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PayorCRM Review

PayorCRM
Our score: 8.0 User satisfaction: N/A

What is PayorCRM?

PayorCRM is a B2B customer relationship management software that focuses on simplifying and streamlining the payments of B2B clients through various online channels, credit cards, and bank transfers. It can be used to set automated bank debits, send custom reminder emails to customers, and integrate with leading ERP/CRM platforms to generate custom invoices with user’s branding and information.

With PayorCRM, B2B businesses and organizations provide their clients simple options to settle their payments with fewer steps, increasing the probability of getting paid on time. Clients can opt to pay directly from their invoices and reminder emails. Users can receive payments through online channels such as PayPal and QuickBooks as well as automated payments via debit cards and bank transfers.

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Overview of PayorCRM Benefits

PayorCRM provides you with a software that helps you get payments from your B2B customers with ease. Previous customers can choose to settle their payments from within an invoice-reminder-email using a previously saved card or bank account number. They can add new bank information without having to exit the invoice or reminder email.

This greatly reduces the number of steps required to pay, which adds greatly to the convenience of your clients. This also increases your chances of getting paid on time.

PayorCRM comes with a portal that handles all of your invoice correspondence with your clients. It lets you manage all your invoice-related processes, such as customization, timing, and frequency of your reminder emails based on the rules you have set per customer or per invoice amount.

Integrations with QuickBooks, SAP, and other ERPS and CRMs simplify and accelerate your processes. These integrations automatically pull up invoices from your system and instantly updates them whenever a customer settles a payment.

After viewing your invoices and reminders, your B2B clients have the option to pay via channels they prefer. Currently, PayorCRM supports direct bank to bank transfers (direct debits) in countries such as US, Canada, United Kingdom, and UAE. It also Authorize.net and Paypal (for both credit card and ACH processing).

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Overview of PayorCRM Features

  • Allows you to upload invoices through Quickbooks or any ERP/CRM system
  • Let your customers pay through Credit cards/Debit cards/Bank transfers etc
  • Set Custom Rule Based Automated Invoice Reminders
  • Auto Debit feature
  • API integration support for your website

What Problems Will PayorCRM Solve?

1) Most ACH payment processors (QuickBooks, PayPal, Authorize.net etc) use 5-7 days to settle.  PayorCRM cuts this down to one day

2) No AR software can provide the capability to allow your customers to pay within email using a saved card or new card. This feature increases your chances of getting paid faster

3) You can quickly start accepting orders from your website, emails or social media page by creating a PayorCRM checkout button and sync these data with Quickbooks

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

PayorCRM Position In Our Categories

Since businesses have unique business needs, it is sensible that they abstain from getting a one-size-fits-all, ideal business program. Be that as it may, it would be almost impossible to pinpoint such a software system even among recognizable software products. The better thing to undertake would be to list the varied vital factors that necessitate investigation including important features, price plans, skill competence of staff, organizational size, etc. Thereafter, you should do the research comprehensively. Browse through these PayorCRM analyses and look into each of the software systems in your shortlist more closely. Such comprehensive product research can make sure you take out unsuitable software products and select the one which offers all the function your business requires.

Position of PayorCRM in our main categories:

TOP 500

PayorCRM is one of the top 500 Accounting Software products

Every organization has different requirements and requires an application that can be personalized for their size, kind of workers and customers, and the specific industry they are in. For these reasons, no system can provide perfect functionality out-of-the-box. When you search a software app, first be sure what you need it for. Read some PayorCRM Accounts Receivable Software reviews and ask yourself do you desire basic functionality or do you need sophisticated functionality? Are there any industry-specific features that you are seeking? Find the answers to these questions to aid your search. There are plenty of elements that you need to reflect on and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, use a few free trials, and finally select the system that presents all that you need to improve your organization efficiency and productivity.

How Much Does PayorCRM Cost?

PayorCRM Pricing Plans:

Free Trial

Starter

Free

Freelancers

$10/month

Small Business

$49/month

Enterprise

Contact vendor

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What are PayorCRM pricing details?

PayorCRM Pricing Plans:

Free Trial

Starter

Free

Freelancers

$10/month

Small Business

$49/month

Enterprise

Contact vendor

Check out PayorCRM plans and see which one is best suited for your business. Contact them today for more information about their basic and enterprise pricing packages.

Starter – Free

  • Upload invoices via QuickBooks
  • 2 Customers or less
  • Accept payments through PayPal
  • Set Custom Rule-Based Automated Reminders (limited to 10 emails)

Freelancers – $10/month

  • All Starter features
  • 10 Customers or less
  • Accept Payments through Paypal, Authorise, Quickbooks
  • Set Custom Rule-Based Automated Reminders (limited to 30 emails)

Small Business – $49/month

  • All Freelancer features
  • 50 Customers or less
  • Upload invoices through Quickbooks or any ERP/CRM system
  • Accept Payments through Credit cards/Debit cards/Bank transfers etc.
  • Set Custom Rule-Based Automated Invoice Reminders
  • Auto Debit feature
  • API integration support for your website

Enterprise – Custom Enterprise Pricing

  • Suitable for large MNC’s organizations
  • Faster Dedicated Secure Data Servers
  • Allows ACH ,CPA ,SEPA, NEFT, BACS transactions
  • Connects to Enterprise ERP’s such as SAP
  • Dedicated Account manager

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to purchase a Accounts Receivable Software it’s important not only to find out how experts score it in their reviews, but also to check whether the actual clients and enterprises that use it are indeed content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and PayorCRM reviews across a vast range of social media sites. The information is then displayed in a simple to understand format revealing how many people had positive and negative experience with PayorCRM. With that information at your disposal you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for PayorCRM?

PayorCRM integrates with the following business systems and applications:

  • QuickBooks
  • PayPal
  • Authorise
  • SAP
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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