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Puropayment Customer Manager



Customers are at the heart of every business. Puropayment makes keeping track of your customer information easy and secure.

Manage Customer Information with Ease.

All Your Customer Data in One Place

Save important customer information


  • Customers are Automatically Added 
  • Track Prior Orders & Invoices
  • Create Notes on Customer Profiles 


CRM FEATURES 

CUSTOMIZABLE RECURRING PAYMENTS AND PAYMENT PLANS

Automate your billing with recurring payments and advanced subscription management tools.  

TAILORED BILLING / INVOICES

Add some flare with your own personalized invoices. Showcase positive brand recognition, use the comment box to add little messages and mention the client by name.    

SIMPLE DASHBOARD  

With all the important information at your disposal, the CRM dashboard will allow you to make fast, efficient and smarter data-driven decisions  

MANAGE SUBSCRIPTIONS AND CLIENTS  

Add, edit and manage your subscriptions, client payment schedules and more  

SALES MANAGEMENT FOR STORES AND STAFF

Stay on top of your game by tracking store and staff sales for better planning, coaching and time management.  

CREDIT SCORE  

With integrated credit score retrieval capabilities, reduce your risk on all personalized plans and payment options 

Stay in Touch With Your Customers

Use the CRM to send invoices, email customers, and keep payment information up to date for faster processing. Use Puropayment's automated email templates to notify customers when a payment is due or if they need to update their information.


Accept Payments Faster

It's easy to pull up existing customer profiles whenever you need to process a transaction, send an invoice, or add a subscriber to a recurring plan. All their information is ready and waiting, helping you save time when you're accepting payments.


Adding Customers is Easy

Upload a CSV file to quickly import your existing customer list or edit customer profiles that are automatically created with each transaction.