helm.

EVERYTHING YOUR
BUSINESS NEEDS.

One connected system for the digital side of your business.

helm. app
h

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

Website

Your digital foundation.

Leads

Capture every opportunity.

Customers

Know your business.

helm.

Bookings

Make the next step easy.

Payments

Get paid.

Automations

Repetitive work, handled.

01

YOUR DIGITAL FOUNDATION.

A professional presence built into your business system.

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Website

yourbusiness.com
Book nowServices

Uptime

99.9%

Load

0.9s

Forms live

4

02

CAPTURE EVERY OPPORTUNITY.

Keep incoming business organized from the first interaction.

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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

03

KNOW YOUR BUSINESS.

Keep customer relationships in one place.

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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

04

MAKE THE NEXT STEP EASY.

Let customers move from interest to action.

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Bookings

M
T
W
T
F
S
S

Wednesday

09:00Estimate · Lane RoofingConfirmed
11:30Consultation · D. RuizConfirmed
14:00Site visit · O. PikeReminder sent
16:30AvailableOpen

05

GET PAID.

Keep transactions connected to 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

06

LET HELM DO THE REPETITIVE WORK.

Automate the follow-ups and tasks that slow you down.

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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

ONE BUSINESS. ONE SYSTEM.

Get started