Built for marine. Not adapted from auto. Every feature here exists because a real boat dealer asked for it.
Search every connected distributor at once. Compare price, stock, and lead time side-by-side. Submit purchase orders directly to the supplier — without leaving HelmDMS.
HelmDMS is the exclusive marine DMS partner for ExoInvoice, the AI-powered invoice processor. Drop your supplier PDF into HelmDMS, ExoInvoice extracts every line item, and HelmDMS matches it to your catalog and queues it for one-click confirm. Receiving sessions go from 90 minutes to 60 seconds.
Scan it, upload the PDF, or forward the supplier email to a dedicated address. Your first 25 parses are free — after that, paste in your own ExoInvoice API key and HelmDMS hands the work off automatically.
AI parses vendor, parts, quantities, per-batch prices, and supplier SKUs — even with mis-hyphenations and abbreviation variants.
Auto-match against your catalog, inline-create unmatched parts, review side-by-side with the original PDF, and click to post — with full lot tracking.
HelmDMS is ExoInvoice's exclusive marine DMS partner. No competing marine DMS offers this integration.
First 25 parses are on us — try it on real receiving sessions before you commit. After that, paste your own ExoInvoice API key into Settings → Integrations. ExoInvoice subscription is billed separately by ExoInvoice.
Drop the manufacturer's rebate PDF into HelmDMS. ExoInvoice extracts every eligible model, the discount amount, the valid window, and the customer info the manufacturer requires. From that moment forward, HelmDMS auto-applies the discount at the counter, blocks tendering until the required customer info is captured, and exports a complete claim report when the period ends.
Upload the rebate PDF when Mercury, Yamaha, or Suzuki publishes one. ExoInvoice reads eligible items, discount amounts, valid dates, and the customer-info fields the manufacturer wants on the claim form.
Ring up an eligible item during the valid window and HelmDMS applies the rebate automatically — no spreadsheet to update, no tribal knowledge. Sale can't be tendered until name, address, hull ID, or whatever the manufacturer requires is captured.
End of the rebate period, click Export. HelmDMS produces the manufacturer's claim report — every qualifying sale, every customer field — formatted to upload to the OEM portal or attach to an email. No Excel reconstruction.
Built on the same ExoInvoice integration that handles supplier invoices. No competing marine DMS automates the rebate claim flow end-to-end.
A parts counter built for speed. Your team shouldn't fight software while a customer is waiting at the register.
Concern, cause, correction. Tech assignment. Multi-day jobs. Status board. The bay finally makes sense — and the front desk knows what's ready without walking back.
A scheduling tool that doesn't make you click 14 times to book one appointment.
One button finds the first open slot for the right tech and books it.
30-minute snap. Mouse or touch. Reschedule with confirmation modal.
Configurable deposit and no-show fee per your shop's policy.
Strip below the header shows each tech's next open hour with date and time.
Auto 24-hour and 2-hour reminders. Customer can confirm by reply.
Intake SMS includes how long the job's expected to take.
One canonical part. Multiple vendors. Real-world data, finally modeled correctly.
From first inquiry to final signature. Every step of a boat deal, tracked and managed in one place.
Lead, quote, deposit, financing, delivery — every deal at a glance.
Capture details, photos, valuations. Track residuals through the deal.
Bill of sale, purchase agreement, retail installment contract — generated as PDFs.
Stripe-powered deposit links customers can pay from their phone.
Track every unit on your lot. Hull ID, photos, asking price, status.
Sold units come off your website automatically. No webmaster needed.
Branded with your logo and photos. Mobile, fast, hosted by us. Inventory pulls live from HelmDMS — list a boat in the DMS and it's on your site seconds later. No syncing, because there's nothing to sync. It's the same data.
Your logo, your photos, your colors. Custom domain (your-dealership.com). SSL, hosting, mobile, all included — no separate web bill.
