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.

Helcim Customer Manager
curve decoration

Manage Customer Information with Ease.

  • Manage Customer Information with Ease

    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

    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.

  • 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.

Manage Customer Information with Ease.

  • 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
  • Use the customer manager to send invoices, email customers, and keep customer payment information up to date for faster payments. Use Helcims's automated email templates to effortlessly notify customers when a payment is due or if they need to update their information.

  • 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.

  • 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.

curve decoration

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.

Explore the Helcim Card Vault
Store Customer Credit Cards Safely and Securely
Bulit-in Credit Card Payments

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.

Explore the Helcim Self-Serve Customer Portal
Helcim's Powerful Payments are Bulit-in

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.

Works Across Devices.

You get to decide how you use the Helcim App and Card Reader, and which device you use them on. You can use the app on a Windows or Mac workstation, or on your tablet or smartphone, and even a combination of devices - all linked to your data through the cloud. Whether you have one location, multiple locations or are on the go - flexible devices plus unlimited users allows you to customize the experience to your liking.

  • Desktop
  • Tablet
  • Mobile

A Desktop Solution for Mac and Windows

Download the Helcim Payments app onto your Mac or Windows workstations to create a traditional point-of-sale experience. The point-of-sale will open in a browser window and give you easy access to your product and inventory information.

View App Download & System Requirements

Works Across Devices - Desktop

Accessible from Apple and Android Tablets

Works Across Devices - Tablet

Download the Helcim Payments app and access your Helcim account from a tablet for a versatile point-of-sale experience. You can mount the tablet in a stand for a traditional countertop checkout experience, or bring it with you to pop up events for quick and easy mobile transactions.

View App Download & System Requirements

Works Across Devices - Tablet

Accept Payments Using Your Smartphone

Works Across Devices - Mobile

Serve customers from anywhere by turning your smartphone into a point-of-sale. The Helcim Point-of-Sale provides an uncompromised sales experience so you can continue to sell your products no matter where your business takes you.

View App Download & System Requirements

Works Across Devices - Mobile
curve decoration
Integrate the Hardware You Need

Integrate the Hardware You Need.

At Helcim, we understand that every business is different. No matter how big or small your business is or where you sell, Helcim lets you set up your ideal checkout experience. Use the versatile Helcim Card Reader, your own devices, and other hardware integrations that all talk to each other effortlessly to create the solution you need.

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 are 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.

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
  • No Hidden Fees or PCI fees
  • Interchange Plus Pricing
  • No Contracts or Commitments
  • Deposits in 1-2 Business Days
  • Friendly Service via Telephone or Email

Service with a :)

We're always willing to help.

New to accepting card payments? We take the time to help you understand how it all works so you can make the best decisions for your business.

  • Speak to a real person
  • Get help fast
  • Experts you can trust
  • No commission = no pressure
Show more

Have us contact you.

Contact name cannot be blank
Business name cannot be blank
Please provide a valid email address
Phone number cannot be blank
Time Preference cannot be blank

The form was sent successfully!