Then, when the customer pays, the amount of payment made by the customer is entered and the app recalculates the customer’s balance. Automatic notifications (by email, WhatsApp, Telegram, etc.) can also be sent in this case as a receipt of payment, with the next due date and other relevant data.
There is also a section where you can upload data about the hosting space such as the user name and password, since clients sometimes ask for this information and this makes it easier to prepare and send it, which can be done in one click.
The app also has a reports section to manage the general status of clients with useful data such as due dates for the current month, a list of all clients with outstanding balances, a list of all due dates, etc.
CRM for managing clients who make recurring payments
How does it work?
- The administrator uploads the basic data of the customers such as name, period, product, cost, etc.
- The system begins calculating each customer’s bill, calculating how much they have paid and how much they owe.
- When a new period is completed, the system adds a new amount to the balance according to the current product price.
- The app sends expiration notices by email to the administrator (optionally it could also automatically notify the client).
- It has modules to generate notifications with WhatsApp or email.
Detailed reports for smart management:
Dive into a complete view of your finances with our reporting section. Access a clear and concise list of next month’s due dates, always staying one step ahead. View all outstanding due dates to have full control of your accounts receivable. Plus, get a summary of the total amounts owed, allowing you to make informed and strategic decisions to boost your business. With our reports, you’ll have key information at your fingertips to optimize your financial management and achieve success.
Simple and Powerful Database
Are you looking for a simple and effective way to manage your clients?
With our app, you can do it from your phone or computer, without having to deal with complex or expensive systems.
👉 Request your free trial 👈 of the restaurant menu and management app and enjoy all the advantages it offers. It’s easy, fast and secure. Don’t wait any longer and start living a new experience with the app.
