Payment Control

Payer

Planning and controlling customer payments, viewing the dynamics of cash receipts.

• Adding payments to leads, working with them from the cards of related contacts and companies, with the ability to add a comment to the payment.
• Automatic calculation of profit from a lead when entering data on income and expenses, as well as marking a payment as received.
• Automatic creation of tasks when the payment date is approaching or missed, with a convenient and familiar format for setting up a standard task.
• Customization of exported fields, which allows you to structure all the necessary lead data in a table.
• Built-in installment calculator for adding payments and quickly calculating monthly payments based on your data.
• Setting up mandatory payment at any stage of the pipeline with the possibility of enabling synchronization of the payment amount with the lead budget.
• Checking the matching of the payment amount with the budget, which allows you to change the budget or add a payment if the data doesn’t match.
• Viewing payment data, the administrator can view information for all employees or for a specific manager.