What makes Helm different

Every module you need. None you don't.

The competition bolted a chatbot onto software from 1995. Helm was designed AI-first — every screen, every workflow.

AI Service Advisor

Customer says "my outboard bogs down at half throttle" — Helm suggests likely causes, parts needed, labor estimate, and a fair quote in seconds.

Drop-any-PDF ingestion

Drop a warranty claim, repair order, insurance certificate, or vendor invoice — Helm extracts every field and files it correctly. No re-keying.

Natural-language search

"Show me all 2023 pontoons under $60k I haven't shown in 30 days" — instant results across every table.

Bilingual by default

Every screen, every printout, every customer email works in English and Spanish. Your bilingual staff finally has a tool that meets them halfway.

Multi-location from day one

One inventory, many stores. A unit moved between locations stays in transit until the receiving store confirms it arrived, so nothing goes missing in the gap, and every report rolls up across the group or narrows to one lot.

Actually mobile-first

The floor sales rep, the service tech, the parts counter — every role has a mobile UI designed for one hand and a busy shop. Not a shrunk-down desktop.

Transparent pricing

Real prices on our pricing page, not a form to fill in. A 30-day pilot on your own inventory, set up with us, and no billing switched on until you say so.

Your data stays yours

CSV export from every list, and a QuickBooks- and Xero-compatible ledger export. No integration fees, no export fee, no hostage-taking on the way out. A public API is on the roadmap.

Migrate in a weekend

Export units, customers and parts from your current system as CSV and map the columns once, with us. Deals, repair orders and ledger history are not imported yet, so those start fresh.

Every module, deep.

Inventory
  • ·VIN / HIN / serial decoding
  • ·Photo uploads, resized on the device
  • ·Aging alerts + repricing
  • ·Multi-location transfers
  • Consignment trackingplanned
  • ·Bulk import from IDS/DX1/Lightspeed
Sales & CRM
  • ·Lead capture from the web
  • ·Pipeline stages + forecasting
  • ·F&I quote calculator
  • ·Trade-in appraisal
  • Digital retail integrationplanned
  • ·eSign document flows
Service
  • ·AI Service Advisor
  • ·RO writer + tech dispatch
  • ·RECT (Repair Event Cycle Time) reports
  • ·Warranty claim submission
  • ·Parts sourcing suggestions
  • ·Customer text updates
Parts
  • ·OEM catalog lookups
  • ·Bin locations + counts
  • Auto-reorder rulesplanned
  • ·Vendor PO management
  • ·Supersession chains
  • ·Special order tracking
Reports & Analytics
  • ·Real-time dashboard for every role
  • Industry benchmarkingplanned
  • Department P&Lplanned
  • Sales rep leaderboardsplanned
  • ·Aging + turn-time reports
  • Custom report builderplanned
Accounting Bridge
  • ·QuickBooks-compatible export
  • ·Xero-compatible export
  • ·Sage 50 export
  • ·Deal journal entries
  • ·Parts inventory adjustments
  • ·Bank rec support