Helm CRM

The Helm CRM is a 360-degree software platform built specifically for digital agencies to manage operations by connecting commercial, delivery, growth, financial, and artificial intelligence functions in a single system. It covers the entire journey from the first contact to the final billing, managing companies, contacts, pipelines, proposals, and activities linked to revenue. The platform integrates with tools like Google Ads, Microsoft, GitHub, PostHog, WhatsApp, and Slack to automate lead capture, follow-ups, handoffs, and reporting.

Helm CRM is designed for digital agencies, software houses, IT consulting firms, outsourcing companies, and squads that sell and deliver technology services. The platform allows users to start with just the commercial modules and gradually enable delivery, growth, and financial features as their operation matures. Workspaces can be organized by product or unit, and the system supports multiple brands and operations within a single architecture.

Users can begin using the CRM immediately by importing companies, contacts, and deals via CSV files. The platform offers a free 14-day trial that does not require a credit card, and users can cancel at any time without a cancellation fee on monthly plans. Annual plans remain active until the end of the contracted period, and the initial setup can be configured in minutes.

The platform provides customizable pipelines, stages, tags, fields, templates, workspaces, and permissions that can be tailored to specific needs. Users can personalize the sales process by adding their own fields and templates, and the system supports structured handoffs between sales and delivery teams to preserve context. Pipelines are configurable by workspace, allowing different teams to have unique views and workflows.

The system connects commercial, delivery, growth, and finance functions to create a unified source of truth from the first contact to the final invoice. It includes features like forecast generation, next action alerts, and stagnation warnings to help teams prioritize leads based on context and potential. The dashboard displays real-time metrics such as pipeline value, predicted revenue, and conversion rates.

The platform includes a delivery and projects module that allows teams to plan projects, organize backlogs and sprints, and track hours while keeping clients and teams aligned. It connects scope, risks, access levels, and stakeholders directly to the project, ensuring that the commercial context is preserved during the handoff to delivery. Progress, blocks, hours, and budget are all visible in one place.

The Joy AI feature generates suggestions, drafts, summaries, and recommendations to assist users but does not make decisions autonomously. Every relevant action requires user review and approval before execution, ensuring that the AI supports rather than replaces human judgment. The AI integrates with the same data base used for automations, dashboards, and reports while respecting individual access permissions.

The system supports multiple authentication methods including email and password, magic links, and Google or Microsoft OAuth. Advanced plans can include mandatory multi-factor authentication, single sign-on (SSO), SAML, and SCIM for enhanced security. Data isolation is guaranteed through a multi-tenant architecture that applies permissions by organization, workspace, and function.

The platform is developed by Pixelize and is based in Campo Grande, MS, Brazil, with business hours from Monday to Friday, 9 AM to 6 PM. The company provides practical content and resources to help agencies command better operations. Contact can be made via the email hello@helmcrm.com.br for inquiries about the platform.

The platform offers a modular architecture that allows users to enable resources according to their maturity level without needing to replace their entire process at once. Users can start by capturing and qualifying leads, then move to selling and planning, and finally deliver and grow their business through structured handoffs. The process is designed to evolve the operation in three movements without requiring a complete overhaul.

The platform provides a unified view of revenue, capacity, and margin to help teams make better decisions. It connects scope, hours, costs, contracts, and billing to protect profit margins and align the entire team. The system aims to reduce repetitive tasks and provide more clarity for decision-making while maintaining a consistent experience for both the team and the client.

The platform includes a lead finder and SDR cadences module to help teams prioritize leads based on context, activity, and potential. It also offers proposal and contract management features to streamline the sales process. These tools are part of a broader suite designed to connect all stages of the operation from lead capture to final billing.

The system allows users to import their existing data via CSV and provides an assisted onboarding plan for eligible plans. Small teams can configure the CRM and pipeline on the same day, while operations with integrations and multiple workspaces receive a dedicated implementation plan. The platform supports flexible workspaces to organize units, brands, and operations efficiently.

The platform supports multiple languages and markets by offering a modular architecture that can be adapted to different regions and operational needs. It is designed to scale with the agency, allowing users to add new workspaces and features as they grow. The system is built to handle complex operations across various industries within the technology sector.

The official website of Helm CRM is helmcrm.com.br.