Customer Relationship Management (CRM) is the combination of:
Customer Journey & Sales Process Tracking
Analytics & Customer Intelligence
Manage and analyze customer interactions and data throughout the customer life-cycle, from prospect to repeat
purchase and referrals. A must for every business, the PaidToday CRM is also a great collaborative tool to manage your
contacts no matter the size of your team.
Take Appointment & Booking Requests
Confirm or Reschedule Requests
Share to Google Calendar
With online booking added to your website, both incoming prospects and returning customers can easily schedule an initial call,
strategy session, in-person appointment, or even a go-live date for a specific product. Accept or reschedule (or deny) the event request,
while automatically adding the appointment directly to the contact and to your PaidToday Event calendar.
Easy Payment Process for Customers
Invoice from Anywhere
Automatic Customer Invoice Due Reminders
Get Paid in 32 Countries
Get Paid 2x as Fast
Electronic online invoicing is a standard for every service-based business, no matter
if you work remotely or meet face to face with your clients. Never lose track of an
invoice status and never deal with the "I never saw it!" excuse again. A fully
streamlined electronic invoicing and payment process will make sure that your customers
have a frictionless payment experience giving your business has a steady revenue
stream. Payments on invoices get deposited promptly into your bank account within two business days.
Customer Confirmation of Estimates
Create Invoice Directly from Estimate
Establishing the needs of a project and the cost can take a few back-and-forth steps until an agreement
is reached for both price and scope of the project. Sending estimates ahead of time and then getting
confirmation on them will give you and your clients a clear understanding before beginning the work on a
project, saving everyone time, money, and headaches from any potential misunderstandings about the project.
Automatically Inserted into Contact File
Additional Channel for Customer Support
PaidToday Contact Forms are designed specifically so that your business can capture every submission in an
intelligent way that is associated with a contact, whether it be prospect or customer. To take it one step past
data collection, you can conveniently take action specific for every contact and that distinct submission.
Assign Team Members or Customers to Projects & Actions
Set Due Dates
Live Updates Of Completed Actions, Edits, Comments & Uploads
Easy Project Overview for Completion Status
Automatic Reminders & Notifications
Project management is a must for every modern business. Keep your entire team, and even your
customers, up to speed at every step of the progressing project or job. Allow your business to
flourish and slash inefficiencies by gaining a clear view of when projects will be completed. This
will provide you to book future work with confidence while reducing timing miscommunication and unforeseen events.
Built with PaidToday Page Builder
Easy Edit & Customize Web Pages
Visual Drag-n-Drop Pre-Made Blocks
Expert HTML, CSS, JS, and JSON Code Editor
Collaborate with Web Designers
Installable Complete Websites (Page Sets)
Automatic Search Engine Optimization (SEO)
Google Analytics and Facebook Pixel Ready
Full Page Builder Included with PaidToday Subscription
This page was created entirely in PaidToday Pages
Leave the expensive consultant fees in the past for small and simple changes
and take full control of your own website. Our in Page Set templating system also
allows you to build custom navigation bars, headers, footers, and CSS that you
only have to input once, instead of having extra redundant code on each page,
including your Google Analytics code and Facebook Pixel. The Page Builder also
makes sure that your pages are SEO ready so you can rank on each search engine organically.
Give Your Business a Reboot
Start a Business with a Head Start
Discover Your Most Important Needs
Get It Built Fast by PaidToday Experts
Developed specifically for the business who values time as a priority, the 1DayBuild Service allows you to leverage our
team to build out your core website and customer-facing business features all within PaidToday. This allows you to stay
focused on your customers and your business while we put together the nuts and bolts of your digital-business. At the end
of the go-live date we simply hand over the keys and you’re ready to rock!
1 year of the PaidToday Base Package included in the 1DayBuild!
Find Out If The 1-Day Build Is Right For You And Your Business.