Helcim Customer Manager.
Customers are at the heart of every business. Helcim makes keeping track of your customer information easy and secure while giving you the tools you need to enhance your customer’s experience.
Manage Customer Information with Ease.
All Your Customer Data in One Place
Save important customer information like billing and shipping addresses, tax and language preferences, and various forms of payments.
- Customers are Automatically Added
- Securely Store Cards & Payment Details
- Track Prior Orders & Invoices
- Create Notes on Customer Profiles
- See Customer Purchasing Habits
Stay in Touch With Your Customers
Use the customer manager to send invoices, email customers, and keep customer payment information up to date for faster payments. Use Helcim's automated email templates to effortlessly notify customers when a payment is due or if they need to update their information.
Accept Payments Faster
It's easy to pull up existing customer profiles whenever you need to process a transaction, send an invoice, or add a subscriber to a recurring plan. All their information is ready and waiting, helping you save time when you're accepting payments.
Adding Customers is Easy
Upload a CSV file to quickly import your existing customer list, add profiles right from the point-of-sale, or edit customer profiles that are automatically created with each transaction.
Built-in Credit Card Vault.
Store customer information in the Helcim Card Vault to make it easy to process payments for repeat customers. You can quickly pull up existing customer information at your checkout to give customers a fast and convenient payment experience. Helcim tokenizes your customer’s sensitive credit card information so it never touches your system and you don’t need to worry about storing credit card numbers.
Hosted Self-Service Portal.
Helcim lets you enable a fully branded customer portal in just a few clicks, no programming required. Customize your fonts, logo, and colors, so the portal feels like an extension of your brand. You can give customers 24/7 access to their payment history and customer information while managing what information they can view or modify.
Helcim's Powerful Payments are Built-In.
As with all of our tools, payments are central to the experience. Even with online payments, you benefit from Helcim’s lower rates and fast deposits.
FAQ
.
Transparency, low rates, smart tools and amazing service! Many merchants have been dragged through the mud by their prior processor, with hidden fees, contracts, and terrible service. We’ve built our reputation on being the opposite. We care about building long-term relationships with our merchants - which means offering you the payment service you’ve been looking for.
Have more questions? Email or give us a call. Our in-house team of Helcim Merchant Experience Specialists is here to share their knowledge, answer your questions and point you in the right direction. No commissions, no pressure.
If your business is looking for a better way to accept credit and debit cards online or in-person, then Helcim is the payments company for you. Helcim offers a wide range of payment tools and software solutions to make it faster and easier for you to get paid.
No! We want to help small businesses grow and thrive, so there are no monthly fees. Your Helcim account allows you to process both in-person and online payments with great low processing rates. You also get full access to all of our merchant tools and benefit from our amazing customer service team.
For Visa, Mastercard, Amex and other card-brands, we offer Interchange Plus pricing to give you complete transparency and greater savings. By passing the base cost directly to you and only charging for a single markup, Interchange Plus pricing gives you significant savings. By knowing our cost as well as our markup, we promote a fully transparent partnership which means no surprises on your monthly statement!
To calculate your rates for in-person and online transactions, you can visit our pricing page.
Yes! And there is no need to call and renegotiate rates. Our Interchange Plus margin automatically decreases the more you process, helping you save even more.
You can view our complete volume discounts on our pricing page.
No! You can close your account anytime without any penalty and there are no hidden fees. You never again have to worry about setup fees, termination fees, quarterly fees, PCI & non-compliance fees, customer service fees, or bank deposit fees.
Deposits will appear in your bank account within 2 business days, depending on the time of day that your transactions are settled. Transactions processed over the weekend or bank holidays are initialized for deposit on the following business day. Your daily transactions are batched together, and deposited to your bank account net of processing fees.
The Helcim Shop is built right into your account dashboard, and is accessible immediately after signing up. You can order card readers, stands, printers and more directly from there.
Shipping is free and takes 2-3 business days via FedEx or UPS ground. Any equipment purchases are charged to your bank account on file. We do not currently offer rentals nor payment plans.
No! You can use your existing bank account, provided by your financial institution or credit union. Sole proprietors can use a personal bank account. Incorporated business and partnerships are required to use a business bank account
Law firms and other businesses that require separate trust and operating bank accounts are able to customize the flow of deposits and fees to meet their needs.
How does signing up work?
You can sign up directly on our website using your computer or mobile phone. There is no need for complicated paperwork nor signatures. The signup form takes as little as 5-minutes, asking you to enter basic information about your business, address and contact information.
Once you create your Helcim account, you can begin using it right away! Get started here.
You Deserve Better Payments.
Lower Rates. Better Tools. Amazing Service.
- Easily Sign Up in Minutes
- Interchange Plus Pricing
- Deposits in 1-2 Business Days
- No Hidden Fees or PCI fees
- No Contracts or Commitments
- Friendly Service via Telephone or Email