Helm
Hub for Every Level of Management
One command deck for every manager — CRM, delivery, people, cash, stock, docs, and AI ops, from the front line to the executive team.
Pay with Lightning. No card, no seat math. Sample data loads in one click so you can see it full.
Eight modules. One login. One truth.
The all-in-one suites bundle forty apps and forty dashboards. Helm gives each manager one deck that already knows the rest of the company.
CRM & pipeline
Accounts, contacts, and a stage-by-stage deal board with weighted forecast and stale-deal alerts.
Projects & tasks
Kanban across every project, workload by person, progress per project, due-this-week at a glance.
Finance
Invoices, expenses, receivables aging, and a six-month invoiced-versus-spent view.
Inventory & orders
Stock on hand, reorder alerts, movements, and sales orders that draw down stock.
People
Directory, roles, departments, and time-off requests with approvals.
Docs & announcements
A nested company wiki plus announcements that land on every dashboard.
AI Ops
Ask questions and get answers grounded in your live pipeline, cash, tasks, stock, and people.
Security built in
MFA, lockout, audit log, per-request CSP, and a NIST SP 800-171 control mapping ready for your SSP.
Built for every level
Front line
Their tasks, their deals, their time off. One place, no tab sprawl.
Managers
Board views, workload by person, approvals, and what is due this week.
Executives
Pipeline, receivables, spend, stock value, and the attention list on one command deck.
One price. Every member.
Priced for the company, not per head, so the front line is in the system too.
Workspace plan
50,000 sats(about $40)
per workspace, per 30 days. Unlimited members. Paid by Lightning invoice from inside the app: no card on file, no seat count. Unused days roll forward when you renew.
- •All eight modules: CRM, projects, people, finance, inventory, docs, AI Ops, security settings
- •Unlimited members, invited by you or provisioned from your directory
- •Single sign-on with your identity provider and SCIM provisioning
- •Audit log with CSV export and a NIST SP 800-171 control mapping for your System Security Plan
- •Open API with scoped keys, plus Stripe, Square, and HubSpot connections
Sign-up and the full tour are free. Load sample data with one click before you pay.
Design partners
Five companies, 90 days on us
For defense suppliers and small teams willing to give honest feedback on a monthly call. Write to [email protected] with your company name and what you run today.
Compliance is part of the product, not a plugin
TOTP multifactor, lockout and rate limits, append-only audit trail, nonce-based CSP, server-side authorization on every request, and a NIST SP 800-171 control mapping written to drop into your System Security Plan. Aligned with CMMC Level 2 practices; certification remains an assessment of your organization.