Home
Benefits
Improve Online Reputation
We help you manage your reputation and generate more positive reviews on platforms like Google and Yelp to attract more customers
Never Miss Sales Opportunities
We ensure potential customers don’t slip through the cracks by automating your processes and helping you stay organized.
Streamline Payment Processing
We streamline invoicing and payment processes to improve cash flow and reduce stress caused by unpaid invoices and delays.
Simplify Your Organization
We help you track follow-ups effortlessly, replacing sticky notes and spreadsheets with an organized system that ensures no calls or emails are missed.
Automate Repetitive Tasks
We simplify reputation management and help you generate more positive reviews on platforms like Google and Yelp to attract more customers.
Boost Customer Loyalty
We help you build customer loyalty by keeping them engaged with streamlined marketing tools that save you time.
Tools
- Features
- Free Audit
Videos
- Demo
- How to Videos
Book a Call
Plans
About
Login & Help
- Login
- Onboarding Help
Affiliates

Simplify and Speed Up Customer Payments

Getting paid on time is critical for the health of your business, but chasing down payments can be frustrating and time-consuming. Whether it’s sending out invoices manually, waiting for checks to arrive, or dealing with complicated payment processes, these delays can hurt your cash flow and add unnecessary stress.

At EffectiveCRM, we’ve built tools that make it easier for your customers to pay you—and faster. Here’s how our platform simplifies and accelerates the payment process so you can focus on growing your business, not tracking down payments.

GET STARTED →

Be channel-agnostic.

No matter where it started, EffectiveCRM.ai keeps it organized.

Chat with context.

See the history of every conversation and interaction.

Get started in seconds.

Connect your channels and start messaging right away.

Problem: Manually Sending Invoices

Here's How EffectiveCRM.ai Solves It

Sending invoices manually takes time and effort, especially when you’re managing multiple clients. It’s easy to forget to send an invoice or delay the process, which in turn delays your payments.

Automated Invoicing: Our CRM allows you to set up automated invoicing that sends out invoices immediately after a sale or service is completed. You can customize the invoice templates and schedule them to be sent automatically, ensuring that no invoice is ever forgotten.

Recurring Billing: For subscription-based services or regular clients, you can set up recurring billing so invoices are sent automatically on a set schedule. This helps you maintain consistent cash flow without having to manually generate invoices each time.

Don't worry, we can help!

Awesome Words

from clients

EffectiveCRM.ai unified inbox helps clients get to leads quicker so they don't lose business

Shannon Hanrahan

Realtor

"Clients used to message me on several platforms and it wasn't uncommon for me to go weeks before seeing their messages. Now I see them instantly, in the same message thread, so I'm able to serve my clients quicker, and better."

Robert Wills

AZ Plumber

"EffectiveCRM.ai helps me never miss another chat conversation with potential leads. It used to be a hassle finding customer's messages, now it's easy and they're all in one place."

Problem: Customers Delaying Payments Due to Complicated Processes

Here's How EffectiveCRM.ai Solves It

If your payment process is too complicated or inconvenient, customers may delay making payments—or worse, avoid them altogether. This can lead to cash flow issues and strain your business operations.

Integrated Payment Solutions: We offer seamless online payment options directly through the CRM. Customers can pay their invoices with just a few clicks using credit cards, debit cards, or even digital wallets like Apple Pay and Google Pay. This makes it easier for them to pay on time.

One-Click Payments: Simplify the payment experience with one-click payment links embedded in your invoices. Customers can simply click the link and complete their payment instantly—no need for back-and-forth emails or complicated instructions.

Don't worry, we can help!

Problem: Chasing Down Overdue Payments

Here's How EffectiveCRM.ai Solves It

Following up on overdue payments is not only awkward but also time-consuming. You risk damaging customer relationships if reminders are handled poorly, and unpaid invoices can pile up quickly if left unchecked.

Automated Payment Reminders: Set up automatic reminders for overdue payments that are sent via email or SMS. These reminders can be customized to be polite yet firm, ensuring that customers are prompted to pay without you having to send manual follow-ups.

Late Payment Alerts: Receive real-time alerts when a payment is overdue so you can take action immediately. Our system tracks all outstanding invoices and notifies you when it’s time to follow up.

Don't worry, we can help!

Problem: Lack of Visibility Into Payment Status

Here's How EffectiveCRM.ai Solves It

Without a clear system in place to track which invoices have been paid and which are still outstanding, it’s easy for things to slip through the cracks. This can lead to confusion and missed payments.

Real-Time Payment Tracking: Our platform provides a clear overview of all your invoices—whether they’re pending, paid, or overdue—so you always know where your cash flow stands. You’ll have full visibility into each customer’s payment history at a glance.

Automatic Payment Status Updates: Once a customer completes their payment online, the system automatically updates their status in the CRM. This means no more manual tracking or updating records—everything is handled seamlessly in real-time. It even integrates seamlessly with QuickBooks.

Don't worry, we can help!

Problem: Difficulty Offering Flexible Payment Options

Here's How EffectiveCRM.ai Solves It

Customers appreciate flexibility when it comes to paying for products or services. If you only offer limited payment methods or rigid terms, it could discourage some customers from doing business with you again.

Multiple Payment Options: With our integrated payment solutions, you can offer a variety of payment methods—credit cards, debit cards, bank transfers, and digital wallets—all from one platform. This flexibility makes it easier for customers to pay in the way that suits them best.

Payment Plans & Installments: For larger purchases or services, you can offer customers the option to pay in installments through flexible payment plans. This helps make high-ticket items more accessible while ensuring that you still get paid on time.