Solution
Store and Payments: Sell Online with Every Purchase Tracked in Your CRM
Helm's built-in store connects your product catalog and Stripe checkout directly to your CRM so every buyer becomes a tracked contact.
Most small businesses selling online are running their store on one platform, their customer list on another, and their follow-up emails somewhere else entirely. Every sale requires manual work to bridge those systems, and the gaps mean missed follow-ups, lost upsell opportunities, and customer records that are always slightly out of date. Helm's store eliminates those gaps by building e-commerce, payments, and CRM into the same system.
You build a product catalog inside Helm, whether that is physical goods, digital downloads, or service packages. Each product has its own page, pricing, and Stripe checkout powered by secure, industry-standard payment processing. When a customer purchases, Helm does three things simultaneously: it processes the payment, creates or updates their CRM contact with the purchase details, and fires any post-purchase automation you have configured, from a thank-you email to a loyalty offer.
The result is a complete picture of every customer: what they purchased, when, how much they spent, and what they did next. That data feeds back into your email segmentation, pipeline view, and Nadia's insights so you can identify your best customers, recover lapsed ones, and time your next offer with precision. Selling and customer management finally live in the same place.
What you get
Flexible Product Catalog
List physical products, digital downloads, service packages, or event tickets with custom pricing, descriptions, and images, all managed from one Helm dashboard.
Stripe-Powered Checkout
Every transaction is processed through Stripe, the industry standard for secure payments, with support for credit cards, debit cards, and digital wallets.
Automatic CRM Contact Creation
Every purchase creates or updates a CRM contact with the buyer's information and transaction details, so your customer database grows automatically with every sale.
Post-Purchase Automations
Trigger thank-you emails, review requests, upsell sequences, and loyalty offers automatically the moment a purchase is completed, without any manual follow-up.
Purchase History in Every Contact Record
Open any contact in Helm and see their full order history alongside their emails, appointments, and pipeline stage, giving your team complete context for every conversation.
Connected to Your Full Marketing Funnel
Purchase data feeds into your email segmentation and Nadia's insights so you can target buyers differently from prospects and time your next campaign around real customer behavior.
How it works
Build Your Product Catalog
Add your products or services inside Helm, set pricing, upload images, and write descriptions. Each product gets its own shareable page with a Stripe checkout ready to take payments immediately.
Connect Stripe and Test Your Checkout
Link your Stripe account in Helm's settings, run a test transaction to confirm the payment flow, and verify that the purchase creates a CRM contact and fires your confirmation email.
Activate Post-Purchase Automations
Set up the email sequences and CRM updates that fire after each purchase: order confirmation, delivery or access details, follow-up offers, and any custom steps specific to your product or service.
Frequently asked questions
Start Selling with a Store That Knows Your Customers
Set up your Helm store today, connect Stripe, and watch every sale automatically build your CRM and trigger the right follow-up. No extra tools required.