Your business operating system.
CRM, pipeline, projects, tasks, invoices, and an AI copilot — unified in one control panel built on Notion.
MRR
€24,800
+12%
Pipeline
€61,200
8 deals
Active projects
12
3 due this week
Invoice paid
Zenchi — €3,200
Lead scored
Novak GmbH — 9.1/10
Task completed
SEO audit — Skelin
Client health alert
Kaufhaus Digital — at risk
Built by operators. Designed for agencies.
- 10+
- databases unified
- 6
- core modules
- 1
- AI copilot
The Problem
Your business lives in too many tabs.
Scattered data
Client info in one tool, projects in another, invoices in a third. Nothing connects.
No single view
You can’t see MRR, pipeline health, and overdue tasks in one place without building it yourself.
Manual busywork
Updating statuses, chasing payments, compiling reports — hours lost to work that adds no value.
Notion power, Notion complexity
You built your system in Notion, but it’s getting hard to navigate and harder to scale.
Helm puts everything in one place — and gives you an AI copilot to navigate it all.
Core Modules
Everything you need to operate.
Dashboard
Real-time MRR, pipeline value, revenue trends, and priority tasks at a glance.
CRM
Track every client relationship with health monitoring, contact history, and value metrics.
Leads Pipeline
Six-stage sales funnel with source tracking. See where every deal stands.
Projects
Track delivery across project types, phases, and budgets. Link to live URLs and deliverables.
Tasks
Priority-based task management. Assign to humans or AI. Never lose track of what’s due.
AI Copilot
Ask questions, create records, and get insights using natural language. Powered by Claude.
AI Copilot
Talk to your business.
Ask Helm anything. It reads your CRM, projects, tasks, and pipeline in real time — then answers in plain language or takes action on your behalf.
Which clients are at risk this month?
2 clients flagged as at risk:
- Kaufhaus Digital — no activity in 14 days, invoice overdue
- Nordic Home — project phase stuck for 8 days
Want me to draft a check-in email for either?
Integrations
Built on the tools you already use.
Helm connects to Notion as its source of truth, with AI powered by Claude and automations through n8n. Your data stays where you put it.
Notion
Claude
n8n
Slack
Google Workspace
Who It’s For
Built for teams that run on service revenue.
Digital agencies
Manage clients, campaigns, and deliverables from one dashboard instead of five tools.
Consulting firms
Track engagements, pipeline, and utilisation without spreadsheet gymnastics.
Service businesses
Any team billing for time or projects that needs a clearer view of operations.
How It Works
Up and running in three steps.
Connect
Link your Notion workspace.
Configure
Map your databases and invite your team.
Operate
Start using your unified control panel.
Connect
Link your Notion workspace.
Configure
Map your databases and invite your team.
Operate
Start using your unified control panel.
Get early access to Helm.
We’re onboarding the first cohort of agencies. Join the waitlist and be the first to know when Helm launches.
No spam. Unsubscribe anytime.
From the same team
Need help implementing AI workflows? We also offer hands-on AI implementation services.