Features
The whole inbound day, on one helm.
InboundHelm Lead Rescue gathers every call, request and follow-up for a local service business into one workspace. Each feature below is labeled with what it can do today.
- Available now
- Usable in the application now.
- Test mode only
- Runs in simulation. No real texts or calls.
- Not live yet
- Requires provider setup and registration.
I · Organize
Every inquiry in one record.
Contacts, leads and pipeline management are available today in the application.
- Available now
Contacts and leads
One contact can hold many requests. Each lead carries the service requested, source, urgency and an estimated value.
- Available now
Pipeline board
Custom stages for your trade. Move a request with the stage menu or by dragging between columns.
- Available now
Notes, tags and assignment
Record what was said, tag by job type and assign an owner so nobody wonders who is calling back.
- Available now
Follow-up dates and tasks
Follow-up dates and tasks keep each inquiry from going cold between the first call and the estimate.
II · Respond
Built to answer faster, rehearsed safely first.
Communications features run in simulation until provider setup, consent checks and messaging registration are complete.
- Test mode only
Missed-call recovery
Designed to follow a missed call with a prompt text-back. Today, every recovery text is simulated and never reaches a phone.
- Test mode only
Conversation inbox
Conversations stay on the customer record, with opt-out and consent status visible on every thread.
- Test mode only
AI receptionist simulator
Configure greetings, intake questions and hand-offs, then rehearse calls in the simulator. Production voice calling is disabled.
III · Convert
From request to booked visit.
Scheduling works against your own hours and services. Calendar sync is mocked unless separately connected.
- Available now
Appointment scheduling
Book estimates and service visits against real availability rules. Bookings are confirmed only when the calendar confirms.
- Test mode only
Follow-up automations
Trigger, conditions, delay, action and stop rules you can read at a glance. Any step that would contact a customer stays simulated.
- Available now
Test Center and launch readiness
Run saved simulations, then review independent readiness checks. A ticked checklist never unlocks live sending.
What is and is not live
Contacts, leads, and pipeline management are available in the application. SMS, missed-call recovery, and communications workflows are not currently production-live. Availability will depend on provider setup, consent checks, and applicable messaging registration.
No results, response times or revenue outcomes are promised. Your outcomes depend on your business and how you use the software.
See it with your own trade.
Pick an industry preset during setup and review the suggested stages and services before anything is saved.