Free Forever
Sales
Never lose track of a lead again.
Sales is the foundation of everything in Helm — it’s where every job starts and every relationship lives.
Start tracking leads for freeEverything you need to manage your pipeline
See every lead at a glance
Pipeline view shows every open opportunity, sorted by stage and value. Nothing slips through.
All your contacts, organized
Unlimited contacts. Add accounts, link contacts to jobs, track every interaction history.
Follow-up tasks that actually get done
Set reminders, schedule callbacks, link tasks to specific contacts. Never go a week without touching a hot lead.
Appointments that sync to your calendar
Schedule site visits and walkthroughs without leaving Helm.
Vendor management included
Track suppliers and subs the same way you track clients.