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Helium Core
A configured CRM and marketing system that puts new leads, follow-up, customer history, attribution, and routine automations around one customer record.
Helium
Core$1,000 setup · $500/month
Core$1,000 setup · $500/month
The connected system home-service companies actually run on.
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One connected path
We bring enterprise-grade systems to the home-service industry.
Helium gives residential home-service companies one connected growth and operations system, starting with a trade-specific CRM foundation and graduating to private, company-aware AI.
See what Helium doesWhat Helium does
Start with the connected foundation. Add private AI when the business is ready.
Helium connects the CRM, marketing data, lead follow-up, and operating handoffs of a residential home-service company.
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Helium OS
A customer-specific, governed AI operating system for teams ready to use company data and procedures across the business.
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Why it is a journey
AI cannot fix scattered records or inconsistent follow-up. Core connects the foundation first. OS builds on it when the company has the data, process, and operating need to go further.
The vendor problem
The 5–6 vendors eating your margin.
Customer record
Leads, follow-up, attribution, and approved automations share one accountable foundation.
Connected path
Useful scheduling, accounting, phone, estimating, and field tools can remain when they connect reliably.
Accountable provider
You no longer have to coordinate separate CRM, automation, reporting, and technical vendors alone.
Select your trade
Built around the pressure points of your business.
HVAC
Handle seasonal call volume, maintenance leads, repair follow-up, and replacement estimates without losing the opportunity between the phone, schedule, and CRM.
Explore every tradeThe complete customer journey
Nothing gets lost between the lead and the revenue.
Lead captured
The source, contact, and opportunity are recorded in one customer record.
Response sent
Speed-to-lead workflows trigger the next approved action immediately.
Handoffs managed
Each employee sees the owner, status, and next action.
Revenue measured
Sales data is stored, KPIs are created, and performance becomes visible.
Lead Management System
A configured system, supported month to month.
Lead Management System
Personalized CRM and lead operations- Trade-specific CRM configuration
- Speed-to-lead and follow-up workflows
- Connected customer and sales data
- Revenue, review, and KPI tracking
$500/month
$1,000 one-time setupGet your lead systemGet started
Tell a Profit Engineer what you use now.
Answer three short readiness questions, then send them to our team in a prefilled email.
Private Profit Server
One private environment for your data and operating context.
The server gives your team a governed AI environment with dedicated storage and approved connections across the business.
- 2 TB of dedicated storage
- Private AI model environment
- Approved business data and procedures
- Connected CRM, handoffs, and reporting
- Human approval for high-impact actions
Customer-specific environment
Private infrastructure
Built around the systems your company already uses.
Private Profit Server
Dedicated AI, storage, data, and operating connections- Customer-specific infrastructure
- Approved context, tools, and permissions
- Managed implementation and operating layer
$5,000/month
Implementation scoped after the strategy callGet your private serverPrivate Profit Server
Tell a Profit Engineer what you need.
Schedule a strategy call so we can review your data, systems, procedures, permissions, and the private environment your business requires.
Schedule your callVerified implementation test
A connected lead handoff without replacing Jobber.
For Texas Tree Tops, Helium configured a web-form workflow that created the contact and opportunity in GHL, delivered a structured lead card to Slack, and kept Jobber in place for project management. The documented production test completed the form-to-Slack path in about five seconds.
See customer results
Profit Engineers
Operator experience behind every system.
Helium combines construction, home-service sales, systems implementation, and ongoing account management.
Built from firsthand home-service experience.
The systems are shaped by direct experience in construction, roofing, remodeling, sales, implementation, and operating home-service teams.
Meet the Profit EngineersA personalized CRM and sales-operations foundation that connects lead capture, follow-up, handoffs, revenue, reviews, data, and KPIs.
No. Useful scheduling, accounting, phone, estimating, and field-service tools can remain when they provide a usable connection.
A customer-specific server environment that gives company AI approved access to business data, procedures, and connected systems while keeping the environment dedicated to the organization.