Marinas, Yacht Clubs, and Boat Yards, Streamline Your Busine

The fully integrated marina management system designed for operators and service pros like you!

HelmOS starts with The Helm, your central command for every part of your marina operation. Every module reports back to it, from slips / slip management and transient bookings to restaurant/cafe, fuel, retail, service, and dealer management. Every interaction your customer has is automatically tracked in one profile, and each module reports directly back to The Helm, no more scrambling for reports from differnt department heads. Fuel purchases, repairs, retail items, boat sales, they all flow into the same "CRM" The Helm so you can see the full customer lifecycle, and your customers can review their own history too, moreover, you easily identify loss leaders and understnd employee performance from anywher at any time with a few clicks. 

HelmOS is modular. Add or remove systems as your operation grows or shifts. Use it for one marina, a multi-location harbor, or even mobile marine services. The ecosystem is designed to connect operators, staff, and customers seamlessly while keeping everything under The Helm. No more fractured interfaces, no more juggling multiple platforms. 

For our transient clients, their “The Beacon” portal is accessible instantly on the go for everything they might need; canvas repair, bookings, marine service, or anything else, through a trusted network right at their fingertips. Even better, as a HelmOS marina or service business, once they contact you, you immediately have access to their USCG info, vessel details, service records, payment methods and preferences, and even captain and crew information. Permissions required. 

HelmOS Module Architecture:

• The Helm: The central administrative command center. It provides a unified dashboard for management visibility, centralizing data from all departments including HR for reporting, auditing, and detailed marina oversight.
• The Pier: A digital logistics interface for dockage and membership management. It handles slip occupancy tracking, digital site mapping, and the administrative organization of short-term and long-term dockage agreements.
• The Boathouse: A specialized scheduling and coordination tool for valet and storage operations. It allows staff to manage dry-stack logistics and document launch/haul requests to streamline daily movement.
• The Engine Room: An administrative module for the service department. It facilitates the documentation of service requests, creation of digital work orders, and maintenance of historical service logs for customer vessels.
• The Fuel Dock: A point-of-sale interface specifically for fuel transactions. It automates inventory record-keeping and provides a digital ledger for fuel sales and tank level documentation.
• The Trader: A retail management and POS module for the ship store. It tracks general merchandise inventory and processes standard retail transactions.
• The Galley: A dedicated hospitality POS system designed for on-site food and beverage operations, integrating restaurant sales data back into the central management system.
• The Quartermaster (Coming Soon): An exclusive Dealer Management System (DMS) designed to track boat sales and inventory. It will report all sales and brokerage data directly back to The Helm for a complete financial picture.
• The Beacon: Boater-facing client portal for seamless service requests, account history, and real-time communication. From bottom painting, and pumpouts to bags of ice, the beacon will show you the way!  
   
• Modular, Scalable, Fully Customizable : Add or remove modules as needed, all reporting back to The Helm
   

HelmOS gives you control, clarity, and a complete picture of your operation. Every module, every transaction, every customer, all in one system. The Helm is your back office, your analytics hub, and the command center for your entire operation.

See it in action. Schedule a demo and experience the power of HelmOS for your marina.

The HelmOS Story: Built from the Water Up

I grew up on New England waters. For me, the marina has always been more than just a place to park a boat, it’s where some of the best parts of the season happen. But as my professional side grew in the FinTech industry, I started seeing the cracks marinas had to work with. I’ve spent my life on both sides of the screen, as a boater who just wants a stress-free day on the water, and working with operators trying to keep a hundred moving parts synchronized.

I saw the friction firsthand: the missed service requests, the fumbled paperwork, and the hardworking dock crews trying their best with tools that just weren't designed to talk to each other. I kept thinking, "There has to be a better way."

HelmOS wasn't born out of a desire to just "sell software." It was a consultative process that combined two of my biggest passions: the boating lifestyle and solving the operational puzzles. I didn't want to force a new system on people; I wanted to build a support system that understood the actual needs of the person on the dock and the person on the boat.

To do it right, we partnered with a world-leading development team to turn that vision into a unified ecosystem. We aren't here to tear down how you work, we’re here to uplift it.

