HelmDMS is the automation layer marine dealers have been waiting for. Inventory syndication, rebate claims, AI inbound calls, supplier invoice scanning, service reminders, Facebook posts, accounting sync — all handled by the DMS, not your staff.
Automation isn't a feature checklist. It's hours of staff time per week that goes back into actually selling and servicing boats.
List a boat in HelmDMS. It auto-publishes to Boat Trader, YachtWorld, Boats.com, and your Facebook page within minutes. Update the price; every channel updates. Mark sold; every channel pulls it.
Natural-voice AI (ElevenLabs) answers when nobody can pick up. Looks up customers, checks service status, captures leads, transcribes to a HelmDMS task. The phone stops ruling your day.
Drop the rebate PDF in. HelmDMS reads eligible models, dates, and required customer info — then auto-applies the discount during the valid window and gates the sale until claim info is captured. End of period: one-click claim export.
Drop a supplier PDF. AI extracts every line, auto-matches against your catalog, and queues it for one-click confirm. The 90-minute receiving session is over. HelmDMS is the exclusive marine partner for ExoInvoice.
24-hour and 2-hour appointment reminders fire automatically. "Mark complete" on a work order auto-sends "your boat is ready" via the customer's preferred channel. No staff time, no missed pickups.
New listing? Post fires automatically. Boat sold? "Just Sold — congrats to the new owner" celebrates the win. Price drop? Post fires. Your page stays active without anyone remembering to post.
Sales, invoices, customers, vendors, items push to QuickBooks automatically. Your bookkeeper stops yelling. Month-end takes minutes, not days.
Your branded dealer website (included with HelmDMS) pulls live from the DMS — list a boat, it appears; mark it sold, it disappears. No webmaster, no "did anyone tell the website kid?"
Without HelmDMS automation, here's what the typical independent marine dealer's staff hours look like:
That's ~50 hours per month — more than a week of full-time staff — going to work that software should already be doing. HelmDMS doesn't add automation as add-ons; the platform IS the automation layer.
Most DMS vendors say "automation" and mean "we have a button you can click that runs something." HelmDMS' automation is event-driven and doesn't require a click. List a boat → channels update. Mark sold → reminders fire, posts go out, listings retract. Receive an invoice → ExoInvoice extracts it. Get a service call → AI Agent answers it. The work is done because of what already happened in the DMS, not because someone remembered to do it.
Customer relationships. Tech diagnoses. Boat-buying conversations. The work that actually requires human judgment is still yours. HelmDMS automates the operational plumbing that doesn't require a human — so your humans do what only they can do.
Every automation listed above is included in the $499/mo flat fee. No per-feature add-ons, no per-user fees, no module pricing. Founding-dealer pricing locks in for life — first 25 dealers only.
$200 refundable deposit reserves a founding-dealer slot. $499/mo locked in for life. No subscription charge until you're live.