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About

A business automation system uses technology and integration tools to perform repetitive and complex tasks. The easy-to-operate system connects different tools and features to drive data and automate the business process, such as; accounting, record maintenance, employee management, and consistent analytical reporting. Our business process automation software makes day-to-day operations more cost-efficient by saving time and accelerating productivity. The Process automation software transforms all sized businesses to do more in less time, the reduced effort of staff and employees are diverting to create more sales and focus on business expansion.

About

Appointment scheduling, point-of-sale, staff management, marketing automation, and a whole lot more. HelmBot makes it easy for business owners to stay on top of all the complicated parts of their business in one place. HelmBot is designed to save you time and bring in extra appointments, every single day.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes in need of an advanced ERP solution

Audience

Brick and mortar, service-based businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$95 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.9 / 5
design 4.9 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cordis Technology
Founded: 2009
United States
www.cordis.us

Company Information

HelmBot
Founded: 2013
United States
helmbot.com

Alternatives

Alternatives

WellnessLiving

WellnessLiving

WellnessLiving Systems
Aptien

Aptien

Aptien Inc.
Acuity Scheduling

Acuity Scheduling

Squarespace

Categories

Categories

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Dance Studio Features

Attendance Management
Billing & Invoicing
Class Management
Competition Management
Instructor Management
Inventory Management
Online Payments
Online Registration
Point of Sale (POS)
Recital Management
Scheduling
Student Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Massage Therapy Features

Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management
SOAP Notes

Order Management Features

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Point of Sale Features

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
eCommerce Integration
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Team Communication Features

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Waitlist Features

Alerts/Notifications
Customer Database
For Restaurants
Prioritization
Public Waitlist
Reporting & Statistics
Self Check-in
Waiting Time Tracking
Waitlist Status Tracking

Waiver Features

Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk

Yoga Studio Features

Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management

Integrations

Facebook
Google Analytics
Mailchimp

Integrations

Facebook
Google Analytics
Mailchimp
Claim Cordis Value Creation Automation (VCA) and update features and information
Claim Cordis Value Creation Automation (VCA) and update features and information
Claim HelmBot and update features and information
Claim HelmBot and update features and information