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Helix Flag — In-CRM Risk Check

helixflag.com
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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, ServiceTitan, 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: reads only name/contact details, never SSNs, card numbers, or bank details Requires a Helix Flag business account. Not a consumer reporting agency; output is market intelligence, not an FCRA consumer report.

Details

  • Version
    0.4.0
  • Updated
    July 29, 2026
  • Size
    36.1KiB
  • Languages
    English (United States)
  • Developer
    Innovworx
    2714 North Albany Avenue B Tampa, FL 33607 US
    Website
    Email
    mike@innovworx.com
    Phone
    +1 651-341-4930
  • Trader
    This 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-S
    143656658

Privacy

Manage extensions and learn how they're being used in your organization

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:

Personally identifiable information
Authentication information

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
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