Everything your front office needs
One platform that handles calls, messages, books, and clients — while you focus on the work.
AI Receptionist
AI Receptionist
Never miss a call again
- Answers calls 24/7 — even when you're on the job
- Cuts the cost of after-hours answering services and on-call staff
- Books appointments directly to your Google Calendar
- Takes messages and routes them to the right person
- Handles FAQs so you don't have to repeat yourself
- Sends a post-call summary straight to your inbox
AI Concierge
AI Concierge
Your AI makes the outbound calls you don't have time for
- Appointment confirmations & reminders — cut no-shows automatically
- Lead and past-client follow-ups, on time every time
- Surveys and review requests once the job's done
- Promos and announcements to the right group of clients
- Every call logged with a summary and the outcome
HelmSmart AI Assistant
HelmSmart AI Assistant
Your business co-pilot, one tap away
- Ask plain-English questions — "what's overdue?", "how's cash flow?", "who should I follow up with?"
- Answers come from your live business data, not generic advice
- Drafts the perfect text to any client in seconds — then sends it for you
- Auto Pilot can reply to a client's incoming texts automatically, in their language
- Floats on every screen, so help is always within reach
Smart Inbox
Smart Inbox
Every message, handled intelligently
- Email and SMS unified in one clean inbox
- AI triage flags urgent messages vs. routine ones
- Auto-replies acknowledge clients instantly
- Missed-call text-back — a missed call becomes a friendly text, so the lead doesn't slip away
- Detects language and responds accordingly
Invoicing & Bookkeeping
Invoicing & Bookkeeping
Get paid faster, stay on top of your books
- Create and send professional invoices in seconds
- Track expenses and categorize automatically
- Bank reconciliation without the spreadsheet headache
- Profit & loss reports ready when you need them
Calendar & Scheduling
Calendar & Scheduling
Your calendar, always current
- Two-way Google Calendar sync keeps everything aligned
- Clients can book open slots without back-and-forth
- Automated reminders reduce no-shows
- Manage availability across multiple team members
Client CRM & Pipeline
Client CRM & Pipeline
Know every client, close every deal
- Full client profiles with contact history
- Visual deal pipeline from lead to closed
- Notes and follow-up reminders in one place
- Import existing contacts in minutes
AI Daily Briefing
AI Daily Briefing
Start every day knowing what matters
- Morning summary of overdue invoices that need attention
- Today's calls and appointments at a glance
- Unread messages ranked by urgency
- Tasks due so nothing slips through the cracks
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