Compare
Most businesses pay for payments, financing and a CRM separately. See what changes when they’re one account.
Payments, financing and CRM
Side-by-side, feature by feature
Side by side
Each comparison covers payments, financing, the CRM and what you’d pay in total.
How to compare
Six questions to ask any provider before you switch.
What does a card payment cost?
Ask for the full rate, including any per-transaction fee.
What do bank payments cost?
Bank payments should cost far less than cards on big invoices.
Does financing take a cut?
Many financing programs keep 3–6% of every financed sale.
Is the CRM a separate bill?
Add up every monthly software fee, not just the processor.
Does it work with your books?
ClientLoop integrates with QuickBooks.
Can you get paid anywhere?
In person, by link, by invoice and on your website.
Processing fees, financing fees and software bills all come out of the same margin. Add them up before you decide.
Payments, financing and a CRM in one account.
Questions
How is ClientLoop different from my current CRM?
Can I bring my customers over?
Does it work with QuickBooks?
How do I see what I’d save?