The Unified Ecosystem:

For the marina, HelmOS is the ultimate command center. It’s designed to keep everything "in-house," from The Fuel Dock to The Engine Room. By bringing service coordination, retail, and management into one view, we give the team the visibility they need to stay organized and proactive. It’s about giving the staff the tools to work efficiently so they can focus on their customers, not their screens.

For the boater, we created The Beacon. It’s a total elevation of the experience, putting the entire marina right at their fingertips. Whether it’s a service request, a fuel check, or even a slip-side dinner delivery, the experience is seamless and "no-hurry." 

With an integrated Digital Wallet and Document Vault, boaters never have to hunt for insurance papers or fumble with payments again.

HelmOS unifies these two worlds, making the marina run smoother and ensuring that for the boater, the only thing they have to worry about is the tide.

The Healey Agency: Putting a Face Back to a Faceless Process

When was the last time you could call, text, or email a real person who actually knows your business, understands your challenges, and delivers solutions? At The Healey Agency, you get that direct access. No bots, no forms that vanish into the void, no long waits for generic responses. We put accountability and personal service back into merchant solutions.

We don’t prioritize products or the banks we work with, we put our clients first. Every decision, every recommendation, every solution is tailored to your unique business needs. Our goal is simple: make it easy for you to run your business, collect revenue, and grow without disruption. That means customizable, reliable solutions backed by consistent opportunities and trusted partnerships.

Merchant Services That Keep Your Business Moving
Last thing any business wants is downtime in collecting payments. That’s why we only work with stable, proven payment solutions, ensuring your operations never miss a beat. From fast, secure Payment Processing to flexible, Customizable POS Systems, we give you the tools to run your business efficiently and confidently.

We go further with next-day funding on ACH transactions, with costs so low they’re virtually free, no hidden fees, no nickel-and-dime exchange rates, and no expensive programs that chip away at your margins.

Client-Forward Initiatives
Our approach is simple: your success comes first. We open up every avenue to get money into your business’s front door, across nearly any vertical you can imagine. Whether you’re a mom-and-pop café, a boutique shop, a contractor, a cannabis operator, an exotic/novelty store owner, or even an online gaming platform, we provide solutions tailored to your needs,no judgment, just advocacy for your business.

From personalized service with tailored solitions, to reducing costs and improving margins, streamlining operations and customer engagement, The Healey Agency delivers both the personal guidance and the practical tools you need to thrive. Our solutions don’t just process payments, they empower your business to move forward every single day.

If all you need is reliable credit card processing, not a problem, we've got you covered!  Our extensive network of merchant service providers gives us unmatched flexibility, allowing us the ability to beat 98% of competitors rates coupled with access to free technology. From rugged handhelds to a simple 3 in 1 reader light and flexible like your business.

Schedule your consultation using the link below, and let's do a quick comparison quote to show you how much you can save. 

At The Healey Agency, we understand that opportunities and challenges often arise unexpectedly. That’s why we’ve partnered with leading providers to offer customized funding solutions designed to meet your needs quickly and efficiently.

With funding options ranging from $2,500 to $100M, we provide:

• Flexible Financing: Tailored solutions to support any business need, from unexpected expenses to growth opportunities.
   
• Minimal Costs, Maximum Speed: Quick access to capital, in many cases within 24 hours, without excessive fees or lengthy approval processes.
   
• Scalable Opportunities: Whether you’re looking to expand, invest in new equipment, or seize a time-sensitive opportunity, we’re here to help.
   

Because we know your business doesn’t stop, neither do we. Our solutions are designed to provide the financial support you need to take your business to the next level.

We understand that not every business owner wants, or needs, to speak to someone directly, especially when inspiration or curiosity strikes at 3 a.m. Maybe you’re ready to explore, maybe you’re ready to buy. Either way, we’ve built self-service solutions so you can take advantage of our extensive partnerships and exclusive deals, whenever it works for you.

At The Healey Agency, we anticipated your needs. We negotiated special pricing, services, and opportunities across our partner network, giving you the freedom to manage your own solutions with confidence. Of course, we’re always here to help if you want guidance, but we know you’re competent to make the best decisions for your business.

