When time is money, you don’t want to be spending hours manually handling payments and keeping track of sales. Even if you use a payment platform that takes out the manual work, standalone apps can only do so much. They’re disconnected from the rest of your business systems, so all the steps that happen after payments — such as handling credit card declines, delivering the purchased product or service, and following up to offer an upsell — are difficult or impossible.

Plus, with standalone apps you’re typically restricted to certain payment structures, which means you can’t easily offer things like a free trial, one-time fees, payment plans, subscriptions, packages of your services, or a mix of one-on-one sessions plus online course access.

The solution is two-fold: First, use a payment system that’s within the same platform as your CRM, email marketing, website, tracking and other business systems. Second, use a payment system that is easily customizable so you can offer payment structures that fit your business and your clients’ needs.

This Online Sales Automation solution does exactly that. With a customized, connected payment system, the process of taking payments is frictionless all around.

Manage transactions, product delivery, onboarding and follow-up for every client from one place.

Maximize your offerings with custom pricing structures — sell subscriptions, packages, payment plans or unique service combinations.

Drive up sales by offering coupon codes or free trials and by adding strategic upsells, limited-time offers and order bumps to your checkout pages.

Save time by automatically reaching out to customers whose cards get declined or when their card used for subscriptions will soon expire.

Give customers peace of mind with the highest level security certification offered by the payments industry.