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Helm is Sontairo’s CRM and structured-data product. It works like a spreadsheet-database hybrid: you organize data into bases, each base holds tables, each table has typed fields, views, and records. Use it for contacts, deals, applicant tracking, content calendars — anything that lives in rows.
Helm CRM is a paid monthly add-on and is included on Ultra and Enterprise plans. See Plans & Pricing. Access is account-wide: one active CRM add-on covers your whole workspace.

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The building blocks

Linked records connect tables to each other — link a deal to a company, an applicant to a role — and every change to a record is tracked in a revision history.

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The AI builder

You don’t have to design your base by hand. Open the Helm Builder chat and describe what you need — it creates bases, tables, fields, and views, and can seed sample records so you can see the structure working immediately. The builder can also scaffold complete starter templates, such as a Real estate CRM, an Applicant tracker, or a Content calendar, each with multiple linked tables and sample data.
The builder makes changes for you rather than describing them — ask for “a pipeline table with stages and a kanban view” and it appears in your base. It will not delete your data; deletions stay in your hands in the UI.

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Learn more

Automations

Trigger actions when records change, on a schedule, or when a payment arrives.

Import your data

Bring data in from Airtable or a spreadsheet.

Sharing & transfers

Share a base with people outside your account, or move it to another account.