Save important customer information
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.
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.
With integrated credit score retrieval capabilities, reduce your risk on all personalized plans and payment options
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.
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.
Upload a CSV file to quickly import your existing customer list or edit customer profiles that are automatically created with each transaction.