Retail
Turn visits, pickups, returns, and local delivery into one customer record.
Inventory watchMerchant operating system
for small businesses.
Take bookings, sell products, collect payments, message customers, and see what needs attention next.
Built for service-led small businesses
- Salons
- Retail shops
- Clinics
- Studios
One workflow.
Every connection.
From first hello to lasting loyalty, every step stays connected in one operating system.
- 1. Get discovered: Site, menu, store, link page. Customer opens a public action.
- 2. Take a booking or order: Deposit, pickup, class, form. The request lands in the queue.
- 3. Know the customer: Profile, history, preferences. Context follows the person.
- 4. Collect payment or documents: Invoice, waiver, receipt. The admin step closes cleanly.
- 5. Follow up: Review, reminder, campaign. The next message is ready.
- 6. Understand the business: Revenue, channels, capacity. The day has a clear signal.
Your online presence,
built to convert.
Launch a site, menu, booking page, form, or storefront that sends every customer action back into Helm.
- Booking pagesDeposits, limits, reminders
- StorefrontsPickup, delivery, variants
- Forms and menusSaved to each customer
Bookings, orders,
and payments,
without the handoff.
A booking can become a paid order, invoice, receipt, and follow-up without copying details between tools.
Know every
customer. Follow
up clearly.
Keep notes, visits, purchases, loyalty, reviews, and reminders together so regular customers never feel anonymous.
- ProfilesVisits, orders, notes
- LoyaltyRules and rewards
- ReviewsTimed requests
- RemindersNo missed follow-up
See what’s working.
Then move faster.
See bookings, orders, payments, customer activity, and follow-ups together, then decide what to fix next.
Bookings to revenueFollow-ups queuedCapacity and channels
Buyer questions
Know where Helm fits before you start.
Clear answers for owners comparing website builders, booking systems, CRM tools, POS software, and business dashboards.
What is Helm?
Helm is a merchant operating system for small businesses. It brings website presence, bookings, store orders, customer records, invoices, customer messaging context, follow-up, and daily operations into one dashboard.
Who is Helm best for?
Helm is best for service-led small businesses and hybrid service/product operators such as salons, barbershops, clinics, studios, tutors, local services, retailers, and food businesses that want public pages connected to daily work.
What tools can Helm replace?
Helm can replace a disconnected website builder, booking link, spreadsheet CRM, invoice tool, light store/order workflow, and manual follow-up process when the business wants one connected operating record.
What does Helm not replace?
Helm is not a physical POS hardware system, enterprise IAM suite, marketplace, full tax compliance engine, carrier-label platform, multi-warehouse inventory system, or proactive messaging automation product at launch.
Can I check pricing before I sign up?
Yes. Helm has transparent self-serve pricing with Starter, Growth, and Business plans. Starter and Growth include a 30-day free trial; Business is self-serve and paid immediately by default.
Built for service-led
businesses.
From salons and studios to retail, food, wellness, and education, Helm gives small teams one place for public pages, customer records, payments, and daily priorities.
Food & Beverage
Keep menus, preorders, private events, and repeat diners in motion.
Menu to orderWellness
Manage packages, memberships, waivers, reminders, and care notes.
Client memoryEducation
Run classes, waitlists, forms, receipts, and parent follow-up clearly.
Class capacityMulti-Location
See location performance without forcing every team into a separate tool.
All branches