Collect Customer Payments Quickly

For far too long now, CRM users have had to log out of their CRM and sign into another program or system to access extra functions and features, including the ability to collect payments. Not so anymore! CRMDialer just unveiled its latest game-changing function — payment acceptance. Now, not only can you collect customer payments quickly, your business can process transactions right from your CRM. Plus, you get AR reporting on all transactions accessible in one central location.

CRMDialer's Payments - Collect Customer Payments

CRMDialer’s Payments – Collect Customer Payments

Streamlining the processes that are key to operating your booming business is what a great CRM is all about. After all, you’re busy. The less time you have to spend logging in and out of your system to accomplish all the tasks on your docket, the better. Right?

In honor of this new advancement to collect payments from customers, we’re taking a quick look at the essential CRM software features necessary to accomplish this task. Read on to learn more about four key features that let you collect payments quickly and easily.

Ability to Accept Credit Cards

Your favorite power dialer CRM just got a whole lot better. With no hidden fees and fast, you can plug in your own existing merchant account or be set up with a new merchant account to begin accepting credit cards from your customers without any of the frustrations you might have experienced elsewhere. There are so many benefits of accepting credit card payments, from increased sales to increased convenience for your customers to safer money handling. The best financial CRMs offer credit card payment acceptance from all major issuers. You’ll also enjoy:

  • The ability to perform charges, voids, partial refunds, and full refunds
  • Establish a new merchant account or bring your existing account
  • Deposits into your bank within one to two days
  • Simple and transparent pricing
  • Scheduling and automating recurring payments
  • Security with tokenization

Enable ACH Transfers and E-Checks

NACHA, the Electronic Payments Association, reports staggering volumes of more than 25 billion Automated Clearing House (ACH) payments every year. The ACH network allows customers to provide direct payments from their bank account, saving them paper checks, time and hassle. E-checks provide a similar convenience, which makes it easier for your customers to submit payments even if they can’t or don’t want to use a credit card to do so.

Automation to Set up Recurring Payments

CRMDialer's Recurring Payments - Collect Recurrent Customer Payments

CRMDialer’s Recurring Payments – Collect Recurrent Customer Payments

Many customers love the ability to set and forget payments. By accepting automatic payments, you can cater to those who want to take advantage of the convenience that many customers look for in a vendor. And for you, the benefits range from greater predictability in your cash flow to greater customer retention and greater amounts of free time spent doing tasks other than preparing invoices for the same customer.


Accepting electronic payments from customers online is great. However, your customers need to trust that their information is safe and secure. That’s why it’s so essential that your payment processing system uses the latest security practices. CRMDialer, for example, is among the select few Certified PCI Level 1 Service Providers. The system supports credit card transaction tokenization, which is one of the most highly effective security methods. Sensitive data is never stored in your CRM and is replaced by a token that is decrypted by the payment gateway at the time of the transaction. Think about having your own Fort Knox for your customers’ payment information but without any additional fees.

Speed, security and convenience. The best financial CRM software delivers all that and more. Discover the new payment acceptance function along with all the other features that make CRMDialer one of the best-unlimited users CRM platforms on the market today.

For more information on CRMDialer’s robust customer and lead management software, or on any of the platform’s built-in sales and productivity features. You can schedule a free demonstration, reach out to our team, or, better yet, start your free trial today!