Tag
#Payments
9 guides tagged Payments.
Contacts, CRM, Tags & SegmentsRich clickable timelineA single chronological history per customer — messages, payments, reviews, surveys, calls, voicemails, and engagement —…Payments, Invoices & EstimatesText-to-paySend a customer a secure pay link by text or email and get paid by…Payments, Invoices & EstimatesInvoicesCreate, send, and track invoices with line items and due…Payments, Invoices & EstimatesConnect your card-payment accountEach business connects its own merchant account to accept card…Payments, Invoices & EstimatesRefunds & disputesIssue refunds and track…Billing, Tiers & ModulesModule platform (turn features on/off by plan)Features are pluggable modules that can be enabled or disabled per business and gated by subscription…Onboarding & SignupSelf-serve signup + verificationNew businesses sign themselves up, verify, pick a plan, and start using the…Onboarding & SignupOnboarding tier-selectChoose your plan during…Compliance, Consent & GuardrailsSelective CC / loop-in supervisionGet an automatic copy of a specific team member's texts and emails — loop in a manager or owner without touching how…
Related tags
Start every conversation in one place.
Set up your account in minutes with a free trial — no sales call, no credit card required to start.