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Take the helm of your GTM motion.

One workspace for Account Executives, Sales Engineers and SDRs: their book of business, tasks and buying signals, on top of the CRM you already use.

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Visit helm.ideaboxai.com
LookoutSignal feedWatching
  • KestrelProduct launchPricing page viewed 7 times64
  • NorthwindFundingRaised a Series B91
  • Bramble Co.IndustryOutside your ICPBelow threshold
  • MeridianExec moveNew CRO78
Next best actionSequence ready for Northwind

“Saw the news: raised a series b. Worth a short call this week?”

Example data

One workspace.
Every role.

Three role-specific modules on one data model. Revenue leaders get roll-up visibility across all three.

AE · Compass

Guide. Grow. Close. Win.

The Account Executive cockpit. Manage your book of business, deal pipeline and next-best actions from a single view. No more tab tax.

  • Deal signals
  • Pipeline health
  • Task automation
EvaluationNorthwindKestrel
ProposalMeridian
ClosingHalcyon
Example

Say who you sell to.
Helm scores the rest.

Describe your ideal customer once. Every account and every story is graded against it, so the feed only shows what fits.

Firmographics

Headcount, revenue, ownership and funding stage, with a strict mode that drops what can’t be verified.

Weighted, not binary

Industries and scoring axes carry weights. Fit is a number out of 100, never a yes or no.

The threshold

Anything under the threshold never reaches the feed. Raise it, and the watch gets quieter and sharper.

Threshold35
  • Northwind91
  • Halcyon86
  • Meridian78
  • Kestrel64
  • Larkspur57
  • Fernhill41
  • Bramble Co.22

6 of 7 accounts reach the feedExample accounts

A standing watch,
kept in plain English.

Write the accounts you want in a sentence. Helm turns it into a search that keeps running.

Standing watch

UK SaaS that raised a Series B this month.

Every MondayNext in 3dScored against your ICP
This morning · to the feedNorthwind · Raised a Series B · 91Halcyon · Hiring 12 AEs · 86
Example

  1. Written in plain words

    “UK SaaS that raised a Series B this month.” Helm turns the sentence into a standing search.

  2. Run on a schedule

    The watch runs on the cadence you set, so new accounts arrive without anyone rerunning a search.

  3. Scored through the lens

    Every story is graded against the ICP. Only what clears the threshold reaches the feed.

Every business on the ground, researched.

  1. Draw the ground

    Type a district, town or postcode. Helm rules the search area on the chart.

  2. Name the trade

    Pick a category, or use your own words. Every matching business is pinned.

  3. Research one, or all

    Website, profile, decision makers and verified emails, live, step by step.

Your CRM stays.
The busywork goes.

Helm sits on top of your CRM and syncs both ways. Your CRM stays the system of record; Helm is where reps actually work.

Does Helm replace my CRM?
No. Helm syncs both ways with your CRM, so CRM hygiene happens as a by-product of the work instead of as an evening chore.
What do teams connect?
Your CRM, calendar, email and team comms. Data flows both ways, so your book of business shows up in Helm and changes flow back.
Who is it built for?
Account Executives, Sales Engineers and Sales Development Representatives, with roll-up visibility for revenue leaders.

A modular platform. Plug in what your team needs.

Start with the module for your role, and add the others when your team is ready.

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