Sales
Never lose a lead again. Sales is the foundation of your Helm account — where every contact, every opportunity, and every follow-up lives. It connects everything else you do, from estimates to invoices to job tracking.
Contact Pipeline
12 New LeadsBathroom Remodel - $8,500
Kitchen Quote - $24,000
Deck Installation - $12,000
Stop Letting Leads Slip Through the Cracks
The tools you need to grow — completely free
Never Lose a Lead
Every prospect, customer, and vendor in one place. No more spreadsheets, sticky notes, or contacts scattered across phones.
Close More Deals
See every opportunity at a glance. Know exactly who to follow up with, what stage they're in, and what it takes to close.
Capture Leads Automatically
Website visitors fill out a form and become contacts automatically. No manual data entry, no missed inquiries.
Stay On Top of Follow-Ups
Tasks, appointments, and calendar events keep your team accountable. Nothing falls through the cracks when it's all tracked in one system.
Build Stronger Relationships
Full history of every interaction — calls, notes, meetings, emails. Walk into every meeting prepared and make clients feel valued.
Work as a Team
Everyone sees the same customer data. No more “did anyone call that lead?” — your whole team stays aligned.
Why Are the Sales Tools Free?
We believe every contractor deserves professional tools to manage their business. Sales is free because it's the foundation everything else builds on.
When you're ready to grow, add paid modules like BidRoom for estimating, LeadGen for marketing, or Storefront for material sourcing. But the Sales tools? Those are yours forever, no strings attached.
- No credit card required to sign up
- No time limits or trial periods
- No hidden fees or surprise charges
- Full functionality, not a stripped-down version
/forever
- Unlimited contacts & accounts
- Lead pipeline management
- Tasks & appointment scheduling
- Calendar & activity tracking
- Vendor management
- Team collaboration
Built for Contractors
Designed for the way you actually work
General Contractors
Track every lead from first contact to signed contract. Manage subcontractor relationships and keep clients in the loop without extra effort.
Plumbers & HVAC
Service call tracking and organized follow-ups that turn one-time calls into repeat customers. Build a referral engine, not just a contact list.
Electricians
Commercial and residential leads in one place. Know what's quoted, what's approved, and what's ready to schedule — without digging through email.
Start Growing Your Business Today
Join contractors who are closing more deals with Helm's free Sales tools.
Start Free TodayNo credit card required. Free forever.
Ready to Do More?
Add powerful tools when your business grows