Switch on when you need it
Payment Portal
A branded portal where customers pay what they owe, straight into your account.
“I chase people for checks and read card numbers over the phone.”
Instead of: A separate payment page and a lot of chasing
Payment Portal connects your workspace to your own payment account, so every payment lands with you. Customers open a branded portal from a secure link or their own login to see what they owe, pay by card or bank transfer, save a payment method and turn on autopay for recurring deals. Share payment links anywhere, take deposits on accepted proposals, issue refunds, and see every payment reconciled to the deal, quote or invoice it belongs to.
What you get
- Connect your own payment account, so money goes straight to you
- Branded customer portal reached by secure link or customer login
- Card and bank payments, saved methods, partial payments and deposits
- Autopay for recurring deals
- Shareable payment links and emailed receipts
- Refunds, plus a payouts and fees report
- Automatic reconciliation to deals, quotes and invoices
Who tends to switch this on
- Service businesses still chasing checks and bank transfers
- Teams billing recurring deals every month
- Owners who want every payment tied to the deal that earned it
Goes well with
People who switch on Payment Portal usually switch these on too.
Quotes & Proposals
Branded proposals with approvals, signatures and view tracking, priced from your catalog.
Instead of: A proposal tool and a document template folder
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Site Builder
Block-based websites on your domain, with forms that land in the CRM.
Instead of: A website builder subscription and a form service
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Payment Portal with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.