CRM - Transact | Payments Collection

Easily manage your customers & collect payments for products or services you sell, auto-generate invoices & send auto-reminders, all from one place.

Auto-generate payment invoices for services you provide

Configure custom apps with payments enabled, so as to easily collect payments for your products or services. Add the payments to be collected using mobile responsive UI or bulk upload records using excel. For each record, Round Infinity will automatically generate invoice & send payment link to the customer. The customer can simply click on the secured link & make the payment.

Allow customers to make payments using secured links

Customers are sent a secured payment link of the self-service portal for making the payment. Using the self-service portal, customers can view past payments history, collaborate on payment requests, etc.

Configure auto-send of payment reminders

Easily configure in the application how frequently you would like to send reminders for pending payments. Accordingly, the system will auto-send reminders for upcoming & overdue payments. The reminders contain a secured payment link, which users can use to make the payment.

Support users while making payment

Allow customers to seek support using Live Chat, WhatsApp, etc. Auto-respond 24/7 to messages across channels, get 360 view of users, route tickets across departments, & reduce service costs.
Read More About Contact Center Automation and Omnichannel Customer Service

Generate custom payment analytics

Easily create custom reports to know how much payments are collected, how much is pending, collections by month, collections by user, etc.
Read More About No-Code Custom Reports Builder