Receive and manage payments in a smarter way
All businesses need a smart and efficient way to collect and dispense payments on a daily basis. Otherwise you may end your day spending on transactional and invoicing details. CRM Runner presents a better way to pay and get paid on a daily basis. Now you can start streamlining the multiple payment collections and business operations through CRM Runner.
How CRM Runner can help you manage your leads?
- After an invoice is generated by sale , the database maintains open invoices.
- Making a payment can be done by just a click, whether it is ACH , Credit or Debit card or online payment such as PayPal or zelle directly from the invoice.
- Payment can be easily credited through the database either web based or mobile application , making payment collection possible out in the field.
- Now you will have the option to automate follow up regarding unpaid invoices by texting messages or email.
- Collection of open invoices can be assigned to team members.
- You can keep a track and understand the financial standing of the organization by collecting reports and watching real time transactions on real time.
On a cloud account, store and access the intricate details of past customer payments.
Expenses and fees can be automatically calculated and the invoices can be sent directly to the customer after employees or contractors build projects & tasks.
Inventory automatically gets updated once payments are processed on inventory items.
Option for refund or credits for clients in the office or on the road is also available in the database.
Finance & payment software aligned in the database helps in making accurate accounting records.
Correspondence between business and customers with open invoices can be automated.
You can now easily print the template invoices by one click and also scheduled to send via email in a timely manner.