Payments, financing and CRM in one platform
Take every kind of payment, let customers pay over time, and keep every customer in one place. Built for businesses that sell big-ticket work, in person and online.
Bank payments
Card payments
Buy now pay later
No MPA fee
Full CRM
One platform
Payments, financing and CRM share everything, so nothing gets typed twice.
CLIENTLOOP
Payments
Get paid every way your customers want to pay, in person and online.
Cards, Tap to Pay and terminals
Bank payments at 0.75%
Invoices and payment links
CLIENTLOOP
Financing
Let customers pay over time. You get paid upfront.
Up to $25,000 per job
3–60 month terms
No MPA fee to you
CLIENTLOOP
CRM
Keep every customer, job and follow-up in one place.
Pipeline and scheduling
Automated follow-up
Reviews on autopilot
Payments
Every way your customers want to pay.
Send it, tap it or put it on the website. It all lands in one account.
Flex Pay financing
Let customers pay over time. There’s no MPA fee, and if a customer stops paying, that’s on us, not on you.
Customer financing powered by Flex Pay, subject to credit approval. A financed sale carries our standard transaction fee, like any card payment. Terms and disclosures
Affirm • Klarna • GreenSky
A dealer fee (MPA fee) on every financed sale
A disputed sale can come back to you
ClientLoop + Flex Pay
No MPA fee
Chargeback risk covered
If they stop paying, that’s on us, not on you
Save on every financed sale
The old way
Payments, financing, invoicing, CRM, scheduling and follow-up usually live in separate tools that don’t talk to each other.
The same customer typed into three places
A separate bill for every tool
Financing fees hidden inside the sale
Payments cut off from follow-up
CRM software
Another monthly bill
Payment processor
A separate account
Financing
3–6% of the sale
Invoicing
Another login
Scheduling
Another calendar
Reviews and follow-up
Another tool
ClientLoop
All of it, one login
Who it’s for
If you quote it, finish it and get paid for it, ClientLoop fits.
HVAC
Roofing
Remodeling
Trades
Custom auto
Med spas
Salons
Fitness studios
Retail
E-commerce
Payments, financing and a CRM in one account.
Can my customers really pay over time?
Can I take payments in person?
What do bank payments cost?
Does ClientLoop replace QuickBooks?
