Ask for a quick briefing.
An AI summary on every record, regenerated on demand.
“Can we add another team to our plan?”
BeaconSales agentThinking…
CRM for SaaS teams
Know who needs a follow-up. Your agent prepares it.
The Beacon agent helps your team spot buying interest, understand a stalled deal, and prepare the next message. Keep contacts, deals, email, and customer conversations together.
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Open source · Self-host free, or let us run it
Contacts (18)
| Name | Stage | Status | Owner | Created | Actions | ||
|---|---|---|---|---|---|---|---|
| Customer | In Progress |  Sam Rivera | Today | ||||
| Sales Qualified | Open |  Aisha Patel | Yesterday | ||||
| Customer | In Progress | Sam Rivera | 2 days ago | ||||
| Opportunity | Open | Aisha Patel | 3 days ago | ||||
| Lead | New | Sam Rivera | 4 days ago | ||||
| Sales Qualified | Open | Aisha Patel | 5 days ago | ||||
| Customer | In Progress | Sam Rivera | 6 days ago | ||||
| Opportunity | Open | Aisha Patel | 7 days ago | ||||
| Lead | New | Sam Rivera | 8 days ago | ||||
| Sales Qualified | Open | Aisha Patel | 9 days ago | ||||
| Customer | In Progress | Sam Rivera | 10 days ago | ||||
| Opportunity | Open | Aisha Patel | 11 days ago | ||||
| Sales Qualified | In Progress | Sam Rivera | 12 days ago | ||||
| Lead | New | Aisha Patel | 13 days ago | ||||
| Customer | Open | Sam Rivera | 14 days ago | ||||
| Opportunity | In Progress | Aisha Patel | 15 days ago | ||||
| Lead | Open | Sam Rivera | 16 days ago | ||||
| Sales Qualified | New | Aisha Patel | 17 days ago |
Contacts, companies, and deals, with the customer history connected.
Know the account.
See the customer’s conversations, meeting decisions, and open issues in one place.
Find the next step.
AI spots buying interest, renewal risks, and expansion opportunities, with the source attached.
Follow through.
Give every follow-up an owner. Agents help prepare the next action with the account context.
One account. A shared history.
Get the account update before the call.
Ask Agent what changed since your last conversation. See the open issue, latest email, and meeting decision before choosing what to say.
MC
Maya Chen
Head of Operations at Northstar LabsCON-001Customer
Summary
Renewal is waiting on the export fix. EXP-142 is in review. Sam owns the follow-up.
Next stepSam Rivera
Confirm the release status with engineering and prepare Maya’s update.
Sam RiveraSources
CRM signalsRenewal concern
Maya needs a clear update before discussing the next term.
Needs attention · Sam RiveraActivity All activities
Renewal planning
“Before we discuss renewing, can you confirm when full exports will work?”
Maya Chen · Email · 18m agoRollout review
Complete exports are a requirement for Northstar’s wider rollout.
Meeting · Today · 32 minutesEXP-142 · Fix incomplete CSV exports
EXP-142 is marked In review. Release status has not yet been confirmed.
Linked task · In reviewCustomer history stays attached
Email, meeting notes, and the linked task, summarized on one record.
Make the handoff easier.
Tasks, emails, meetings, calls, deals, support, and notes in one timeline.
See the work the customer is waiting for.
Linked project tasks show what engineering owes the customer.
Pipelines
Keep the pipeline useful, not just up to date.
See the conversation behind a deal stage. Use agent assistance and configured deal rules to keep the record moving with the relationship.
Deals15 deals $343,200
Review3 deals$82,800
Follow-up3 deals$82,800
Proposal3 deals$43,200
Negotiation3 deals$78,000
Renewed3 deals$56,400
Separate pipelines for new business, renewals, and expansion.
Multiple pipelines, configurable stagesBoard and list viewsOwners, values, close dates, and win probability
Signals
Spot buying interest while the conversation is fresh.
A prospect asks about plans in chat. A customer mentions adding a team. Helpin finds these signals in conversations and meetings, with a source you can check before the Beacon agent helps you follow up.
OOrbitDesk
Playbooks
Explore AI agents Know who to follow up with, and what to say.
Set a follow-up plan and owner. With automation enabled, an agent checks progress on a schedule and prepares the next action. Your approval rules decide what it can send or change.
Renewal follow-through
Published · Version 3 Accepting signals
Define what progress looks like.
Give each milestone a result your team can confirm.
Milestone 1
Understand the concern.
Success criteria
The account owner has documented what the customer needs and linked the relevant conversation and work.
Northstar example
Maya needs complete exports and a confirmed update before discussing renewal.
Milestone 2
Confirm the customer is unblocked.
Success criteria
The team has confirmed the release, and the customer has verified that the affected workflow works.
Northstar example
Maya confirms that the full contact list exports successfully.
Milestone 3
Agree on the renewal next step.
Success criteria
The customer and account owner have agreed on the next commercial step and its timing.
Northstar example
Sam and Maya agree when to review the renewal proposal.
The essentials, connected
Your everyday CRM. With agents to help.
Organize your relationships.
Contacts with owners, lifecycle stages, and labels, linked to their companies.
Keep email and meetings close.
Sync Gmail and Google Calendar, and send email from the record.
Make it fit your process.
Configure pipelines, stages, and win probability.
Find the right accounts.
Search contacts, companies, and deals. Filter contacts and deals by stage, owner, and more.
Bring your existing data.
Import CSV files and map columns before processing.
Fill in missing details.
Ask Agent to research a contact or company. Every enriched field keeps its source link.
Questions, answered
FAQs about Helpin’s CRM
What can I manage in Helpin CRM?
Contacts, companies, and deals across new business, renewal, and expansion, connected to the conversations and work behind each account. Your team can see the commercial relationship alongside support and delivery. Learn more →
Can I manage renewals and expansion as well as new business?
Yes. Create a pipeline for each process, with its own stages and win probability. Each deal has an owner, a value, and a close date. Learn more →
Where do customer signals come from?
Email, Google Calendar, recorded meetings, support conversations, linked project work, and product usage if you send events. Each signal quotes the message or record it came from. Learn more →
Will agents send messages or change deals without review?
Agents follow the tool access and approval rules you set, so you choose which actions need review. Deal automation can create or advance deals from high-confidence signals, but only for signal rules an admin has promoted. Learn more →
Can we bring our existing data and email?
Yes. Import contacts, companies, and deals from CSV and map the columns before processing. Connect Gmail and Google Calendar. Zendesk and Intercom import is coming soon.
Can we self-host CRM?
Yes. CRM, including meetings, is part of the AGPL-3.0 product: free, with no plan limits. Community is in 0.2 beta. Your team runs the installation and covers hosting and provider costs. Learn more →
Start with the history.Give your sales team
Give your sales team
a useful next step.
Bring your contacts and connect Gmail and Google Calendar. The Beacon agent helps your team catch up, prioritize, and follow through.
14-day free trial · No card required
Open source · Self-host free, or let us run it