THE OPERATING SYSTEM
FOR YOUR BUSINESS.

Your website, leads, customers, payments and automations — connected in one place.

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Overview

Leads

34

+8 this week

Customers

112

Revenue

$24.8k

+12%

Bookings

19

Activity · 30 days

Website

Online · monitoredHealthy

Requests

Update service pageOpen
New booking ruleIn progress

Recent leads

Marcus Lane
Lane Roofing
New
Dana Ruiz
Ruiz Studio
Contacted
Owen Pike
Pike Wellness
Qualified

TOO MANY TOOLS.

Website

CRM

Forms

Calendar

Payments

Messaging

Automation

ONE SYSTEM.

helm.

EVERYTHING CONNECTED.

Website

Your digital foundation.

Leads

Capture every opportunity.

Customers

Keep relationships organized.

helm.

Bookings

Turn interest into action.

Payments

Get paid with less friction.

Automations

Let repetitive work run itself.

NEVER LOSE AN OPPORTUNITY.

Every enquiry lands in one inbox, answered instantly and tracked to the end.

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Leads

All 34New 8Contacted 11Qualified 9Won 6

Inbox

Marcus Lane
Lane Roofing
New
Dana Ruiz
Ruiz Studio
New
Owen Pike
Pike Wellness
Contacted
Rosa Medina
Medina Movers
Qualified
Ivan Cole
Cole Interiors
Won

Follow-up queue

3 scheduled · next in 2 hours

Response time

4mAutomated

EVERYTHING IN ONE PLACE.

Every customer, plan and history in a single record.

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Customers

Active

112

Recurring

$18.4k

Retention

94%

Directory

Lane Roofing
marcus@lane.co
Active
Ruiz Studio
dana@ruiz.studio
Active
Pike Wellness
owen@pike.health
Active
Medina Movers
rosa@medina.mx
Paused

Lane Roofing · record

Contact

Marcus Lane

Plan

Pro

Since

Mar 2025

Bookings

42

GET PAID WITHOUT THE BACK-AND-FORTH.

Invoices, links and reminders connected to the rest of your business.

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Payments

Collected

$24,860

This month

Outstanding

$3,120

Avg. time to pay

1.8d

Invoices

INV-1042
Lane Roofing
Paid
INV-1041
Ruiz Studio
Paid
INV-1040
Pike Wellness
Sent
INV-1039
Medina Movers
Reminder

Checkout link

pay.yourbusiness.com/inv-1040Live

LET HELM HANDLE THE REPETITIVE WORK.

Follow-ups, reminders and requests run on their own.

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Automations

Lead submittedTrigger
Instant reply sentAction
Follow-up in 2 daysWait
Booking inviteAction
Review requestAction

Runs this month

1,284

Hours saved

46

Estimated

BUILT AROUND YOUR BUSINESS.

SERVICE BUSINESSES

Quotes, jobs, follow-up.

PROFESSIONAL SERVICES

Credibility, then intake.

APPOINTMENT BUSINESSES

A calendar that runs itself.

LOCAL BUSINESSES

Found, chosen, remembered.

LET'S BUILD YOUR HELM.

Tell us about your business. We'll take it from there.

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What kind of business do you run?

BUILD YOUR BUSINESS INFRASTRUCTURE.

One system. Everything connected.