# HelmarOps Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about HelmarOps Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10043188/SteadyOps --- # HelmarOps Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) HelmarOps ## What is HelmarOps? HelmarOps is an AI business software platform combining CRM, communication, invoicing, and scheduling tools into one system. Its AI voice agent acts as a virtual receptionist, handling calls, booking appointments, accessing customer history, and summarizing calls. The CRM automates lead follow-ups via text and manages contacts. Invoicing features include invoice generation, Stripe payments, and recurring billing. Scheduling offers online booking, calendar sync, and automated reminders. A unified inbox centralizes SMS, emails, calls, and voicemails. Review management automates Google review requests and routes negative feedback privately. Marketing tools enable email and SMS campaigns with segmentation. Additional features include a client portal for booking and payments, proposal generation with e-signatures, job costing, cash flow forecasting, and Zapier integration for external app connections. ## What is HelmarOps used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HelmarOps?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://helmarops.com&name=HelmarOps) ## FAQs about HelmarOps Overview ### What company size and specific industries is SteadyOps built for? SteadyOps is designed for SMBs with 1 to 50 employees in insurance, home services, legal, accounting, real estate, salons, fitness, and consulting. It fits small teams in service-based businesses that need CRM, voice receptionist, and invoicing tools in one platform. Features and Usability ### What are the key features of SteadyOps? SteadyOps includes AI Copilot and Generative AI, plus sales and marketing tools such as lead capture, lead management, lead qualification, campaign management, and email marketing. It also offers reporting and analytics, sales pipeline management, workflow management, activity dashboards, alerts and notifications, document storage, and third-party integrations. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? SteadyOps starts at $79 per month for the Starter plan with 3 users, CRM, scheduling, an AI receptionist, 300 SMS, and 5 GB storage. Growth costs $149 per month for 10 users, and Pro costs $349 per month for 25 users. No free plan or trial is listed. Integrations ### Which third-party tools and platforms does SteadyOps integrate with? SteadyOps connects natively to Claude, Clerk, Gmail, Google Calendar, Google Drive, QuickBooks Online, Slack, Stripe, Twilio, WhatsApp, Xero, and Zapier. Its catalog covers communication, productivity, accounting, authentication, and automation tools, giving teams a broad set of third-party connections for daily operations. Getting Started and Support ### What training and onboarding options does SteadyOps offer? SteadyOps provides documentation for training and onboarding. Documentation gives teams written reference material for reviewing product features, setup steps, and usage details at their own pace. No other training formats are listed in the catalog data. Getting Started and Support ### What customer support options does SteadyOps offer? SteadyOps offers email/help desk support, an FAQ/forum, and a knowledge base. Users can submit questions through the help desk, search the knowledge base for guidance, and use the FAQ/forum for common issues and peer discussion. No reviewer feedback is available to describe support speed or helpfulness. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results HelmarOps 31 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Starter $79.00 Flat Rate,Per Month It includes: - Designed for solo operators - Up to 3 team members - AI CRM (unlimited contacts) - AI Voice Agent (60 minutes) - Scheduling & booking pages - SMS + Email (500 messages each per month) - 1 phone number Growth $149.00 Flat Rate,Per Month It includes: - Includes everything in the Starter plan - Up to 10 team members - Invoicing & Payments - Unified Inbox - Marketing (5,000 messages per month) - Review Management - 200 AI voice minutes Pro $349.00 Flat Rate,Per Month It includes: - Includes everything in the Growth plan - Up to 25 team members - Client Portal (white-labeled) - AI Proposals & E-Sign - 500 AI voice minutes - API access - Dedicated support Enterprise - Custom $499.00 ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.