Overview
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.
Details
- Version0.3.0
- UpdatedJuly 22, 2026
- Size33.86KiB
- LanguagesEnglish (United States)
- DeveloperInnovworxWebsite
2714 North Albany Avenue B Tampa, FL 33607 USEmail
mike@innovworx.comPhone
+1 651-341-4930 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
- D-U-N-S143656658
Privacy
Helix Flag — In-CRM Risk Check has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Helix Flag — In-CRM Risk Check handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
