory all updating together.
HELM captures the lead and builds the record: the company, the contact and the history, without any typing.
- 09:14Submitted pricing form, 12 users
- 09:14Viewed the Enterprise plan twice
- ·No prior contact on record
- 09:14HELMLead captured and record built
One action, coordinated across your whole workspace, with your approval in the middle and an audit trail behind it. This is HELM running your day, not another tab to update.
Twelve jobs. One system.
Everything below is live in HELM today, not a roadmap slide. Each one runs on the same pipeline, the same memory, and the same approval flow.
AI Sales Assistant
Ask in plain English. HELM answers from your live pipeline, drafts the next move, and acts once you approve.
Lead Management
Capture leads from chat, imports, or discovery. HELM dedupes, scores, and routes them without a spreadsheet.
Pipeline Intelligence
Every deal staged, aged, and risk-flagged, so you know what moved and what stalled before the morning standup.
Opportunity Scoring
Deal scores built from live activity, not guesswork. Priorities re-order themselves as the facts change.
Meeting Preparation
Walk in briefed on the account, the history, the open threads, and the next thing worth saying.
Task Automation
Tasks create and schedule themselves from your calls, emails, and meetings, then chase their own due dates.
Follow-ups
Every follow-up is written and waiting before you would think to send it. Nothing lapses quietly.
Email Assistant
On-brand drafts, replies, and rewrites grounded in the thread, sent from your own Gmail.
Team Collaboration
Shared pipeline, shared calendar, and a live team feed keep everyone pulling the same direction.
Revenue Forecasting
Forecasts by rep and stage that update in real time, with the supporting evidence one click away.
AI Coaching
Objection handling, next-line prompts, and pitch breakdowns drawn from your real conversations.
Analytics
Activation, usage, and revenue insight delivered as answers, not another dashboard to build.
One helm. A full crew.
Fourteen specialist agents share one brain, one memory and one approval flow. Each owns a job, and the Brain decides who acts.
- Coordinator
HELM Assistant
Revenue priorities, deal analysis and daily planning. The primary intelligence.
- Pipeline
Sales Commander
Who to call, what to chase, and which deal closes next.
- Pipeline recovery
Follow Up Agent
Follow-up sequences and reviving opportunities that have gone quiet.
- Documents
Proposal Agent
Proposals, offer summaries and customer-ready sales emails.
- Forecasting
Forecasting Agent
Win-rate analysis, revenue projections and monthly close.
- Deal acceleration
Negotiation Agent
Stalled-deal recovery and counter-offer strategy.
- Intelligence
Research Agent
Company and area research, and preparation before a visit.
- Field planning
Route Agent
Area planning, route optimisation and visit scheduling.
- Training
AI Coach
Objection handling, roleplay, drills and performance reviews.
- Management
Team Manager
Task assignment, team reviews and goal setting.
- Account health
Customer Success
Churn risk, renewals and upsell opportunities.
- Revenue & billing
Finance Agent
Invoice tracking, payments and overdue accounts.
- Operations
Admin Agent
CRM cleanup, task creation and report preparation.
- Personal
Chief of Staff
Your calendar, routines and what you are forgetting.
Agents hand work to each other, never around you. Every consequential action still ends at your approval.
Works with the tools you already use
You do not have to change your workflow. Connect what you already run, and HELM becomes the intelligence layer above it.
Keep your software. Upgrade your sales intelligence.
Your CRM stores information. HELM tells you exactly what to do next.
Connect your workflowTools 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.
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.
Everything connected, one hub.
HELM sits between the tools you already use. It reads what happens in them, and, with your approval, acts back into them.
- GmailReads and sends email
- Google CalendarReads and books meetings
- Google DriveReads your files
- Google SheetsReads and imports data
- HubSpotTwo-way CRM sync
- QuickBooksInvoices and payments
- StripeBilling and revenue
- GitHubEngineering signals
- SlackTeam notifications
Connected tools are live today. The rest are reachable through HELM Connect (Composio and MCP) as they roll out to your workspace.
Enterprise-grade by default
Your pipeline is your business. HELM protects it from the very first record.
Encryption everywhere
Encrypted in transit and at rest, on infrastructure your security team already trusts.
Workspace isolation
Row-level security at the database. One workspace can never read another.
Role-based permissions
Workspace roles and platform roles stay separate, enforced on the server.
Audit logging
Sensitive actions leave a record of who did what and when, ready for review.
Approval-first AI
Anything risky waits for a human. No silent sends, no exceptions.
Simple pricing. It pays for itself.
Start free and upgrade once HELM is paying for itself. Prices in EUR, billed monthly.
- Free€01 user
Prove it on your own pipeline.
- 25 leads
- 100 AI credits per month
- Core CRM
- Tasks and day view
- Solo€19/mo1 user · 14-day free trial
The full system for one rep.
- Unlimited leads and AI credits
- Full CRM and follow-ups
- Daily planner and tasks
- Voice notes
- Dojo and Refresh pipeline
- Most popularPro€39/mo1 user · 21-day free trial
The operating system, fully switched on.
- Everything in Solo
- Gmail and Calendar sync
- AI email and proposals
- Revenue Autopilot
- AI Sales Coach
- Route planning
- For teamsTeam€79/moUp to 5 users · 30-day free trial
One pipeline the whole team runs.
- Everything in Pro
- Shared pipeline and calendar
- Team dashboard and goals
- Role-based access
- Activity feed
- BusinessFrom €149/mo5 to 100+ seats · 30-day free trial
Controls for serious operations.
- Everything in Team
- Manager and owner roles
- Approval centre
- Advanced reporting
- Audit log
- SSO on scale tiers
Business scales from €149 for 5 to 10 seats up to €999 for 75 to 100 seats, with custom Enterprise beyond. Every paid plan starts with a free trial.
Fair questions, straight answers
HELM is an AI operating system for sales teams. It brings your CRM, day planning, follow-ups, email, coaching, and forecasting into one place, then puts a team of AI agents to work on your pipeline. You approve what ships.
Take the HELM.
Your pipeline already knows what needs doing. Now it has a team to do it.
- Free plan, no card
- Trials up to 30 days
- Built in Ireland