Charge Customers & See Payments Inside The CRM

Charge Customers & See Payments Inside The CRM

Software Updates

January 13, 2024 ● 2 min read

Charge Customers & See Payments Inside The CRM
Elevate your business management capabilities with our CRM’s cutting-edge update, now featuring the Payments and Customer Lifetime Value (LTV). Seamlessly visualize and manage customer payments, while enjoying the flexibility of ad hoc charging directly from the contact detail page, providing unparalleled insights and efficiency for your small business.
Charge Customers & See Payments Inside The CRM: Unlock the power of our CRM’s latest update by enabling the Payments and Customer Lifetime Value (LTV). Now, seamlessly view and manage all customer payments, including the ability to charge saved credit cards directly from the contact detail page.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Holistic Payment Insight:

    Access a comprehensive payments tab within the contacts page, providing a detailed history of all customer transactions and payments over time.

    Quickly gauge the Customer Lifetime Value (LTV) of each contact, empowering businesses with valuable insights for strategic decision-making.

  • Real-time Ad Hoc Charging:

    Charge customers on the spot with the capability to process ad hoc charges directly from the contact detail page.

    Streamline on-the-fly transactions effortlessly, ensuring a seamless and efficient customer experience.

  • Flexible Credit Card Management:

  • Manage and charge saved credit cards with ease, allowing businesses to effortlessly handle customer payments during phone interactions.

  • Add flexibility by using any on-file cards or adding new cards on the go, solving the pain point of charging customers promptly.

⭐️ How To Charge Customers & See Payments Inside The CRM:

  1. Access the contacts tab from the left navigation menu then go to smart lists and select a contact.

  2. Now from the right panel go to payments and click on “Change Now”.

  3. Now add the amount, description and select the payment method and click the ” Confirm & Change ” button.

  4. Now from the left navigation menu access the payments tab and select the transactions tab from the upper navigation menu and click on the three dots on a contact and click on view transaction.

  5. View the transactions details.

Experience the ease of managing payments and understanding customer value seamlessly within our CRM, enhancing your business's financial efficiency and customer relationship management.

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