PayorCRM is a B2B customer relationship management software that focuses on simplifying and streamlining the payments of B2B clients through various online channels, credit cards, and bank transfers. It can be used to set automated bank debits, send custom reminder emails to customers, and integrate with leading ERP/CRM platforms to generate custom invoices with user’s branding and information. With PayorCRM, B2B businesses and organizations provide their clients simple options to settle their payments with fewer steps, increasing the probability of getting paid on time. Clients can opt to pay directly from their invoices and reminder emails. Users can receive payments through online channels such as PayPal and QuickBooks as well as automated payments via debit cards and bank transfers.
Allows you to upload invoices through Quickbooks or any ERP/CRM system
API integration support for your website
Auto Debit feature
About PayorCRM
PayorCRM is a B2B customer relationship management software that focuses on simplifying and streamlining the payments of B2B clients through various online channels, credit cards, and bank transfers. It can be used to set automated bank debits, send custom reminder emails to customers, and integrate with leading ERP/CRM platforms to generate custom invoices with user’s branding and information. With PayorCRM, B2B businesses and organizations provide their clients simple options to settle their payments with fewer steps, increasing the probability of getting paid on time. Clients can opt to pay directly from their invoices and reminder emails. Users can receive payments through online channels such as PayPal and QuickBooks as well as automated payments via debit cards and bank transfers.
Specifications
Business Size
Startup
Customization
Yes
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Allows you to upload invoices through Quickbooks or any ERP/CRM system
Let your customers pay through Credit cards/Debit cards/Bank transfers etc
Set Custom Rule Based Automated Invoice Reminders
Auto Debit feature
API integration support for your website
Benefits
B2B customers
PayorCRM provides you with a software that helps you get payments from your B2B customers with ease. Previous customers can choose to settle their payments from within an invoice-reminder-email using a previously saved card or bank account number. They can add new bank information without having to exit the invoice or reminder email.
Invoice-related processes
PayorCRM comes with a portal that handles all of your invoice correspondence with your clients. It lets you manage all your invoice-related processes, such as customization, timing, and frequency of your reminder emails based on the rules you have set per customer or per invoice amount.
Integrations
Integrations with QuickBooks, SAP, and other ERPS and CRMs simplify and accelerate your processes. These integrations automatically pull up invoices from your system and instantly updates them whenever a customer settles a payment.
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