Business Operating System

One platform.
Zero chaos.

CRM, email, tasks, deals, calendar, chat, and docs — all connected, all intelligent, built for agents who refuse to waste time on tools that don't talk to each other.

Start Free Trial→See the Platform
app.helpintegrate.com
HI
Help Integrate
Dashboard
Inbox
CRM
Deals
Tasks
Calendar
Chat
Files
Good morning
Pipeline
$4.2M
12 active
Due Today
7
3 high priority
Closed YTD
$48.5K
+23% vs 2025
Today's Focus
Tasks
Send disclosures
Schedule inspection
Update CRM
Schedule
10:00 Team standup
2:00 Showing
4:30 Client call
Inbox
Counter offer from Sarah C.
Title report ready
New lead inquiry
0+
Tools replaced
0%
AI accuracy
0
Compliance items tracked
0hrs
Avg. time saved per deal
Origin Story

Built by
a realtor who
got tired of
the tools.

Help Integrate was born out of frustration.

Six platforms. Six logins. Six monthly invoices. And not a single one of them knew what the others were doing. Your CRM didn't know about your emails. Your task manager didn't know about your deals. Your calendar existed in a parallel universe.

So we built the platform we wished existed — one place where everything connects, everything learns, and the AI actually understands your business.

SW
Spencer Smock
Founder · Licensed Agent, San Diego

You're paying for
seven tools that don't
talk to each other.

Monday.comMonday.com
TrainualTrainual
SlackSlack
Follow Up BossFollow Up Boss
SkySlopeSkySlope
QuickBooksQuickBooks
Google WorkspaceGoogle Workspace
Monday.comMonday.com
TrainualTrainual
SlackSlack
Follow Up BossFollow Up Boss
SkySlopeSkySlope
QuickBooksQuickBooks
Google WorkspaceGoogle Workspace
replaced by one
HIHelp Integrate

Already in love with a tool? We'll integrate it.

Artificial Intelligence

Not a chatbot.
An operator.

AI that reads every email, tracks every deadline, drafts every reply, and manages your entire transaction from contract to close.

AI Transaction Coordinator

Monitors every deal milestone: inspection, appraisal, loan, closing. Alerts you before deadlines hit. Tracks 119 compliance documents per deal.

"Appraisal contingency for 1968 Parrot St expires in 2 days. CR-B not yet submitted."

Smart Email Replies

Reads the full thread, checks your CRM, reviews active deals, and drafts replies matching your style with that specific person.

"Based on your past 47 emails with Sarah Chen, I drafted a direct counter at $745K."

Intelligent Categorization

Every email classified. Every transaction tagged. Every expense categorized. Chaos into organized data without lifting a finger.

"Auto-filed inspection report under 3270 Via Marin → Reports → Home Inspection."

Learns Your Patterns

Repeated patterns become rules. What starts as AI becomes automation. Your approval rate trains the model. Custom rules always override.

"Your email sorting accuracy is now 96%. 340 of 355 rules came from learned patterns."

Live AI Suggestions

Draft counter offer reply to Sarah Chen

Email

94%

Move 1968 Parrot St to Pending

Deals

91%

Create task: Send disclosures to buyer’s agent

Tasks

87%

Categorize Chase debit $397 as TC Fee

Financials

82%
The Platform

Everything you need.
Nothing you don't.

Five modules, one platform. Scroll through to see how each one works for you.

Inbox

Every email. Zero noise.

  • Gmail and Outlook in one view
  • AI surfaces what needs your attention
  • Smart replies drafted before you open the email
Action Center
Respond to counter offerCritical
95%
Review inspection reportHigh
88%
Prepare CMA for meetingMedium
76%
CRM

Know everyone. Forget nothing.

  • Full contact timeline: calls, notes, emails, deals
  • Relationships mapped automatically
  • AI enriches contacts from every conversation
JM
John Martinez
Buyer
Active
Phone
(619) 555-0142
Email
j.martinez@...
Budget
$850K
Activity
Discussed 1968 Parrot St offer
Call · 2h ago
Sent pre-approval to lender
Email · Yesterday
Wants 3bd/2ba, north of 8
Note · Mar 15
Deals

From prospect to close.

  • Kanban pipeline with drag-and-drop stages
  • 11-step commission waterfall that matches your brokerage exactly
  • AI transaction coordinator: deadline alerts, document tracking, party coordination
  • 119-item compliance checklist with per-document status, notes, and file preview
1968 Parrot St, San Diego
Purchase · $750,000 · Pending
COE: Mar 30
Commission Waterfall
Gross
$18,750
Agent
$12,656
eXp
$3,750
Document Checklist
✓
Purchase Agreement (RPA)
✓
Contingency Removal (CR-B)
✓
Home Inspection Report
Escrow InstructionsNeeded
Final Closing Documents
Tasks

Nothing falls through.

  • Kanban boards with drag-and-drop
  • Tasks auto-created from emails and deals
  • Voice capture from your phone
Today
Send disclosures to buyer's agenthigh
Schedule home inspectionmedium
✓
Update CRM with new lead infolow
Review title report for Oak Avehigh
Financials

Your money. One place.

  • Connect your bank accounts securely via Plaid, same encryption as your bank
  • Everything your CPA needs to do your taxes: P&L, categories, reports
  • Business and personal books separated automatically, always up to date
Financials
BusinessPersonal
Chase
Chase Business Checking ····4891
Connected via Plaid · 256-bit encryption
$24,832
YTD SummaryJan - Mar 2026
Revenue
$142,500
Expenses
$38,200
Net Profit
$104,300
Recent
Commission: 3270 Via Marin
Income
+$26,425
Zillow Premier Agent
Marketing
-$800
E&O Insurance
Insurance
-$425
Pricing

Simple, transparent
pricing.

Start free. Upgrade when you're ready.

Solo

$49/mo

Everything you need as an individual agent.

  • 1 user
  • All platform features
  • Email + calendar sync
  • CRM + pipeline
  • Transaction tracking
  • Commission calculator
  • Task management
  • AI assistant
  • Knowledge base
  • File storage
Start Free Trial
Most Popular

Team

$99/mo

For small teams ready to operate as one. 2–25 users.

  • 2–25 users
  • All platform features
  • Team messaging + channels
  • Shared deals + contacts
  • Role-based permissions
  • SOPs + training docs
  • Priority support
Start Free Trial

Brokerage

Custom

For brokerages with 25+ agents. Tailored to your operation.

  • Unlimited users
  • All platform features
  • Admin dashboard
  • Team analytics + reporting
  • Custom roles + permissions
  • Unlimited storage
  • Dedicated onboarding
  • SLA guarantee
Contact Us

Stop managing tools.
Start closing deals.

Free to start. No credit card required.

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