Run your agency from one workspace.
Helm replaces your project sheet, time tracker, credential doc, invoice template, and client-update email — with one tool that actually fits how a small agency works.
No credit card. 7 days. Up to 5 clients during trial.
Your agency runs on tabs.
One sheet for tasks. One for hours. A doc for passwords. A folder for invoices. A Slack thread for client updates. By Friday, half the work is keeping the tools in sync — instead of doing the work.
Whose deck is in v3? Did anyone start the report? Status is a constant chase.
Spreadsheets that nobody fills, billable hours rounded by guess, monthly cap surprises.
"What's the status?" "Where's the report?" "Can you send last month's hours?"
One workspace. Six jobs done.
Every feature is built for a specific delivery problem. Nothing for the sake of it.
Status flow, priorities, due dates, recurring templates, time estimates, and a workload view for the whole team.
Per-client overview, AI-built profile, plan & hour-cap tracking, stakeholders, time sheets, and a branded portal.
One-click timers, manual entries, billable / non-billable, per-client roll-ups, monthly cap warnings.
AES-256 client credentials. Selectively share read-only access with the client portal — no more screenshots.
Connect Gmail. AI parses incoming emails into review-ready task drafts. Toggle off any time.
Per-client portal with the work done, hours billed, invoices to pay, and credentials to copy. One link, your brand.
Helm vs. four separate tools
Same agency, two stacks. Look at the math.
- ClickUp / Asana (5 seats)$45–$95
- Toggl Track (5 seats)$45–$80
- 1Password Teams (5 seats)$20
- Stripe + invoice tool$15+
- Google Sheets + Drive$30 (Business)
Plus 4 logins, 4 places to update, 0 client-facing surface, and client emails written from scratch every Friday.
- Tasks with status flow + workload view
- Time tracking + per-client hour caps
- Encrypted credential vault
- AI inbox (Gmail-to-task)
- Branded client portals + invoices
- AI features with kill switch + budget
Flat fee. No per-seat math. No surprise upgrades when a feature you need is gated behind the next tier.
Built for the team you actually have.
Helm has no admin layers, no permission matrices, no SSO setup wizards. One admin, the rest are operators or clients. That's it.
Status flow, hour caps, client portals, time-bound reports. The artefacts your delivery team makes every day, not lead-pipeline dashboards.
Recurring task templates, monthly hour caps, weekly portal reports — designed for retainers and ongoing scopes, not waterfall projects.
Every AI feature has a kill switch and a per-org budget. Turn it off entirely and the rest of Helm keeps working exactly the same.
Ready to take the helm?
7 days free. No card. If it's not the cleanest workspace you've used, cancel before day 7 — we keep nothing.
Start your trialSet up your workspace in under 60 seconds.