PayorCRM REVIEW

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.

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).

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

PayorCRM Pricing Plans:

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