Helm CRM
A pipeline-first CRM with email sync and team handoffs for SMB sales orgs
Helm CRM is the AppLiaison answer to the question 'why is HubSpot $1,200 a month for a six-person team that just wants a Kanban of deals.' It does the boring middle of CRM extremely well — bidirectional Gmail and Outlook sync, a Kanban-or-table pipeline view, deal tasks with reminders, an audit-logged record of every contact and deal change — and ignores the ten percent of the surface area where the giants compete on marketing and CMS features that no SMB sales team uses.
Key features
- Bidirectional Gmail and Outlook email sync (no manual BCC, no IMAP scrapes)
- Kanban or table pipeline view with drag-to-stage and bulk edits
- Deal-level activity timeline with full audit log per contact
- Smart task reminders with calendar-aware nudges
- Customizable deal fields and pipeline stages per team
- Slack and Microsoft Teams notifications on deal-stage changes
- Importer for HubSpot, Pipedrive, and CSV with field-mapping preview
- Role-based access with SSO (SAML on the License model)
Architecture
Built on the Vertical SaaS Stack.
What you get
Helm ships as a working multi-tenant SaaS instance under your brand. New sales orgs sign up, complete the email-sync OAuth flow, and have their first synced thread in under five minutes. The core loop — log into Helm, see today’s deals, follow up with one click, watch the pipeline move — is sharpened to the point where reps actually use it.
Sample customer story (placeholder — illustrative only)
A 22-person residential solar installer licensed Helm to replace the stack of spreadsheets their estimators used to track post-quote follow-up. Within three weeks of go-live their close-rate on quoted-but-not-closed deals improved by 14% — not because Helm did anything magical, but because the smart task reminders prevented the one thing that always killed those deals: the fourth follow-up that nobody got around to.
What’s NOT included
- Marketing automation. Helm does not do drip email campaigns, landing pages, or lead-scoring models. If you need those, the Sendwave (email marketing) and Surveysmith (NPS) apps in the AppLiaison library cover the ground.
- Quote-to-cash automation. Helm tracks deals; it does not generate proposals, e-signature them, or post the closed deal to your accounting system. We can wire any of the three through integrations on a license engagement, but they’re not in the box.
- Customer-side ML deal scoring. No black-box “this deal is 73% likely to close” model. Pipeline stages and probabilities are configured, not predicted.
- Mobile-first. A responsive web view works on a phone, but there is no native app. Reps live in the browser.
Whitelabel surfaces
| Surface | Themeable | Custom domain |
|---|---|---|
| Web app | yes | yes |
| Transactional email | yes | yes (sender domain) |
| PDF deal reports | yes | yes |
| Slack and Teams app | yes (logo + name) | n/a |
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