Get paid faster, automate onboarding
You send the invoice. The system follows up until it's paid.
Connect payments, forms, customer onboarding, and automated workflows so getting paid and onboarding customers runs on autopilot.
Overview
What this does for your business
Invoicing and onboarding are where revenue goes to die. Invoices sit unpaid for weeks. New customers fill out the same form three times. The system fixes both. Send invoices with automatic payment reminders. Onboard customers with forms that trigger workflows. Get paid faster with less chasing.
Features
What you get
Send invoices with automatic reminders
The system sends the invoice, then follows up with payment reminders on your schedule until it's paid.
Online payment collection
Customers pay by card or ACH directly from the invoice. No phone calls, no checks, no chasing.
Custom forms for onboarding
Build intake forms, questionnaires, and agreements that customers complete online.
Workflows triggered by form submissions
When a form is submitted, the system can create a CRM record, send a welcome email, schedule a call, and more.
Automated customer onboarding sequences
New customers get a welcome series, next steps, and everything they need without you doing it manually.
Custom workflow triggers
Build workflows around any event — a paid invoice, a completed form, a pipeline stage change.
Outcomes
What changes for you
FAQ
Questions about Payments & Customer Workflows
What payment methods are supported?
Credit cards and ACH bank transfers. Payments are processed securely and deposited to your account.
Can I customize the invoice template?
Yes. Add your logo, branding, line items, terms, and custom fields to every invoice.
Can workflows trigger from payments?
Yes. A paid invoice can trigger a thank-you email, a review request, a pipeline update, or any custom workflow.
Want payments & customer workflows working in your business?
Book a demo and see it run on your business. We'll show you exactly how payments & customer workflows fits your workflow.
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