Use case · Mid-market SaaS
The Monday morning pipeline report. The CRM hygiene. The dashboard refresh. Done automatically.
OpenHelm delivers the Revenue Operations analyst function as a managed service, recurring reports, CRM hygiene, pipeline analysis, and stakeholder updates, plugged into your existing stack.
now
A fraction
Of a £100–170k loaded hire
07:55 Mon
Recurring, on schedule
3 reports
Off the analyst’s plate
Already in production with
What we do
What runs on schedule, every week.
Monday pipeline report
Pulled from CRM, formatted to your template, distributed at 07:55 sharp.
Stale deal alerts
Deals past 14 days without next steps, flagged for the AE Slack channel.
Forecast variance
Monthly actuals vs forecast by rep, region, and segment with narrative.
CRM hygiene
Missing fields, duplicate accounts, deals past close date, queued for one-click fix.
Dashboard refresh
Looker, Tableau, or Metabase pulling from clean upstream data sources.
Stakeholder updates
Recurring Slack messages assembled from live CRM data, sent to the right people.
What you receive
What it actually looks like.
Posted at 07:55 sharp, before the team stand-up.
revenue
OpenHelmnow
Pipeline report, week of 22 April
- ›Coverage ratio: 3.2x (Δ +0.4 wow)
- ›12 stale deals flagged, 3 missing next steps
- ›Top stage drop: Discovery to Eval, 38% (vs 42% last week)
- ›Open opp at risk: Vertex (£180k, no activity 16 days)
Actual vs forecast by rep, refreshed monthly.
Forecast variance, March
Live
| Rep | Forecast | Actual | Variance |
|---|---|---|---|
| A. Khan | £220k | £245k | +11% |
| M. Singh | £180k | £165k | -8% |
| L. Brown | £140k | £152k | +9% |
| Team | £540k | £562k | +4% |
The same recurring outputs at half the headcount cost.
What clients say
OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every
Founder · Smoothie Wars
Pricing
Two ways to bring OpenHelm to the revops / sales ops analyst workload.
Self-serve, where your team drives OpenHelm directly, or a managed service, where a dedicated operator runs the brief on your behalf and stays in close contact across calls, email, and Slack.
Self-serve
Every tier includes every feature and unlimited seats.
Basic
For small teams getting started with AI at work.
- Every feature, no gates
- Unlimited seats
- Voice + text interface
- Isolated credential vault
Pro
For teams putting OpenHelm to daily work across a few functions.
- Priority onboarding
- Team-shared memory & history
- Read/write across shared Drives
- Slack + MS Teams integration
Max
For teams running OpenHelm continuously across the business.
- Priority support
- Higher per-job concurrency
- Custom workflow templates
- Quarterly review with the team
Managed Service
A dedicated operator on your account, calibrated to the revops / sales ops analyst brief.
For teams that want a real human in the loop. Hop on calls, share data over email or Slack, and have outputs reviewed before they reach you. Pricing is bespoke to your scope and quoted on enquiry.
- A dedicated human operator on your account, available by call, email, or Slack
- Calibrated to your brief, format, and tone
- Outputs reviewed by a human before delivery
- First month free without commitment, then a custom quote
Custom quote
Quoted to your brief
12-month contract, first month free without commitment.
Twenty minutes on a call, real scoping, then a quote.
A scenario most VPs of Sales will recognise.
Three reports, one analyst, 40% of their week
Your CRO wants a pipeline report every Monday at 8am. Your VP of Sales wants a stale deal alert every Thursday. Your CEO wants a forecast bridge before every board meeting. Currently, your RevOps analyst is spending 40% of their week assembling these three outputs manually. OpenHelm runs them on schedule, connected to your live CRM data, while your analyst focuses on the analysis that actually requires judgment.
Built to plug into the stack you already pay for.
The operator model: every output is reviewed by a human with role-relevant experience before delivery. This isn’t a chatbot.
The audit trail: every action logged, every output timestamped. If compliance asks what generated a research note, there’s a clear answer.
Data security: credentials stored in isolated vaults with scoped permissions. Nothing leaks sideways between clients.
The trial structure: first month at no charge on a defined brief, so you can benchmark quality against your own standards before committing.
More use cases
Other roles where the same model works.
Run one Monday report through us. Then decide.
Brief us on the recurring report your team relies on most. We’ll build it, schedule it, and run it for the first month at no cost. If the output matches your standards, we’ll roll it into an ongoing arrangement covering the rest of your recurring work.