HelmBot

My background is in electronic health record software for cancer clinics and integration with existing hospital systems so I have seen dozens of products over the years. All come with pros and cons for their specific niche market. From the business side of things they often require staff to touch 2-3 pieces of software on any given day leading to training issues, upgrade testing bottlenecks and worst of all inconsistency of care for patients/clients. The fact that Helmbot contains all the features you could want to run your clinic, health / wellness centre, without a bunch of one-off features built for specific customers is refreshing. All the features integrate together to give it its power. A robust appointment scheduler that is integrated into an online portal for customers to self-schedule, an instant messaging tool for internal communications, ample notepads to keep detailed accounts of every interaction, a POS, customer appointment notifications, inventory and order tracking, staff shift scheduling, a group logbook, resource management, task generators to make sure everything is done on time, and so much more. Upgrades are also seamless as the software is all cloud based and updates are rolled out regularly. Even contacting and communicating with customer support is built right into the platform. The time savings on training staff on 1 system instead of 3 or 4 is worth the price of admission alone.

Integration with third-party apps or other CRM or EHRs is limited however the team is constantly assessing and adding new features as demand dictates.

This software does prettty much everything. From scheduling appointments, to setting up an online store, internal staff scheduling, recording testing levels, providing customer reports, and being full of any feature you could possibly want—floathelm’s got it covered.
The BEST part of this software is the customer support team. Any question, feature idea or problem I encounter is ALWAYS answered, solved or investigated within hours. No long wait times, no hassle, no problem. If something comes up that their team can’t handle, they are proactive in getting the message to the right people who can help solve the problem. Further, they offer over the phone help if ever needed, with no long wait times or frustration. Special shout out to [SENSITIVE CONTENT HIDDEN], who have helped me navigate many many many MANY questions or confusions and always offer helpful tips and feedback into how I can use the software to the best of its ability.

I wish there was an app. An app would make floathelm even better for customers and admins alike.

The ease of use and detailed reports are amazing. The fact that it integrates easily into my website is awesome

The use over devices like smart phones can be cumbersome.

It is easy to use from both a customer and business point of view. Setup and integration is easy, it is niche to float centres which makes it perfect if you are a float centre. Having worked in other companies with other ERP systems like Oracle and Netsuite, I can say with full certainty this is by far way better than those software systems simply because it doesn't have all the back-end issues those systems have, which are not tailored to any specific industry, and because of it's one-size-fits all approach is horrible for adapting to your business. If you are a float center, Floathelm fits perfectly in, and the customizations for adapting to your specific needs as a float center are so much tighter and easier to implement. Customer service is very helpful and quick, and I'm not waiting on back and forth emails between developers to maybe partially fix something a week later down the road.

If you are not a float center, then this probably isn't for you.

I absolutely love Helmbot - its been an essential component of our business. Its super user friendly from both a customer and staff point of view. The developers are extremely receptive to feedback - often implementing feedback suggestions within days!

I honestly dont have any negative feedback about it. Have our business run on Helm is amazing - I feel very lucky. We started with them just as they were launching theeir product - its continuously improved over the last 6 years. Now its smoother than ever.