Payments.
Transform the way you handle payments with DreamCRM’s innovative Text-to-Pay solution. Designed to seamlessly integrate into your daily client interactions, this feature simplifies invoicing and payment collection, making it more efficient and enjoyable. Say goodbye to complicated payment processes and hello to a hassle-free experience that works wherever you are.
Payments.
Transform the way you handle payments with DreamCRM’s innovative Text-to-Pay solution. Designed to seamlessly integrate into your daily client interactions, this feature simplifies invoicing and payment collection, making it more efficient and enjoyable. Say goodbye to complicated payment processes and hello to a hassle-free experience that works wherever you are.
Simplify Invoicing & Collect Payments with a Text
Transform your payment processes into a seamless and enjoyable experience with DreamCRM’s Text-to-Pay feature, designed to fit effortlessly into your daily interactions with clients.
Versatile and Adaptable
Whether you're working from your home office, managing your store, or on the go, our service adjusts to your needs.
Chat and Charge
Continue your conversations with clients while effortlessly processing payments.
Secure Processing
DreamCRM Payment Gateways ensure encrypted, secure transactions, protecting your customers' data from threats.
Transparent Fees:
No monthly surprises. With DreamCRM, it's a flat processing fee for every transaction. For credit and debit card payments, the fee is 2.9% + $0.30 per transaction. For bank transfers and e-wallet payments, it's 2.9% + $0.30 per transaction or a fixed rate of $2.00 per transaction.
Convenience at Your Fingertips
Easy Payment Tracking
Quickly see who has paid and who needs a reminder with just a glance.
Seamless Integration
DreamCRM works smoothly with various accounting software, making data export a breeze.
Invoices, Customized Your Way
Personalized Branding
Add your company name, logo, and a personal touch to showcase your brand’s personality on every invoice.
Client-Friendly Options
Customize payment preferences to meet your client's needs, whether they prefer e-checks or avoid credit cards.
Simplify Invoicing & Collect Payments
with a Text
Transform your payment processes into a seamless and enjoyable experience with DreamCRM’s Text-to-Pay feature, designed to fit effortlessly into your daily interactions with clients.
Versatile and Adaptable
Whether you're working from your home office, managing your store, or on the go, our service adjusts to your needs.
Chat and Charge
Continue your conversations with clients while effortlessly processing payments.
Secure Processing
DreamCRM Payment Gateways ensure encrypted, secure transactions, protecting your customers' data from threats.
Transparent Fees:
No monthly surprises. With DreamCRM, it's a flat processing fee for every transaction. For credit and debit card payments, the fee is 2.9% + $0.30 per transaction. For bank transfers and e-wallet payments, it's 2.9% + $0.30 per transaction or a fixed rate of $2.00 per transaction.
Convenience at Your Fingertips
Easy Payment Tracking
Quickly see who has paid and who needs a reminder with just a glance.
Seamless Integration
DreamCRM works smoothly with various accounting software, making data export a breeze.
Invoices, Customized Your Way
Personalized Branding
Add your company name, logo, and a personal touch to showcase your brand’s personality on every invoice.
Client-Friendly Options
Customize payment preferences to meet your client's needs, whether they prefer e-checks or avoid credit cards.
Additional Features
Refunds
Quickly process refunds straight from your DreamCRM dashboard.
Multiple Bank Accounts
Connect multiple bank accounts to make sure the correct departments are getting paid.
Detailed Invoicing
Easily itemize your invoice to help customers see exactly what they are paying for.
Payment Methods
Give flexibility to pay with credit, debit, HSA, bank transfers, Google Pay or Apple Pay.
Advanced Fraud Protection
Our fraud model helps protect you from taking payments from stolen cards.
Secure Payments
Our PCI-compliant software protects you and your customers.
Additional Features
Refunds
Quickly process refunds straight from your DreamCRM dashboard.
Multiple Bank Accounts
Connect multiple bank accounts to make sure the correct departments are getting paid.
Detailed Invoicing
Easily itemize your invoice to help customers see exactly what they are paying for.
Payment Methods
Give flexibility to pay with credit, debit, HSA, bank transfers, Google Pay or Apple Pay.
Advanced Fraud Protection
Our fraud model helps protect you from taking payments from stolen cards.
Secure Payments
Our PCI-compliant software protects you and your customers.
Ready to Simplify Your Payment Process?
Experience the convenience and security of DreamCRM’s Text-to-Pay feature today. Join countless businesses already benefiting from our versatile, secure, and client-friendly payment solutions. Start transforming your payment processes and make every transaction a breeze.
Ready to Simplify Your Payment Process?
Experience the convenience and security of DreamCRM’s Text-to-Pay feature today. Join countless businesses already benefiting from our versatile, secure, and client-friendly payment solutions. Start transforming your payment processes and make every transaction a breeze.
