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PayorCRM
1 review
- 1 profiles
- 1 categories
Average star rating
4.0
Serving customers since
2018
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PayorCRM Reviews
SA
susan A.
Susann APayorCRM Streamlines Invoicing with a Client Portal and QuickBooks Sync
I selected PayorCRM because we required a customer portal that allows our clients to log in and access their invoices. This service is also automated, syncing directly with our QuickBooks and emailing invoices to our clients. It includes customization options for the emails that contain the invoices, enabling me to send messages to the clients and set it as the default so that all clients receive the message. The implementation process was straightforward, and it is utilized on a daily basis. It provides a customer portal, automates the sending of invoices, includes a payment option, and displays the invoice history. Customer support is accessible to both us and our clients. This was so easy to intergrate with our QuickBooks system, and as a plus did not slow down our software.
About
What is PayorCRM?
PayorCRM is a financial technology company that provides innovative solutions designed to streamline the accounts receivable processes for businesses. By leveraging the capabilities of PayorCRM, companies can automate their invoicing, payment reminders, and collections processes, making it easier to manage cash flows and maintain healthier financials. With a user-friendly interface and integrations with various accounting software, PayorCRM aims to reduce the administrative burden on businesses, helping them save time and improve efficiency in handling financial transactions.
Details
Year Founded
2018
Website
www.payorcrm.comHunting for software insights?
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