CRM Payments Just Got Easier No Hidden Fees!

Accept credit card payments.

Process e-checks and ACH.

Receive accurate reporting.

All-In-One CRM Software For Customer Payment Collection

All-In-One CRM Software For Customer Payment Collection

CRMDialer’s billing CRM software is built to cater to different vertical markets.

Accept E-Checks And ACH Transfers From Customers

Accept E-Checks And ACH Transfers From Customers

Enable the Paya ACH Integration to begin accepting bank account payments from the comfort of your CRM. Send customer receipts and receive deposits directly into your bank in 2 business days.

Bring Your Own Merchant Account Or Apply For An Account Today

Bring Your Own Merchant Account

CRMDialer is compatible with your merchant account. In order to enable Credit Card Payments you will need to enter your gateway API credentials.

Payment Processing CRM Benefits

Intelligent Design

Our development is driven by listening to our clients and our functionality is continually updated with merchants in mind.

Interchange Savings

Our simple system for processing Level II & III data provides in-depth fields, yet takes seconds to process.

Reduce AP Workload

Get paid up to 3x faster by accepting credit cards and ACH payments from customers in real-time.

Recurring Payments

Automatically bill for services on a schedule so you don’t have to spend time creating similar invoices for the same client.

Scale Sales Rapidly

Increase your revenue without adding more staff overhead.

Multiple Reporting Options

CRMDialer allows you to filter payment activity by person or department to make sure that employees are always crystal clear on when you expect payment.

Fast Deployment

CRMDialer’s SaaS software is immediately deployed without expensive and time intensive integrations.

Eliminate Security Risks

CRMDialer is a Certified PCI Level 1 Service Provider that supports credit card and ACH transaction tokenization.

Fastest Deposits

Make sure you get paid quickly for your work by requesting a Deposit on your invoice upfront.

Retain Your Best Clients

What clients see on their receipt is what your client will see on their statement so you don’t have to worry about any surprises.

Multi-Currency Billing

Send your invoices in whichever currency you and your client prefer to work in.

Multi-Language Receipts

Have a client who speaks another language? Send them a custom receipt in their preferred language.

Duplicate Invoices

Need to send a similar invoice to one sent in the past? CRMDialer lets you easily duplicate and adjust invoices.

Automatic Tax Calculations

Never worry about collecting the right amount of sales tax. Just apply it to your invoice and CRMDialer will take care of the math.

Simple Summary

Always know at a glance just how much is outstanding and if you have any overdue invoices.

Frequently Asked Questions

Yes, CRMDialer provides reporting on all Sales, Refunds, Voids and Declines. Reports are provided for defined and custom date ranges. Defined date ranges for each category are Today, This Month, YTD and Lifetime.

Absolutely. If you invoice the same amount on a set schedule, CRMDialer automates everything from one-time transactions to collecting payments to scheduled weekly, monthly or annual payments.

Enter your customer payment information into the form fields provided in CRMDialer and receive an instant approval or decline.

Key features include secure and simple payment processing along with reporting that is provided without ever leaving your CRM.