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Description
See Helix Flag risk reports for your customers right inside your CRM. New customers are auto-logged as gray flags. Helix Flag brings customer risk checks into the CRM you already use. Open a customer's record in your CRM, tap the Helix Flag button, and instantly see their risk flag — pulled from the Helix Flag business network. Found a bad customer? File a report in a couple of clicks, with their details already filled in from the page. Everything happens inside your CRM. • One tap — reads the customer already on your screen, no retyping • Check + Report in one panel, sharing the same details • Works on Salesforce, HubSpot, Jobber, Service Titan, Housecall Pro and more — plus a one-click "enable" for any other CRM you use • Sign in with your Helix Flag account — no API keys, no setup • Privacy-first: it reads only name/contact details, and never reads Social Security numbers, card numbers, or bank details Requires a Helix Flag business account.
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