> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sontairo.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Helm CRM Overview
> Airtable-style bases, tables, views, and records — with an AI builder that does the setup for you
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](/billing/plans). Access is account-wide: one active CRM add-on covers your whole workspace.
## The building blocks
| Concept | What it is |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Base** | A container for related tables — one base per domain (e.g. "Sales CRM") |
| **Table** | A collection of records with a shared set of fields |
| **Field** | A typed column: text, number, currency, date, checkbox, single/multi select, email, URL, phone, attachment, linked record, rating, duration, autonumber, and more |
| **View** | A saved lens on a table — grid, kanban, calendar, or gallery — with its own filters, sorts, grouping, hidden fields, and row height |
| **Record** | A single row of data |
**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.
## 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.
## Learn more
Trigger actions when records change, on a schedule, or when a payment arrives.
Bring data in from Airtable or a spreadsheet.
Share a base with people outside your account, or move it to another account.