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HelmarOps

At the helm of your business — 25 AI tools, one platform, from $79/mo·helmarops.com

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HelmarOps is an all-in-one AI-powered business platform for small and medium businesses, combining CRM, an AI voice receptionist, invoicing, scheduling, marketing, review management, and other tools into a single platform. It is built for 20+ industries including home services, legal, accounting, insurance, coaching, and real estate. The platform automates workflows such as lead follow-up, appointment booking, invoicing, and review requests.

What it's for

Answer business calls 24/7 and book appointments via AI voice agentText new leads within 60 seconds and enroll them in nurture sequencesAuto-generate invoices from closed deals and accept Stripe paymentsAuto-request Google reviews after appointments and route negative feedback privatelyTrack permits, licenses, and compliance deadlines with renewal remindersOffer buy-now-pay-later financing at checkoutForecast weekly cash flow based on pipeline, invoices, and expensesAuto-assign jobs to the nearest available team memberGenerate AI-powered job estimates and proposals with e-signature

Features 20

  • AI business copilot / command center dashboard
  • AI chatbot for website lead qualification
  • AI CRM with contacts, deals, and pipeline
  • AI dispatch and smart routing of jobs to team members
  • AI photo documentation with auto-tagging
  • AI Voice Agent / 24/7 AI receptionist
  • AI-generated proposals with built-in e-signature
  • AI-powered job estimates
  • Automated invoicing and Stripe payments
  • Customer financing (buy-now-pay-later) via Stripe
  • Email & SMS marketing campaigns with AI-generated copy
  • Job costing and profitability tracking
  • Online scheduling and booking pages
  • Permit and compliance tracking with renewal reminders
  • Referral and loyalty program tracking
  • Review and reputation management with sentiment routing
  • Unified inbox for SMS, email, calls, voicemails
  • Webhooks and Zapier/Make integration to 5,000+ apps
  • White-labeled client portal
  • Workflow automation across tools

At a glance

API
TypeWeb app
DeploymentCloud
PlatformsWeb
Forsmall and medium businesses, solo operators, contractors, law firms, accountants, coaches, insurance agencies, growing teams
CompanyHelmarOps · 2026

Integrations

StripeQuickBooksZapierMakeWhatsAppGoogleMicrosoftClaude

Complianceself-reported

CCPASOC 2GDPRHIPAAPCI DSS

Pricing

No setup costs, no contracts, month-to-month billing. Enterprise tier is quote-based (contact sales). A features page mentions '7 days free trial' for the AI Receptionist, but the site FAQ explicitly states there is no free plan or trial and every plan is billed immediately — contradictory statements found on the site.

Starter$79/mo

For solo operators

Up to 3 team members; AI Voice Agent 60 min/mo; SMS + Email 500/mo each; 1 phone number

Growth$149/mo

Most popular; for growing businesses

Up to 10 team members; 200 AI voice minutes; Marketing 5,000/mo

Pro$349/mo

For growing teams needing white-labeling and API access

Up to 25 team members; 500 AI voice minutes

EnterpriseQuote

Custom Enterprise pricing available — contact sales

Last checked 29 days ago·