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.
Customer says "my outboard bogs down at half throttle" — Helm suggests likely causes, parts needed, labor estimate, and a fair quote in seconds.
Drop a warranty claim, repair order, insurance certificate, or vendor invoice — Helm extracts every field and files it correctly. No re-keying.
"Show me all 2023 pontoons under $60k I haven't shown in 30 days" — instant results across every table.
Every screen, every printout, every customer email works in English and Spanish. Your bilingual staff finally has a tool that meets them halfway.
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.
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.
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.
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.
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.
- ·VIN / HIN / serial decoding
- ·Photo uploads, resized on the device
- ·Aging alerts + repricing
- ·Multi-location transfers
- ○Consignment trackingplanned
- ·Bulk import from IDS/DX1/Lightspeed
- ·Lead capture from the web
- ·Pipeline stages + forecasting
- ·F&I quote calculator
- ·Trade-in appraisal
- ○Digital retail integrationplanned
- ·eSign document flows
- ·AI Service Advisor
- ·RO writer + tech dispatch
- ·RECT (Repair Event Cycle Time) reports
- ·Warranty claim submission
- ·Parts sourcing suggestions
- ·Customer text updates
- ·OEM catalog lookups
- ·Bin locations + counts
- ○Auto-reorder rulesplanned
- ·Vendor PO management
- ·Supersession chains
- ·Special order tracking
- ·Real-time dashboard for every role
- ○Industry benchmarkingplanned
- ○Department P&Lplanned
- ○Sales rep leaderboardsplanned
- ·Aging + turn-time reports
- ○Custom report builderplanned
- ·QuickBooks-compatible export
- ·Xero-compatible export
- ·Sage 50 export
- ·Deal journal entries
- ·Parts inventory adjustments
- ·Bank rec support