Explore our full range of self-service solutions:
 

Apollo.io
A data-driven B2B sales engagement platform with a massive contact and company database, AI-powered email and call automation, real-time enrichment, and analytics.
👉 Explore Apollo.io

Brevo
An all-in-one marketing & CRM platform offering email, SMS, WhatsApp, chat, automation, and multi-channel tools, all AI-powered and trusted by 500,000+ businesses.
👉 Explore Brevo

Capsule + Transpond
A seamless CRM + email marketing combo: Capsule manages your contacts and pipelines, while Transpond powers campaign automation, syncing, and engagement insights.
👉 Explore Capsule + Transpond

Centripe
A comprehensive, AI-driven platform combining CRM, marketing engine, funnel & website builder, chatbot, helpdesk, team chat, and automation, ideal for agencies looking to white-label and scale.
👉 Explore Centripe

Closely
Offers an AI-powered platform for LinkedIn and email sales outreach, unifying communication and providing insights to help sellers manage leads and track performance from a single dashboard.
👉 Explore Closely

CloudTalk
AI-powered virtual call center software that helps sales and customer support teams improve communication with features like automatic call distribution, call recording, smart routing, CRM integration, and AI Voice Agents.
👉 Explore CloudTalk

Flowith
Transforms scattered information into organized, polished work by allowing users to visually map out thinking processes and automatically connect knowledge.
👉 Explore Flowith

Gusto
An all-in-one software platform for businesses offering full-service payroll, employee benefits administration, and HR tools, including time tracking, hiring, onboarding, and tax filings.
👉 Explore Gusto

Jibble
A free time and attendance tracking app that helps businesses monitor employee work hours and productivity across web, mobile, and desktop platforms.
👉 Explore Jibble

LearnWorlds
A white-label online course platform that allows individuals, educators, and businesses to create, sell, and promote online courses and other digital products from their own branded website or mobile app.
👉 Explore LearnWorlds

Legit Ai
Provides AI-powered security solutions by detecting, preventing, and remediating sensitive information (secrets) across the software development lifecycle.
👉 Explore Legit Ai

MRPeasy
Designed for small to growing manufacturers and distributors. It offers tools for production planning, inventory management, supply chain management, sales, and procurement, aiming to increase efficiency and support growth.
👉 Explore MRPeasy

NexGenTechnologies
An IT services firm that provides cloud solutions, digital transformation, IT operations, GIS services (as an Esri partner), and software development, primarily for federal government clients.
👉 Explore NexGenTechnologies

Optery
An automated software and service designed to remove your private information, such as name, address, and phone number, from data broker and people search websites to enhance your online privacy and security.
👉 Explore Optery

Pipes.Ai
An AI-powered customer engagement and lead generation platform that converts digital leads into revenue-generating opportunities by automating AI-driven calls and texts to prospects.
👉 Explore Pipes.Ai

SitesGPT
An AI-powered website builder that generates professional, mobile-responsive websites instantly, without requiring coding skills, ideal for individuals and small businesses looking to establish an online presence quickly.
👉 Explore SitesGPT

SureCam
Provides connected camera systems and video telematics software for businesses with fleets of vehicles, helping improve fleet safety, reduce insurance costs, and provide incident management evidence.
👉 Explore SureCam

Unitel Voice
A cloud-based virtual phone system that gives businesses a dedicated number, local or toll-free, to use on their existing devices. It separates business and personal calls and offers features like call routing, voicemail, and custom greetings.
👉 Explore Unitel Voice

Wati.io
A customer engagement platform built on the WhatsApp Business API that helps SMBs manage and automate customer communication.
👉 Explore Wati.io

These tools let you:
✔ Access powerful resources without waiting on a sales rep
✔ Streamline communication, marketing, and sales outreach
✔ Make smarter, data-driven decisions with AI insights
✔ Take advantage of exclusive deals we negotiated specifically for our clients

Whether you’re running day-to-day operations, growing your team, or scaling your business into new verticals, our self-service tools put control in your hands, backed by the support of experts ready to step in if needed.

Take a look around, explore our services, and see how you can leverage our partnerships to your advantage. You’re capable, prepared, and empowered, and we’re always here if you need us.