A CRM stores contacts. HELM predicts who to call.
Category
CRM
Industry fit
SaaS, Agencies, Every industry
Status
Live
Setup time
~3 min
Security
OAuth 2.0, encrypted
Permission
Read & write, approval-gated
Before and after connecting HubSpot
The same job, with and without an intelligence layer above it.
Before HELM
- Updates deals after the fact, in batches
- Reads ten records to prepare one call
- Builds the forecast in a spreadsheet on Friday
- Finds out a deal stalled when the month ends
After HELM
- 1The pipeline syncs both ways
- 2HELM stages, ages and risk-flags every deal
- 3Predicts deal health from live activity
- 4Suggests the next action per deal
- 5Keeps the forecast current without a Friday
What actually happens
Watch the workflow HELM runs the moment something changes in your world.
A deal goes quiet for nine days
- 1
HubSpot activity syncs in
- 2
HELM Brain spots the stall against the usual cadence
HELM Brain
- 3
Deal risk re-scored
Sales Commander
- 4
Recovery step drafted for approval
Negotiation Agent
- 5
Forecast updated with the new probability
Forecasting Agent
Simulation of the real workflow HELM runs once HubSpot is connected. Writes always wait for your approval.
How this connection is protected
The same guarantees on every HELM connection, from the first record.
- Connection
- OAuth 2.0, one guided sign-in, revocable any time
- Credentials
- Tokens held server-side, never in the browser
- Encryption
- Encrypted in transit and at rest
- Isolation
- Workspace isolation with database row-level security
- Writes
- Approval-gated. Nothing is sent or changed without your yes
- Audit
- Sensitive actions leave a who-did-what-when record
- Scope
- You choose what HELM can access, per connection
- Sync visibility
- Connection status, last sync and sync health shown in the app
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.
Keep HubSpot. Add the intelligence.
Connect it in ~3 min and let HELM run the work behind it.