Solution
CRM and Pipeline: Every Lead Tracked, Every Deal Visible
Helm's built-in CRM captures contacts automatically and shows your full pipeline at a glance, from first inquiry to closed deal.
A CRM is only valuable if it stays accurate without requiring your team to manually update it. Most standalone CRM tools fail this test because they rely on salespeople to log every call, move every deal, and enter every new contact by hand. Helm's CRM was built differently: it captures contacts and updates pipeline stages automatically based on real activity, so the data is always current and your team always knows what to do next.
The visual pipeline organizes every deal through six clear stages: New Lead, Contacted, Proposal, Negotiation, Won, and Lost. At a glance, you see exactly where every opportunity stands, which deals need attention, and where your revenue is likely to land this month. Drag a card to update a stage and every connected automation, email trigger, and task assignment fires instantly.
Because Helm's CRM shares a database with your booking calendar, email system, and store, every interaction a contact has with your business updates their record automatically. A form submission creates a contact. A booking moves them to Contacted. A proposal email logs to their timeline. You get a complete picture of every relationship without a single manual entry.
What you get
Contacts Auto-Captured
Every form fill, booking, chat inquiry, and store purchase creates or updates a CRM contact automatically, with no manual data entry required.
Six-Stage Visual Pipeline
New Lead, Contacted, Proposal, Negotiation, Won, and Lost stages give your team a shared, real-time view of every active opportunity.
Full Contact Timeline
Every email sent, appointment booked, page visited, and purchase made is logged to the contact record so your team has full context before every conversation.
Automated Stage Triggers
Moving a deal to a new stage can fire an email sequence, create a follow-up task, or notify a team member automatically, keeping deals moving without manual coordination.
Connected to the Whole Platform
The CRM shares data with Helm's booking calendar, email tool, and store so every touchpoint across your business is visible in one place.
Nadia AI for Pipeline Insights
Nadia monitors your pipeline and surfaces deals that have gone cold, contacts that need follow-up, and patterns in your win and loss data.
How it works
Import Your Existing Contacts
Upload a CSV or connect your current forms and landing pages. Helm maps your existing fields to the CRM and gets your starting database in place within minutes.
Connect Your Capture Points
Link your booking calendar, website forms, store, and chat widget to the CRM so every new inquiry becomes a contact automatically, from day one forward.
Work Your Pipeline Daily
Your team opens the pipeline each morning, sees exactly which deals need action, and moves through follow-ups with all the context they need right on the contact record.
Frequently asked questions
See Every Deal. Miss Nothing.
Start using Helm's CRM and get a clear, live view of your pipeline from day one. Your contacts capture themselves so your team can focus on closing.