Increase Revenue by Providing Higher Quality Customer Service
Businesses using PaidToday Business Operating System are more organized, responsive, efficient, and
provide a higher level of customer service when it comes to doing business. The (powered by PaidToday)
badge is a symbol of these attributes and your customers will see that.
Create, Sell, & Purchase Products
Full Sales & Purchase Reporting
Secure Guest Checkout
E-commerce is not only booming right now, it’s a requirement for almost every business. At
the very least even if you're main business model is service-based, think about supplemental Products
that could really provide value for your clients that your business could offer or bundle with your
existing services. If you’re in the business of selling either digital or physical Products & Services
already, this feature is for you.
Custom Forms Tailored to Process
Automatically Inserted into Contact File
Shareable & Embeddable
Adding prospect forms on your website can eliminate costly data entry time and convert
that into more productive work and billable hours. If your business likes to stick to tradition,
you can easily go through an internal-facing custom form and fill out the form as you're
chatting with your customer to give them a more personal touch to your on-boarding process. Our
forms can also be used for tailored sales funnels that kick off with a free download or mini-course.
Collect Online Signatures
Track & Record Signed Documents
Easily Integrated with Contracts & Agreements
Getting a signed contract, agreement, or mutual policy acceptance can be crucial to maintaining
your business’s integrity. Providing protections for all parties and clearly
establishing what is expected from both customer and business will help keep the customer happy and
informed because they have will have clarity for their project and how it will be handled.
Customer Sign In
Full Payment History
Automatic Reminders for Invoices & Upcoming Payments Due
Track All Interactions
Member portals allow your customers to see and track all of their interactions with your
business. Elevate your business by giving your customers transparency so they can clearly see
when they made payments, received a new invoice, messaged you, or scheduled an appointment.
Sell Course Access
Upload Coursework Material
Use Free Courses to Prospect
Selling what you know is a great way to provide value to your customers by using your expertise.
More and more people are looking to expand their knowledge base and are always looking for current updated
content to digest. Courses can even be used as a free or low-price tool for expanding your prospect pool!
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.
Improve Customer Service Relationships
Assist in Customer Retention
Manage Sales Pipelines
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.
Find Out If The 1-Day Build Is Right For You And Your Business.