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What is HelmBot?

HelmBot offers a range of functionalities, including appointment scheduling, point-of-sale management, staff oversight, and marketing automation, among others. This comprehensive tool simplifies the management of various intricate aspects of a business, allowing owners to streamline operations from a single platform. By utilizing HelmBot, you can efficiently save time and increase the number of appointments you secure each day, enhancing overall productivity.

What is Cordis Value Creation Automation (VCA)?

A business automation solution utilizes advanced technology and integration methods to effectively manage both simple and complex tasks. This intuitive system connects different tools and features to facilitate data organization and automate workflows throughout various business activities, such as accounting, record-keeping, employee management, and routine analytical reporting. Our automation software improves everyday operations by enhancing cost efficiency through time savings and boosting productivity levels. By revolutionizing businesses regardless of their size, this automation tool enables employees to focus their diminished workload on driving sales and focusing on strategic growth initiatives. Consequently, this transformation not only streamlines operations but also cultivates an environment that encourages innovation and creativity within the organization, leading to long-term success.

Media

Media

Integrations Supported

Facebook
Google Analytics
Mailchimp

Integrations Supported

API Availability

API Availability

Pricing Information

$95 per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

HelmBot

Date Founded

2013

Company Location

United States

Company Website

helmbot.com

Company Facts

Organization Name

Cordis Technology

Date Founded

2009

Company Location

United States

Company Website

www.cordis.us

Categories and Features

Appointment Scheduling

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

Business Management

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

Dance Studio

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

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Mobile Access
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Sales Intelligence
Segmentation
Social Marketing
Website Visitor Tracking

Massage Therapy

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

Membership Management

Automatic Renewals
Email Marketing
Event Management
Member Portal
Member Types
Membership Database
Payment Processing

Order Management

Inventory Management
Order Entry
Order Tracking
Returns Management
Shipping Management
Special Order Management

Payment Processing

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

Point of Sale

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

Project Management

Client Portal
Collaboration Tools
Idea Management
Milestone Tracking
Resource Management
Time & Expense Tracking

Scheduling

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

Task Management

Collaboration
Create Subtasks
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

Team Communication

Activity / News Feed
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Search
Task Management

Waitlist

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

Waiver

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

Yoga Studio

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

Categories and Features

Barcoding

Not specified

Business Management

Not specified

ERP

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

Expense Report

Not specified

Food Delivery

Not specified

Membership Management

Not specified

Task Management

Not specified

Team Management

Not specified

Work Order

Not specified

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