The intelligent OS that manages clients, delivers projects, and gets you paid.
Helm brings together CRM, projects, time tracking, invoicing, and an AI assistant that actually understands your business — so you can focus on the work that matters.
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FEATURES
One platform. Every tool you need.
Stop paying for 6 different apps that don't talk to each other. Helm unifies your entire business operation with AI that connects everything.
AI ASSISTANT
AI that actually knows your business
Not another generic chatbot. Helm's AI understands your clients, projects, deadlines, and finances. Ask it anything — from "What's overdue this week?" to "Draft an invoice for the Johnson project."
Do I have any unbilled time?
You have 47 unbilled hours across 3 clients:
Create invoices for all of them
Done — 3 invoices created totaling $6,025
PROJECT MANAGEMENT
Projects that deliver themselves
Visual workflows, smart task management, and team collaboration — designed for how modern teams actually work.
CRM
Know every client like your best client
Manage relationships, track communication history, and never let an opportunity slip.
TIME TRACKING
Every hour accounted for
Track time effortlessly across projects and clients. Know exactly where your time goes.
INVOICES & ESTIMATES
Get paid faster
Turn tracked time into professional invoices in seconds. Send estimates, collect payments, and keep your cash flow healthy.
DOCUMENTS
Docs that live with your work
Create proposals, SOWs, meeting notes, and deliverables — all connected to the projects and clients they belong to.
SALES PIPELINE
Close more deals
Track leads, manage opportunities, and visualize your sales pipeline. Never lose track of a potential client again.
INTEGRATIONS
Connect your favorite tools
Helm integrates with the tools you already use to streamline your workflow.
AND MORE
Plus everything else you need
HOW IT WORKS
Get running in minutes, not months
Helm is designed to work the way you do — no consultants required.
Connect your world
Import your clients, projects, and data. Helm plays nice with the tools you already use.
Organize your way
Set up projects, assign tasks, and customize workflows to match how your team operates.
Let AI do the heavy lifting
Ask questions, automate routine work, and get insights that help you make better decisions.
Grow with confidence
Track performance, manage cash flow, and scale your business on a foundation you can trust.
BUILT FOR
Built for businesses that deliver
Service Businesses
Consultants, agencies, and professional services firms that need to manage client relationships, deliver projects, and track every billable hour.
Creative Teams
Design studios, marketing agencies, and creative shops that juggle multiple projects, collaborate with clients, and need to stay profitable.
Freelancers & Solopreneurs
Independent professionals who want enterprise-level tools without enterprise-level complexity or cost.
Growing Teams
Small businesses scaling up who need a system that grows with them — not another tool to outgrow.
FAQ
Questions? We've got answers.
Ready to run your business smarter?
Join the waitlist and be the first to experience the future of business management.