AI. Automation. CRM.

Make customer
work flow better.

HelmVex builds AI voice assistants, automates business processes and develops modern CRM systems so you can deliver exceptional service and grow with confidence.

AI Voice Assistants

Handle calls, FAQs, bookings and callbacks 24/7.

Business Automation

Automate workflows and connect your critical systems.

CRM Development

Custom CRM solutions that fit your business processes.

Client Portals

Secure dashboards with real-time visibility and reports.

Secure & Scalable

Built on AWS with security, scalability and reliability.

Industries We Serve

Automation that fits how your industry actually works.

We focus on service businesses where missed calls, repetitive administration and disconnected systems hold back customer experience and growth. We turn those friction points into efficient workflows that reduce avoidable cost, recover opportunities and create more room for revenue.

Hotels & Hospitality

Guests call at all hours needing a booking changed, a late check-out or directions to the spa. HelmVex pairs an AI voice assistant with your CRM or PMS, so every call is answered, logged and actioned — without adding headcount.

Every guest call answered

Reservations, late check-out and room requests handled the moment the phone rings, day or night.

Synced straight to your PMS

Bookings and guest preferences are written into your PMS automatically — no re-typing at the front desk.

Smart upsell timing

Room upgrades, spa slots and late check-out are offered when they're actually relevant to the call.

One view, every property

Call volume, requests and follow-ups in a single dashboard, even across multiple sites.

Integrations depend on the access and interfaces supported by your existing systems. We confirm feasibility during discovery before including any integration in the proposal.

Don't see your industry listed? The same voice, automation and CRM building blocks adapt to most service businesses — tell us about yours.

CRM Development

A CRM should reflect how your business actually works.

We connect customer enquiries, calls and follow-up activity to the systems your team already uses. Where existing tools do not meet the requirement, we can build a focused HelmVex solution around your workflow.

Enquiry capture

Turn calls and forms into structured service requests.

Customer timelines

Keep transcripts, outcomes and staff actions together.

Follow-up routing

Send work to the right team with the right context.

Management reporting

See patterns, demand and unresolved work clearly.

How It Works

A clear scope, a fixed project price and no unexpected invoices.

We start with the business problem, agree exactly what will be delivered and identify any ongoing hosting, telephony, usage or support costs before work begins.

Your implementation scope and fixed project price are agreed in writing before the build starts.

Every planned integration is listed in the proposal and checked against the access supported by your systems.

Any ongoing hosting, telephony, usage or support costs are explained separately and upfront.

01

Discover

A free discovery call to understand where missed opportunities, repetitive work and disconnected systems are costing time or revenue.

02

Design & scope

We define the focused workflow, confirm integration feasibility and provide a written scope with a fixed project price.

03

Build & integrate

We build the agreed assistant, automation, CRM capability or portal module and connect the approved systems.

04

Test & launch

We validate real scenarios, refine language and routing, and go live together with a documented handover.

05

Support & improve

We monitor the early results, tune the solution and recommend further improvements only where they add measurable value.

Timelines vary with scope. We confirm the delivery plan after discovery and before you commit.

Why HelmVex

Direct access, clear ownership and none of the agency layers.

You work directly with the people responsible for understanding, building and improving your solution.

Clear commercial control

Written scope, fixed project pricing and approval before any change affects cost or timing.

Direct technical access

Speak with the people doing the work, without requests disappearing through account-management layers.

Visible progress

Regular updates, practical demonstrations and clear decisions throughout the build.

Secure by design

Client separation, controlled access and careful handling of customer information are built into the solution.

Documented handover

Configuration, operating guidance and agreed responsibilities are documented rather than kept in someone’s head.

Value before complexity

We start with the workflow most likely to save cost, recover revenue or improve customer experience.

What's Included

Nothing vague, nothing left for you to guess.

Every proposal spells out exactly what is included. Depending on the agreed scope, a HelmVex solution may include:

AI Voice Assistant

Answering the phone, properly

  • Call handling for bookings, FAQs & callbacks
  • Custom voice & script written for your business
  • Live routing to staff when a human is needed
  • Call transcripts & summaries in your CRM/PMS
  • Agreed tuning and support after launch
Automation

Less manual re-typing

  • Mapping of your current manual workflow
  • Integration with the systems you already use
  • Error handling & alerts, not silent failures
  • Documentation, so your team isn't locked out
CRM / PMS

One place for every guest

  • Enquiry & guest capture in one place
  • Full customer or guest timeline
  • Follow-up routing to the right team
  • Management reporting built around your metrics
Common Questions

Straight answers, before you have to ask.

What happens on the discovery call?

We ask about your current setup, where calls or admin are piling up, and what "done" looks like for you. No pitch deck, no obligation.

Which industries do you work with?

Hotels, dental and medical clinics, real estate, trade and home services, and professional services are where we've built the deepest playbooks — see the Industries section above. The same voice, automation and CRM building blocks adapt to most service businesses with a lot of repeat enquiries, so get in touch even if you don't see an exact match.

How long does the AI voice assistant take to set up?

It depends on how many call types you need covered and what it needs to connect to. We'll give you a realistic number once we've scoped the project on the discovery call.

Is our data secure?

HelmVex solutions are designed with security and client separation as core requirements. We use modern technologies, controlled access and trusted cloud services, and agree any external integrations with you as part of the solution design.

Do we get support after launch?

Yes. Every project includes a tuning period after go-live, and ongoing support is available beyond that.

We already have a CRM or PMS — do we need to replace it?

Not necessarily. Where we can, we connect to what you already use rather than forcing a switch.

How does pricing work?

We agree a fixed price in writing before any work starts, based on the scope from your discovery call. No hourly surprises.

The HelmVex Platform

One secure view of every customer interaction.

Bring calls, transcripts, outcomes, reporting and CRM activity together in a client-specific portal built with modern technologies and leading cloud services.

Client-specific accessUsers see only the information and services available to their organisation.
Interaction historyCalls, transcripts, outcomes and activity are brought together in a clear timeline.
Modular servicesAdd voice, reporting, automation and future capabilities as your requirements grow.
Request a Discovery Call
Get In Touch

Tell us what's eating up your team's time.

Tell us where missed calls, repetitive work or disconnected systems are costing time or revenue. We will respond within one business day. Prefer email? Write to info@helmvex.com.