One Inbox for Everything
Stop digging through email threads, text messages, and sticky notes. Every conversation with every customer lives in one place — tied right to their CRM record.
Inbox
3 unreadWhen can you start on the kitchen? We're ready to go.
Got the material list. Looks good, let's schedule.
Demo is done on the Johnson kitchen. Plumbing starts Monday.
Stop Losing Messages
Every conversation in one place, tied to the right customer
Channels & Threads
Organize conversations by project, team, or topic. Public channels for announcements, private channels for sensitive discussions, and direct messages for one-on-one.
SMS Integration
Send and receive text messages right from Helm. Customer texts show up in the same thread as their emails and notes. No more checking two phones.
Email Campaigns
Send targeted emails to your customer segments. Announce a spring special, share project updates, or nurture leads with follow-up sequences.
CRM Connected
Every message is linked to a CRM contact. Open a customer's profile and see the full conversation history — emails, texts, notes, everything.
Team Messaging
Keep your crew on the same page. Create project channels, share updates, and coordinate without group texts or WhatsApp chains.
Client Portal
Give customers a simple link to view and reply to messages. No login required. They see their conversation, you see it in context.
One Thread Per Customer
No more searching through Gmail for that one email from three weeks ago. Every interaction with a customer — email, text, note — lives in a single thread.
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Full History
See every message, note, and file shared with a customer
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File Attachments
Share photos, documents, and plans right in the thread
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Notifications
Get notified when customers reply or new messages come in
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Team Handoffs
Anyone on your team can pick up the conversation where you left off
Kitchen Remodel — Lead
When can you start? We're ready to go on the kitchen.
Got the estimate. Looks great. Husband wants to review tonight.
Site visit done. Taking out wall between kitchen and dining room. Need structural engineer.
Initial inquiry via website contact form
Why Is the Inbox Free?
Communication is the backbone of every business. You shouldn't have to pay extra just to talk to your customers and your team. That's why the Inbox is included free with every Helm account, alongside the CRM.
Forever
Messages
Channels
Ready to Get Organized?
Start using the Inbox today. It's free, and it ties right into your CRM.
Start Free TodayNo credit card required. Free forever.
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