Collect Payments with A CRM
Being able to collect payments with a CRM is now a reality. By getting a CRM for your business, you get paid on time, every time. Use your CRM platform to collect payments from your clients in one location, and in a streamlined process. Connect your payment processor or bank account to your CRM to funnel all your revenue to one place, and make life easier for yourself- and your clients!
Get Your Hard-Earned money in Your Bank Account Faster
Billing for services has never been easier: Securely store and charge client credit cards online, or send your clients links for simple & secure online payments. Payment processing just got as simple as it’s ever been. With our partnership with Vcita, you can now collect payments with a CRM easily, efficiently and securely.
manage your entire sales cycle online
When you have the ability to collect payment with a CRM, you can now create and send professional estimates for your clients to view and sign online with just a few clicks. Get notified when your estimates are approved and easily convert them into online-payable invoices.
Collect payments automatically with Auto billing
Have your payment requests and invoices sent automatically at the end of every billing period, so you spend less time chasing payments and get paid in full and on time.
Create upsell and Cross-sell opportunities
Create service bundles to turn one-off purchases into returning clients. Give your clients an easy way to pay for multiple services and products, and receive credits they can use over time.
KNOW WHERE YOUR MONEY IS AT ALL TIMES
With an insightful dashboard that breaks down all your incoming revenue, you’ll know exactly what’s coming and when. Analyze your business’s performance to identify trends and discover new opportunities. It’s time to start collecting payments with a CRM. Let us help you get it done.
A crm Management system trusted by over 100,000 small businesses
WHAT CAN YOUR CRM DO FOR YOU?
Don Brown Design is a full-service Creative Staffing company connecting our clients with highly skilled creative, digital, marketing, advertising and public relations talent all over the United States.
We pride ourselves in delivering world-class customer experiences that help bring your creative vision to life. We’d love to partner with you next!
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1657 The Fairway #1143 Jenkintown, PA 19046
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