One Loop. Every Client.
Every Payment.
ClientLoop unifies payments, CRM, and automation — giving you total control of how you manage clients, track revenue, and grow your business.
Direct Bank Payments
Fast, low-cost ACH via Plaid — built for transparency and speed.
Consumer Financing
Pay-over-time options through FlexPay, while you get paid upfront.
All-In-One CRM
Clients, leads, and payments organized in one connected platform.
Clients. Leads. Payments.
All in One Loop
The ClientLoop CRM brings your customers and revenue together, connecting payment data, client profiles, and workflow automation.
Unify Clients & Payments
Keep every client, lead, communication and payment organized in one dashboard from first contact to final sale.
Visual Pipelines
Track deals and stages with an easy drag-and-drop pipeline that keeps teams clear and coordinated.
Smart Automations
Launch workflows instantly when a lead arrives, payment clears, or client action is detected.
24-Hour Lead Nurture
Automated follow-ups and reminders keep every opportunity active, even while you’re offline.
Built-In Messaging
Send emails, texts, and smart messages directly from your CRM — no extra tools or tabs needed.
Stripe Handles Payments.
ClientLoop Handles Everything.
Stripe helps you process transactions. ClientLoop helps you grow your business — with payments, CRM, and automation in one loop.
Feature | ClientLoop | Stripe |
|---|---|---|
Transaction Fees | ✅ Lower ACH costs — save up to 75% per transaction | ❌ 2.9% + 30¢ per transaction |
Bank Payments | ✅ Built-in Plaid direct transfers (same-day ACH) | ⚠️ Limited ACH options |
Consumer Financing | ✅ FlexPay integration with instant approvals | ❌ Not available |
Chargeback Protection | ✅ Smart fraud detection & instant alerts | ⚠️ Basic chargeback support |
Custom Branding | ✅ White-label checkout & invoices | ❌ Stripe branding on receipts |
Subscription Billing | ✅ Automated recurring payments in CRM | ⚠️ Requires separate setup |
CRM Integration | ✅ Native contact, lead, and payment sync | ❌ Requires third-party tools |
Automations | ✅ Smart triggers for invoices & nurture | ❌ Manual setup or add-ons |
24-Hour Lead Nurture | ✅ Built-in SMS & email automations | ❌ No built-in messaging |
Support | ✅ Dedicated partner support | ⚠️ Ticket-based response queue |
ClientLoop isn’t just a Stripe alternative — it’s a complete business ecosystem built for control, visibility, and growth.
Keep More.
Get Paid Faster.
Stay Connected.
ClientLoop, powered by Plaid and FlexPay, gives businesses same-day ACH transfers, financing options, and full visibility — all in one dashboard.
Direct Bank Payments
Secure, low-cost bank-to-bank payments with faster access to your funds and lower transaction fees than credit cards.
Lower Processing Fees
Save on costs by bypassing expensive card networks.
Faster Transactions
Improve cash flow with quicker bank transfers.
Fraud Reduction
Plaid’s secure infrastructure minimizes chargebacks and fraud risks.
Seamless Checkout
Customers can pay directly from their bank with a simple, one-step process.
No NPA Fees
Enjoy direct transfers with no network processing or additional platform fees — keeping every transaction cost-efficient and predictable.
Eligibility requirements apply.
Consumer Financing
Give your customers the freedom to pay over time while you get paid upfront—boosting sales and customer satisfaction.
Buy Now, Pay Later
Increase conversions with flexible financing options.
Simple Interest Loans
No hidden fees, no compounding interest—just transparent payments.
Instant Approvals
Fast financing decisions without long application processes.
No Prepayment Penalties
Customers can pay off their balance early without extra fees.
Transparent Transfers
Funds move clearly and predictably — giving both you and your customers full visibility from start to finish.
Eligibility requirements apply.
Built for Visibility
Designed for Growth
ClientLoop Numbers
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10K
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250
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3K
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+45%
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Dashboard Product
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