Now with AI Voice Agent — book meetings hands-free

The AI-powered platform your whole business runs on.

Helm brings CRM, marketing, sales, service, and operations into one calm workspace — powered by AI, priced per module, and built for teams that move fast.

Free forever for Core · No credit card · Cancel any module anytime

app.helm.com / dashboard
12 hrs
saved per week
3.4×
lead conversion
62%
tickets deflected
Sales
Sales Hub
Close more deals with less friction.
AI
AI Hub
Put AI to work — on every channel.
Marketing
Marketing Hub
Generate, schedule, publish — everywhere.

Trusted by 2,400+ small teams worldwide

NorthbeamRelayPetalfoxLumen LabsAcre & AshQuaynoteForge & Tide
Why Helm

Built for the way small teams actually work

No 90-day implementation. No five-figure consultant. Just outcomes you can measure in week one.

12 hrs
saved per week

Less tool-switching, more closing.

3.4×
lead conversion

AI surfaces your hottest leads.

62%
tickets deflected

Chatbot handles 24/7, hands off when needed.

SOC-ready
by design

RLS isolation, audit logs, role-based access.

The Helm Platform

One platform. Six powerful hubs.

36 modules across sales, marketing, service, ops and money — all sharing the same data, same login, same calm interface.

Sales

Sales Hub

Close more deals with less friction.

  • AI lead scoring & routing
  • Multi-step outreach sequences
  • Proposals with e-signature
  • Forecasting that's actually accurate
Outreach Lead Scoring Proposals Forecasting Win/Loss
Explore Sales Hub
AI

AI Hub

Put AI to work — on every channel.

  • 24/7 site & WhatsApp chatbots
  • Voice agent that books meetings
  • Pre-meeting briefs in your inbox
  • Cited answers from your docs
AI Chatbots Voice Agent Meeting Prep Document Q&A
Explore AI Hub
Marketing

Marketing Hub

Generate, schedule, publish — everywhere.

  • AI content in your brand voice
  • Multi-channel social scheduler
  • Landing pages with built-in A/B
  • Email campaigns segmented from CRM
Social Scheduler Landing Pages Email Campaigns Referrals
Explore Marketing Hub
Workflow

Operations Hub

Run a tighter ship — without the spreadsheets.

  • No-code automations across your stack
  • Bookings, tasks & approvals
  • Auto-recorded meeting notes
  • SOPs your team actually follows
Bookings Tasks Approvals SOPs Automations+1 more
Explore Operations Hub
Engagement

Service Hub

Customers stay longer when they feel heard.

  • Branded customer portal
  • NPS & CSAT in two clicks
  • Public help center that powers your bot
  • Health scores that catch churn
Surveys Customer Portal Help Center Content Studio
Explore Service Hub
Money

Revenue Hub

From quote to cash — automatically.

  • Branded invoices & pay-by-link
  • Subscription billing without code
  • Receipt OCR & smart categorization
  • QuickBooks-ready exports
Invoicing Customer Subscriptions Bookkeeping
Explore Revenue Hub
Spotlight · AI

An AI teammate for every channel.

Helm's AI doesn't live in a side panel — it answers website chats, picks up the phone, drafts your content, scores your leads, and briefs you before every meeting. All from the same data.

  • Chatbots that read your help center and never go off-brand
  • Voice agent that books meetings end-to-end, with full transcripts to CRM
  • Pre-meeting briefs delivered 30 minutes before every call
  • Cited answers from your PDFs, docs, and sheets
Helm Inbox · live
Visitor · Acme Co.
Chatbot · resolved

Do you support multi-currency invoicing?

Voice call · +1 415…
Voice agent · booked

Booked a 30-min discovery for Thursday 2pm.

Sarah (CSM)
Auto-drafted

Following up on renewal for Quaynote.

Lead score ↑
Lead scoring

Northbeam moved to 92 — high intent.

How it works

From signup to autopilot in under an hour

01

Sign up free

Create your workspace and invite your team in under a minute.

02

Pick your hubs

Add only the modules you need. Mix and match — cancel anything anytime.

03

Run on autopilot

Helm handles support, drafts content, and surfaces what needs you.

Loved by operators

Teams ship faster on Helm

4.9 average · 600+ reviews

We replaced six tools in our first month. The AI inbox alone paid for the whole platform.

Maya Chen
COO, Northbeam Studio

I finally have one source of truth. Forecasts that used to take a day now take a coffee.

Daniel Park
Founder, Relay Logistics

The chatbot handles 70% of our inbound. Our team focuses on the conversations that actually matter.

Aisha Rahman
Head of CX, Petalfox
Integrations

Plays nicely with your stack

Slack, Gmail, Outlook, Stripe, QuickBooks, Zoom, Google Meet, WordPress, HubSpot, Salesforce, Zapier — and a webhook builder for everything else.

Slack
Gmail
Outlook
Stripe
QuickBooks
Zoom
Meet
WordPress
HubSpot
Salesforce
Zapier
Webhooks
Pricing

Pay only for what you use

Core is free forever. Add modules as you grow. Bundle two or more and save automatically.

Free
$0

Forever — no card required

  • Dashboard
  • Unified inbox
  • CRM (contacts, companies, deals)
  • Up to 3 team members
  • 500 AI credits / mo
Most popular
From $29/mo per module

Mix and match across hubs · auto-discount on 3+

  • Everything in Free
  • Add any of the 30+ modules
  • 10% off 3 modules · 20% off 5 · 30% off 8
  • Unlimited team members
  • 5,000+ AI credits / mo
All-in-One
−50%

Every paid module · best value

  • Every hub · every module
  • Priority support
  • Quarterly business review
  • SSO, audit logs, custom roles
FAQ

Questions, answered

Ready to put your business on autopilot?

Start free in under a minute, or book a 20-minute demo and we'll set up your workspace with you.