HelmControl™

Run the agency. Properly.

HelmControl is the Agency Operations Workspace — the operational backbone of a creator agency. Companies, contacts, opportunities, tasks and activities in one place, designed around how creator agencies actually operate.

HelmControl™ — Relationship Command Centre
HelmControl™ — Relationship Command Centre
What it is

HelmControl™

  • The operations workspace of the Helm operating system.
  • Companies, Contacts, Creators, Documents, Opportunities, Activities and Tasks — all connected.
  • Creators are first-class records — represented, tracked and connected to every other object.
  • Built specifically for creator agencies — not adapted from generic business software.
Who it is for

Built for Creator Agencies.

  • Agency owners and founders
  • Business development leads
  • Operations and finance teams
  • Anyone responsible for creators, partnerships and pipeline
Problems it solves

Focused on the business problems, not the features.

Creators are treated like contacts.

In a generic CRM, a creator is just an email address. That's not enough to represent, retain and grow them.

The business side runs on spreadsheets.

Contacts, opportunities and tasks live in scattered files that no one really trusts.

Relationships lose momentum.

Without a clear activity trail, follow-ups get missed and opportunities go cold.

There is no shared view of the agency.

Leadership guesses at pipeline instead of seeing it in a single workspace.

Key capabilities

The things that matter most.

Companies

Track partners, brands and organisations relevant to the agency.

Contacts

Every person the agency knows — with real context, not just an email address.

Creators

Creators as first-class records. Connected to the companies, contacts and documents around them.

Documents

Contracts, briefs and creator paperwork — attached to the records that need them.

Pipeline & Opportunities

See opportunities move through stages with clarity and confidence.

Tasks & Activities

Clear ownership, follow-up and a live activity trail across every relationship.

Ask Helm™ & Platform Intelligence

Ask Helm™, CreatorDNA™ and Company Intelligence woven through the workspace.

Everything connected

One global object graph — the same objects powering every other workspace.

AI Assistance

AI keeps the operational side moving.

HelmControl uses AI to keep pipeline healthy, work visible and the whole team focused on what matters next.

Part of a platform-wide AI narrative — extended further by Helm Intelligence™.

  • Recommend next actions
    Surface the follow-ups, calls and tasks most likely to move opportunities forward.
  • Summarise activity
    Turn a week of contact and pipeline activity into a clear briefing for leaders.
  • Identify operational risks
    Flag stalled deals, quiet accounts and pipeline gaps before they become problems.
  • Prioritise opportunities
    Sort pipeline by momentum and potential — not by whoever shouted last.
  • Surface overdue work
    Nudge owners on tasks that are drifting past their due date.
  • Improve agency efficiency
    Small, consistent recommendations that compound into a tighter operation.
How it works

A few simple steps.

01
Import your world

Bring companies, contacts and opportunities into a single workspace.

02
Set the pipeline

Define stages that match how the agency actually operates.

03
Work the day

Tasks, activities and follow-ups keep momentum with every relationship.

04
See the whole business

Leaders get a real view — not a spreadsheet snapshot.

A look inside

Designed for the daily reality of the work.

Companies
Companies
Partners, prospects and customers in one relationship map.
Opportunity Pipeline
Opportunity Pipeline
See what's moving — and what needs attention.
Tasks
Tasks
Clear ownership and follow-up across the whole team.
Operational Dashboard
Operational Dashboard
The daily brief for the agency, powered by Helm AI.
Pricing

The Agency Operations Workspace.

Named-user licensing. Pay for the people who use it. Volume tiers apply automatically.

Includes
  • Companies, contacts, pipeline & activities
  • Tasks & operations
  • Reporting & dashboards
  • AI summaries & AI prioritisation
Implementation
From £393 — includes onboarding, pipeline configuration and team enablement.
HelmControl™
From£46/ user / mo
Illustrative pricing
Users
Price / user / mo
1–5 users
£46
6–10 users
£43
11–25 users
£39
26–50 users
£35
50+ users
Contact us
See full pricing
FAQ

Frequently asked questions.

Is HelmControl a CRM?+

HelmControl includes many capabilities found in traditional CRM platforms, but it was designed specifically around how creator agencies operate rather than adapting generic business software. We think of it as the Agency Operations Workspace.

Does it integrate with HelmOne?+

Yes. HelmControl and HelmOne share context so the business side and creator side connect.

How is it priced?+

Named-user licensing — pay for the people who use it.

Part of the Helm Ecosystem

Stronger together. Never required together.

Every workspace works on its own. Start with the one that solves your biggest problem today — expand into the wider ecosystem as the agency grows.

See HelmControl™ in your agency.

Request beta access or get in touch with the Helm team.