Payments
Why Choose Our Payment Feature?
Key Features
Managing projects can be overwhelming, but with our CRM’s Track Projects feature, you gain full visibility and control over each phase of your projects. From inception to completion, our tool makes it easy to monitor progress, identify roadblocks, and ensure timely delivery.
Multiple Payment Methods
Accept payments via various channels, including credit/debit cards, bank transfers, PayPal, and other integrated payment gateways, giving your clients flexibility.
Secure Payment Processing
All transactions are securely processed, so you and your clients can have peace of mind. Our platform complies with industry standards to protect sensitive financial data.
Real-Time Payment Tracking
Stay updated on payments in real time. Track pending, completed, or overdue payments, and ensure you're always in the loop regarding the financial status of your projects or services.
Automatic Payment Reminders
Never miss a payment again. Set up automated reminders to notify clients when invoices are due, helping reduce late payments and improve cash flow.
Payment History & Reporting
Access detailed reports of all past payments, including dates, amounts, and payment methods. Use these insights to track trends, identify clients with overdue payments, and optimize your payment collection process.
How It Works
Set Up Payment Methods
Integrate your preferred payment gateways into your CRM, such as Stripe, PayPal, or bank transfer options.
Send Invoices with Payment Links
Include payment links directly within your invoices, allowing clients to easily pay via the method of their choice.
Track Payments
Monitor the status of payments as they’re received. Keep an eye on pending and overdue payments through your CRM dashboard.
Send Payment Reminders
Automatically remind clients of upcoming or overdue payments, helping you maintain steady cash flow without manual follow-ups.
Receive & Record Payments
When a payment is made, it’s instantly recorded in your CRM, ensuring accurate financial records and easy tracking for your business.
Connect Today For Profit Tomorrow
Customer Relationship Management system connecting your business with your team and clients with HR management and project tracking.