Helm Systems connects the software your business already runs on — your CRM, QuickBooks, your marketing tools — into automatic reports, alerts, and AI-powered workflows. The answers land in your inbox. There's no new dashboard to babysit.
Free 30 minutes · No pitch, no contract · A straight answer on whether I can help
Your business generates data every day — every sale, every call, every dollar of ad spend. But it's scattered across your CRM, a spreadsheet, and your inbox. Nothing talks. Nothing surfaces. So you make decisions on gut, you think the ads are working, and the whole time there are leaks you can't see — deals you're losing, customers who drifted away, money slipping through gaps you don't even know exist.
That's the fog. And it's costing you more than you think.
Field notes
If you checked even two of these — that's the fog. And it's fixable.
Field notes
Most owners have already tried something here. It usually breaks the same three ways.
Buying more software without connecting it to what you already run just adds another tab nobody opens.
A dashboard you have to remember to log into is homework. If it doesn't land in your inbox on its own, it's dead by week two.
A one-time setup with nobody checking on it breaks quietly, and nobody notices until the numbers stop adding up.
Helm Systems connects the software you already use so your business finally becomes visible to you. No new platforms to learn. No dashboards to babysit. The answers come to you — in your inbox, on your phone, wherever you already look.
You stop guessing. You start seeing. And you're the one steering.
Survey 01–04
01
See what's actually making you money.
Connect your CRM, QuickBooks, and the rest of what you run on into a report that lands automatically — revenue by category, deal volume, open invoices. No more pulling it by hand.
02
Stop losing things to 'I'll get to it.'
Automate the repetitive parts — follow-ups, reminders, hand-offs between tools — so nothing falls through because someone forgot.
03
Tools that take action, not just answer questions.
Custom AI built into your workflow — drafting, triaging, flagging what actually needs a human — instead of another chat window nobody opens.
04
Stop losing customers you already earned.
Every lead tagged at the source and tracked to closed or lost. Every finished project automatically triggers the right follow-up.
Plotted route
I learn how your business runs and where the fog is thickest.
Exactly what gets built, what it connects, what you'll see. No jargon.
Small, scoped work ships in under a week. You touch nothing technical.
Reports arrive, alerts fire, you get back to the work.
Case study · Lynchburg, VA
Job data, invoicing, and lead sources were scattered across field software, QuickBooks, and somebody's memory. I connected it into one pipeline with an automated Monday morning report and a re-engagement flow that reaches back out to past customers.
Read the full case study →
The Crew · one year in
$7,300+/yr
in labor cost avoided through automated reporting and customer messaging
6,200+
automated customer touchpoints per year
Who you're working with
I'm Peter Helm, based in New Hampshire. I build these systems for growing businesses across New England and beyond.
I know the software you use because I've built inside it — CRMs, GoHighLevel, QuickBooks, Airtable, n8n. You don't need another tool. You need the tools you already have to finally work together and tell you something useful.
No long contracts to start. No corporate runaround. Just a straight answer about whether I can help.
Builds inside
You own your data. Always.
Month-to-month — no auto-renewing traps. I connect what you already pay for. I don't sell you another tool.
Three ways in
No packages, no menu of tiers — every business's setup is different. These are the shapes the work usually takes once we've talked through yours.
Option A
One scoped connection, built and handed off. The move when you already know exactly what's broken.
Option B
Multiple pipelines working together, tuned as your business changes.
Option C
I stay on as things shift — new tools, new locations, new questions you didn't know to ask yet.
Straight answers
Book a free 30-minute call. I'll tell you honestly whether I can help — and if I can't, I'll point you to something that can.
Or send a note