Connect what already works
Microsoft 365, Xero, websites, forms and secure endpoints become part of one operational layer.
AI strategic operations command centre
Your business.
Your brain.
Your team.
HelmOS is the strategic operations command centre that learns how your business runs, gives seven AI agents the context to do the operational work, and keeps you in control of every decision.
7dedicated
AI agents
AI agents
237catalogued agent
capabilities
capabilities
1human-gated
approval layer
approval layer
One operating viewConfigured around your business
01
The inversion
Get your people back in front of people.
Let your customised agents take the helm on the work behind them.
Your team stays focused on clients, decisions and delivery while Helm prepares, coordinates and moves the operational work—with approval always in your hands.
- More client-facing time
- One clear line of sight
- More output without more admin
The team behind your team
Seven agents.
One line of sight.
Your Chief of Staff coordinates six specialists. Each one works from your processes, language and preferences—not a generic playbook. Select an agent to explore its full capability catalogue.
One connected operating system
From first lead
to final invoice.
Helm brings the work of running a business into one connected view, then gives your agents the tools to act across it.
CRMSales pipelineClient portalProjectsTasksInboxCalendarDocumentsMarketingSocial mediaFinanceApprovalsCRMSales pipelineClient portalProjectsTasksInboxCalendarDocumentsMarketingSocial mediaFinanceApprovals
Shape every view around you
Dashboards, pipelines, projects and workflows follow your business—not a software vendor’s default model.
Do more without runaway AI costs
Routine work is handled efficiently, while AI reasoning is reserved for work that needs judgement. Clear usage limits are built in.
What Helm actually does
The full operating suite.
Already built for agents.
The platform gives your agents somewhere real to work. Every record, task, proposal, project and client interaction becomes context they can read—and work they can prepare or progress under your authority.
CRM & client intelligence
Organisations, contacts, inbound leads, custom fields, tags, smart lists and a complete activity timeline—kept together as one source of truth.
Sales and Business Managers keep records moving and relationships visible.Sales pipelines & proposals
Run multiple pipelines, move opportunities from lead to decision, build proposals from your services and track views, value, stage time and conversion.
Your Sales Manager researches leads, drafts proposals and prepares follow-ups.Click-to-sign agreements
Turn an accepted proposal into a templated agreement with dual electronic signatures and a tamper-evident audit trail.
Acceptance can create the client, agreement, project, checklist and portal in one flow.Projects & private delivery
Manage phases, milestones, checklists, documents and deliverables in a private workspace connected to the right client and OneDrive folders.
Your Business Manager watches onboarding, document gaps, stalls and hand-offs.Tasks, delegation & authority
Assign owners, set priorities and recurrence, add subtasks and labels, then hand work up, across or down—or raise it to the approval queue.
Clear ownership and an activity trail keep delegated work accountable.A portal for every client
Give each client a branded, private home for project progress, personal checklists, agreements, uploads, downloads, deliverables and meeting requests.
Clients always know what is happening, what is ready and what they owe next.Inbox, calendar & Microsoft 365
Review email, triage the inbox, see your calendar, create Teams meetings and keep client activity and OneDrive documents connected to the work.
Your Personal Assistant handles the daily logistics and prepares what needs you.Campaigns & nurture
Build Mailchimp campaigns with a live HTML preview, use CRM audiences, run multi-step nurture sequences and bring opens, clicks and replies back into view.
Your Marketing Manager drafts the campaign, sequence and recommended next move.Social content operations
Repurpose long-form work into platform-native content, plan the rhythm, schedule posts and see the queue and calendar across your connected channels.
Your Social Media Manager prepares every post for approval before publishing.Finance & reporting
Bring Xero invoices and payments beside revenue, cashflow, client and service reporting—without replacing Xero as your accounting source of truth.
Your Finance Manager surfaces risks, forecasts and the decisions behind the numbers. The compounding advantage
Your business already has an operating system.
It lives across the founder’s head, documents, habits and half-finished procedures. Through a 12-week to six-month consulting programme, we turn that knowledge into one persistent business brain.
“The system does not teach your business how to work. We teach the system how your business works.”
Discover
Map the business, decisions, services and ways of working.
Codify
Build your SOPs, workflows, voice, rules and business units.
Configure
Shape Helm and each agent around that operating model.
Compound
Your knowledge stays current as the business changes.
Sovereignty by architecture
We set it up.
We hand you the keys.
Your private database, business brain, Microsoft connection and model keys are configured for your business and handed over to you. They are not pooled with ours or shared with another client.
Configured around
how you operate
- A private Supabase environment
- Your business brain built in Obsidian
- Microsoft 365 and existing app connections
- Seven agents trained on your workflows
- Approval rules and cost limits
Your business assets
stay your business assets
- Your database keys and client records
- Your brain, stored locally on your computer
- Your own AI keys and usage
- Your data, isolated to your instance
- Your database and brain remain yours if you leave
Private by defaultSeparate customer instance and data store
Human-gatedAgent recommends. You approve.
Fail-closedUnclear actions stop rather than run
AuditableEvery meaningful action is recorded
02Full-suite capability.
Full-suite capability.
A different operating model.
Helm covers the territory businesses often look to a large CRM suite to handle. The difference is that it was designed as a workplace for your agent team—and configured through management consulting around how your business actually runs.
Traditional CRM suiteHelmOS
Product breadth
CRM first, with additional hubs and modules
✓CRM, sales, delivery, portal, marketing, finance and agents in one operating system
The operating model
Configure your business inside the software’s model
✓Helm is configured around your SOPs, workflows and decision rules
AI
AI assists people operating the software
✓Seven named agents operate the system’s tools with you
Work
Your team still works every screen
✓Agents prepare, coordinate and route the repeatable work
Control
Automations follow predefined rules
✓Every consequential agent action is reviewable, editable and approval-gated
Ownership
Your operational data stays inside the vendor platform
✓Your database, business brain and model keys are controlled by you
Phase two · applications open
We are opening Helm to 20 businesses.
This is not a self-serve software rollout. You engage IntraWork to codify and configure your operations, then receive your first three months of the HelmOS subscription at no cost—with the full platform and all seven agents configured for your business.
Included in phase two
- Management consulting and business brain build
- Your own configured HelmOS instance
- Full access to all seven dedicated agents
- Three months of subscription included