Customer credit application

Traditional credit application process involves asking the customer to fill a pdf form.The customer also needs to provide their account statement as a proof that they are credit worthy.

With PayorCRM credit module, Your customers can complete the credit application within minutes.

Customers can use our plaid integration to provide their account statement as well as confirm their account details.

Reach out to us by email at [email protected] to know more

Our Features

Customer Portal

Provide your customers with a portal where they can log in and see all their past and present invoices, Pay them using various payment methods, Setup Auto-Payments.

Auto Collections

Automate payment follow ups and payment acceptance with the help various of automation options – Auto Pay, Auto Invoice Reminders, One click payments etc.

Manual Collections

Manage manual payment follow up process better using multi user access and tools such as – Task reminders, Call Notes, Conversation history, Task Automation etc.

Starts from $75/month

Use own payment processor

Includes:

No email limits
No user/customer limits
No minimum transaction volumes
$0 credit card fees (option to pass on your card fees to customers)
500 MB file sharing

Ask for a Quote

$0/month

Use PayorCRM payments

Includes:

No email limits
No user/customer limits
Minimum transaction volumes apply
$0 credit card fees (option to pass on your card fees to customers)
500 MB file sharing

Check eligibility

Customer credit application

Our Features

Customer Portal

Auto Collections

Manual Collections

Assured ROI in 1 month

Starts from $75/month

$0/month

Features

Demo

Support

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