Questions? We've got answers!
What is DreamCRM's Text-to-Pay solution?
DreamCRM's Text-to-Pay is an innovative payment processing feature that allows businesses to send payment requests via text messages. It simplifies invoicing and payment collection, integrating seamlessly into daily client interactions for a more efficient and enjoyable experience.
How does Text-to-Pay work with DreamCRM?
Text-to-Pay works by sending a payment link to your clients via text message. Clients can click the link, review the invoice, and complete the payment securely using their preferred payment method.
Is Text-to-Pay secure for my business and clients?
Yes, Text-to-Pay is secure. DreamCRM Payment Gateways ensure encrypted, secure transactions, protecting your customers' data from threats. Our PCI-compliant software further safeguards both your business and your clients.
What payment methods does Text-to-Pay support?
Text-to-Pay supports multiple payment methods including credit and debit cards, HSA, bank transfers, Google Pay, and Apple Pay, providing flexibility to meet your clients' preferences.
Are there any fees associated with using Text-to-Pay?
Yes, there is a flat processing fee of 2.9% + $0.30 per transaction for credit and debit card payments. For bank transfers and e-wallet payments, the fee is either 2.9% + $0.30 per transaction or a fixed rate of $2.00 per transaction. There are no hidden monthly fees.
Can I customize the invoices sent through Text-to-Pay?
Absolutely! You can add your company name, logo, and a personal touch to each invoice to showcase your brand’s personality. Additionally, you can itemize invoices to provide detailed information about the charges.
How can I track payments with DreamCRM's Text-to-Pay?
DreamCRM provides easy payment tracking within your dashboard. You can quickly see who has paid and who needs a reminder, helping you stay on top of your receivables.
Can I process refunds through Text-to-Pay?
Yes, you can process refunds directly from your DreamCRM dashboard, making it convenient to manage transactions and address customer needs promptly.
Does Text-to-Pay integrate with other accounting software?
Yes, DreamCRM’s Text-to-Pay integrates smoothly with various accounting software, making data export easy and ensuring that your financial records are always up-to-date.
What additional features does DreamCRM's Text-to-Pay offer?
Besides secure payments and customizable invoices, DreamCRM offers advanced fraud protection, multiple bank account connections, and the ability to chat and charge within the same platform, ensuring a versatile and client-friendly payment solution.
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Questions?
We've got answers!
What is DreamCRM's Text-to-Pay solution?
DreamCRM's Text-to-Pay is an innovative payment processing feature that allows businesses to send payment requests via text messages. It simplifies invoicing and payment collection, integrating seamlessly into daily client interactions for a more efficient and enjoyable experience.
How does Text-to-Pay work with DreamCRM?
Text-to-Pay works by sending a payment link to your clients via text message. Clients can click the link, review the invoice, and complete the payment securely using their preferred payment method.
Is Text-to-Pay secure for my business and clients?
Yes, Text-to-Pay is secure. DreamCRM Payment Gateways ensure encrypted, secure transactions, protecting your customers' data from threats. Our PCI-compliant software further safeguards both your business and your clients.
What payment methods does Text-to-Pay support?
Text-to-Pay supports multiple payment methods including credit and debit cards, HSA, bank transfers, Google Pay, and Apple Pay, providing flexibility to meet your clients' preferences.
Are there any fees associated with using Text-to-Pay?
Yes, there is a flat processing fee of 2.9% + $0.30 per transaction for credit and debit card payments. For bank transfers and e-wallet payments, the fee is either 2.9% + $0.30 per transaction or a fixed rate of $2.00 per transaction. There are no hidden monthly fees.
Can I customize the invoices sent through Text-to-Pay?
Absolutely! You can add your company name, logo, and a personal touch to each invoice to showcase your brand’s personality. Additionally, you can itemize invoices to provide detailed information about the charges.
How can I track payments with DreamCRM's Text-to-Pay?
DreamCRM provides easy payment tracking within your dashboard. You can quickly see who has paid and who needs a reminder, helping you stay on top of your receivables.
Can I process refunds through Text-to-Pay?
Yes, you can process refunds directly from your DreamCRM dashboard, making it convenient to manage transactions and address customer needs promptly.
Does Text-to-Pay integrate with other accounting software?
Yes, DreamCRM’s Text-to-Pay integrates smoothly with various accounting software, making data export easy and ensuring that your financial records are always up-to-date.
What additional features does DreamCRM's Text-to-Pay offer?
Besides secure payments and customizable invoices, DreamCRM offers advanced fraud protection, multiple bank account connections, and the ability to chat and charge within the same platform, ensuring a versatile and client-friendly payment solution.
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