Your business answers every call, sends every invoice, and never misses a beat — automatically.
HelmSmart gives small businesses a 24/7 AI front office. More control, less effort.
How it works
HelmSmart runs your front office so you can focus on the work you love.
A customer calls
Your AI receptionist answers every call 24/7, collects details, and books the appointment directly into your calendar — no hold music, no voicemail.
Invoice is sent
The moment a job is marked complete, HelmSmart auto-generates the invoice, emails it to your client, and tracks payment status in real time.
You wake up informed
Each morning your AI briefing surfaces today's appointments, overdue invoices, and any urgent messages — so you always know what matters most.
Everything you need to run your business
Mark leads your AI team: Emma answers calls, Sarah follows up, Emily drafts your social posts, Alex keeps invoices moving, and Tim writes your weekly digest.
AI Receptionist
Answers every inbound call around the clock. Books appointments, captures leads, and routes urgent calls — no human operator needed.
AI Concierge
Your AI makes the calls you don't have time for — appointment confirmations & reminders, lead and past-client follow-ups, surveys, and promos. Every call logged.
Ask Mark, your AI COO
Ask anything about your business and Mark answers from your live data. Ask him to remind a client about an invoice or text a client, and he hands it to the right teammate — nothing goes out until you approve it.
Smart Inbox
Email and SMS in one place. AI triage surfaces urgent messages, drafts replies, and missed-call text-back turns a missed call into a lead instead of a lost one.
Invoicing & Bookkeeping
Create and send invoices in seconds. Track expenses, flag overdue payments, and get a real-time view of your cash flow.
Calendar & Scheduling
Syncs with Google Calendar so bookings land where you already live. Avoid double-bookings and automated reminders handle no-shows.
Client CRM
Track every client, deal, and follow-up in a simple pipeline. Know exactly where each relationship stands without digging through notes.
AI Daily Briefing
Start each morning with a plain-English summary of your day — top priorities, upcoming appointments, and anything that needs your attention.
- 24/7
- Always-on AI receptionist
- 3 languages
- Use HelmSmart in English, Chinese or Spanish
- Every call
- Logged with a summary and a full transcript
What it looks like in practice
“Before HelmSmart I was losing jobs every week because I couldn't answer the phone while on-site. Now the AI picks up every call, books the job, and sends me a summary. I haven't missed a lead in months — and my invoices actually go out the same day.”
Ready to take the helm?
Every feature is free while HelmSmart is in beta — no credit card required.