Catch up before the call.
An AI summary on every record, regenerated on demand.
CRM for SaaS teams
Every deal, with the whole customer history.
Manage contacts, companies, and deals with the email, meetings, support conversations, and project work behind them. Ask Agent prepares you for calls and drafts follow-ups from that history.
14-day free trial · No card required
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 |
18 contacts · OrbitDesk
Contacts and companies, each with an owner and the full history.
01
Know the account.
See what your customer has asked, discussed, and agreed.
02
Find the next step.
Signals flag buying intent, risk, and expansion, and quote the message behind each.
03
Follow through.
Give the next step an owner and keep the work connected.
One account. A shared history.
Walk into the next call already up to speed.
Bring the latest email, meeting decisions, support issues, and linked work into one view. Ask Agent to bring you up to speed before you speak—without asking every team for an update.
Customer history stays attached
Email, meeting notes, and the linked task, summarized on one record.
Give the next teammate a starting point.
Tasks, emails, meetings, calls, deals, support, and notes in one timeline.
Keep the relationship in view.
Linked project tasks show what engineering owes the customer.
Pipelines
See where each deal stands, and why.
Track each deal alongside the email, meetings, and support activity that explain it.
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
CUSTOMER EVIDENCE → NEXT ACTIONSpot the opportunity. Understand the concern.
Helpin reads email, meetings, support conversations, and linked project work for buying intent, risk, and expansion. Each signal quotes the message it came from.
CUSTOMER SIGNALS
See the evidence.
Choose what happens next.
An issue to address before the renewal conversation.
“Before we discuss renewing, can you confirm when full exports will work?”
Maya Chen · Northstar Labs · Customer emailWHY IT MATTERS
Maya wants an update before discussing the next term. The linked export task is still in review.
PROPOSED NEXT STEPSam Rivera
Sam checks the release status and prepares an update.
Sam RiveraCustomer message and linked work attached
Every signal links to its source. You decide what happens next.
Playbooks
Explore AI agents Give every follow-up milestones, owners, and approvals.
Turn a signal into a plan with milestones and success criteria. With automation on, an agent checks progress on a schedule and proposes next steps for your approval.
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.
Resolve the concern. Confirm the outcome. Agree on what comes next.
The essentials, connected
Everyday CRM, covered.
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.
Before you bring your relationships over
Get to know Helpin 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.
What is included on each plan?
On Cloud, Starter includes 5,000 contacts. Growth adds unlimited contacts and deal automation. Both are included when you self-host, with no plan limits.
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 0.1 beta. Your team runs the installation and covers hosting and provider costs. Learn more →
Start with the history.Your deals, next to
Your deals, next to
the work behind them.
Import your contacts, connect Gmail and Google Calendar, and give your team and Ask Agent the same customer history.
14-day free trial · No card required
Open source · Self-host free, or let us run it