Manage your customers' data with ease bg
Manage your customers' data with ease

Manage your customer data with ease.

Keep your customer data organized, accessible, and centralized all in one secure system.

Get started now
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Why you need our customer management system.

Simplified data management

Keep customer information organized, updated, and easy to access in one secure place.

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Reduced risk and increased compliance

Safely encrypt, store, and update your customers’ payment information with a built-in credit card vault.

Customer portal

Enable your customers to pay invoices, review transactions, and update their information through our fully-hosted customer portal, giving them 24/7 access to their payment history and account details.

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Deliver a personal experience

Access a complete history of customer interactions, past invoices, and outstanding orders to deliver a personalized service.

Customer profile management

Import and update customer details in just a few clicks with bulk actions like uploading a CSV file—saving time and keeping your records accurate.

Customer portal illustration

Support your customers' payment preferences at no extra cost.

Whether your customers pay online or in person — Helcim’s tools are free for you to use. Only pay when you process.

Discover why businesses love Helcim.

See our pricing
  • "Absolutely love everything about them! I've recommended Helcim to all of my customers who run credit cards, definitely one of the best companies to go through!!"

    - High Voltage Action Sports

  • "I never thought I could love a credit card processing company. But they have a loyal customer here at Thrive With Wellness!"

    - Kyla Phillips

  • "Very happy with everyone I've dealt with at Helcim. Love their positive can-do attitude. "

    - Danny Mancini

  • "As a small business owner I absolutely love Helcim!"

    - Dr. Shea Miller

FAQ .

  • Can my customers manage their own information with Helcim?

    Yes! Helcim’s Customer Portal empowers your customers to update their profiles, review transactions, and manage their information 24/7. This self-service feature enhances your customers’ experience by giving them control over their data.

  • What makes Helcim’s customer management different from others?

    Helcim offers quick and easy rebilling, secure and tokenized data storage, insightful logs of customer interactions, and a customizable Customer Portal that empowers your customers—all designed to take your customer management to the next level.

  • Is there an additional cost for merchants to provide access to the Customer portal?

    No, there is no additional cost for merchants to provide access to the Customer Portal. This feature is included with Helcim’s customer management tools, allowing your customers to manage their own information at no extra charge.

  • What is tokenized data, and how does it protect my business?

    Tokenized data means that sensitive information, such as credit card details, is converted into a secure token that cannot be used outside the system. This ensures that the actual data never touches your system, reducing the risk of data breaches and enhancing security.

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