Boats, parts, prices, photos — what's in HelmDMS is on the site. Mark a boat sold, it comes off the site automatically. No webmaster, no double-entry.
Contact form submissions, finance applications, service requests — all create customer records and tasks in the DMS automatically. The lead and the customer are the same record.
Boat Push syndicates your inventory to the Boats Group network — Boat Trader, YachtWorld, Boats.com — through one feed, and automates organic posts to your dealership's Facebook page. Update the price in HelmDMS once; every channel updates within minutes. Mark a boat sold; it's pulled from every channel automatically and a "Just Sold" post can fire to your Facebook page.
Photos, specs, asking price, description — entered once on the boat record. HelmDMS validates the data against each channel's required fields.
Boat Trader, YachtWorld, Boats.com — the Boats Group network, through one feed — plus your own dealer site, all populated within minutes. Photo galleries, descriptions, specs, all syndicated.
An inquiry from Boat Trader creates a customer record and lead task in HelmDMS, tagged with the source channel. You see which channel is converting and which is just chewing budget.
Beyond Marketplace listings: HelmDMS creates organic posts on your Facebook page automatically. New boat listed? Post fires with photos, price, and a CTA. Boat sold? "Just sold — congrats to the new owner" post celebrates the win and reinforces social proof. Price drop? Post fires. The page stays active without anyone remembering to post.
Boat Push is included with every HelmDMS subscription. No per-listing fee, no extra feed bill — channel placement fees (paid directly to Boat Trader, YachtWorld, etc.) are still your existing channel subscriptions.
Drift can capture a lead. Your answering service can take a message. Neither one can tell a customer "Mr. Smith, your boat is ready Tuesday at 10am" — because they don't have your DMS data. HelmDMS AI Agent does. One agent, two surfaces: natural-voice phone calls (ElevenLabs-backed) on your business line, and an AI chat on your dealer site. Both read the same DMS and book into the same scheduling system.
Natural-voice (ElevenLabs) — not robotic. Answers when nobody can pick up: lunch, after hours, parts counter slammed, Saturday. Caller hears your shop's name, not "press 1 for sales." Captures the reason for the call, looks up the customer in the DMS, handles status checks and FAQ, transcribes to a HelmDMS task, and pages a human for anything it can't handle.
Same agent, same DMS data — embedded in your dealer site (or any site, via the embed snippet). 24/7 lead capture and service-status answers. Site visitor asks about a boat, the AI knows what's actually in stock and what the price is. Asks if their boat is ready, the AI checks the DMS and replies. No more "fill out this form, we'll call you back tomorrow."
The 30% of inbound calls that go to voicemail at lunch, after hours, or when the counter's slammed. Each one a potential lost sale or service ticket.
The 8–15 status calls per week your service writer fields, each interrupting whatever they're doing. AI handles them; humans handle the actual work.
Drift / Intercom / HubSpot can capture an email. They can't tell a customer their boat's ready, look up a hull ID, or quote a part. Yours can.
Currently live at our launch dealer (Hitec Marine) handling real inbound calls and site chat. Phased rollout for HelmDMS dealers: lead capture and service-status answers ship at launch; appointment booking and deeper lead qualification follow once prompts are battle-tested.
This is the same agent we'd put on your phone — trained on HelmDMS instead of your dealership. Ask it about features, pricing, or how the AI handles inbound calls. It's our agent, answering for itself.
Call (866) 615-HELMToll-free · Talks back like a human · No human gatekeeper
Two clocking systems, one purpose: pay people right and know what jobs took.
Unlimited users at the same flat price. Each role sees the right view, no clutter.
Desktop, tablet, phone. Browser-based. No installs.
US-hosted. Encrypted backups nightly to Cloudflare R2.
Add to home screen on iPad — feels like a native app.
Tenant-aware from day one. Add locations without rebuilding.
Reserve a founding-dealer slot — $200 refundable deposit locks in $499/mo for life. Or book a demo first.