Pipeline intelligence your CRM never had
Your CRM stores what happened. HELM works on what happens next: the demo prepped, the trial chased, the deal risk flagged before the forecast call.
Free plan, no card. Trials up to 30 days.
Works alongside what you already run
Built for software sales teams using these tools. HELM works alongside your CRM, it does not replace it.
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.
HELM adapts to what you sell
Tell HELM you sell software and the workspace adapts. Trials, demos and expansion deals get staged, scored and worked as one pipeline.
- PipelineEvery deal staged, aged and risk-flagged in real time.
- DemosBooked, prepped and followed up the same day.
- TrialsActivation watched, silence flagged, check-ins drafted.
- ForecastBy rep and by stage, with the evidence one click away.
A working day in saas
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.
- 08:00HELM prioritises the pipeline: who to call, which deal is at risk
- 09:30Demo prepped with account research and open threads
- 11:00Demo follow-up drafted before lunch, waiting for approval
- 14:00Silent trial flagged with the evidence; re-engagement drafted
- 16:30Forecast updates as two deals advance
- 18:00Daily review: pipeline movement, tomorrow's priorities
Workflows that run themselves
Evidence in, explainable draft out, and nothing ships without your approval.
A demo becomes a second meeting
- 1Demo lands in the calendar
- 2HELM preps account, history and open threads
- 3Follow-up drafted before you would send it
- 4CRM updated once you approve
A quiet trial gets rescued
- 1Trial goes silent
- 2HELM flags it with the evidence
- 3Re-engagement drafted in your voice
- 4Reply becomes a task automatically
Specialist agents on your patch
The same fourteen-agent crew behind every HELM workspace, put to work on your industry.
- Sales CommanderWho to call and which deal closes this quarter.
- Research AgentAccount research and pre-call briefs.
- Negotiation AgentStalled-deal recovery and counter-offer strategy.
- Forecasting AgentWin-rate analysis and monthly close projection.
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.
Start Free TrialBuilt 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.