LydPay Payment CRM: The All-In-One Solution for Professional Customer Management

LydPay Payment CRM is a powerful, self-hosted Customer Relationship Management solution tailored for businesses, freelancers, and professionals of all types. Its clean, modern design not only makes your business appear professional to clients but also drives improved performance and efficiency. With features built to streamline every aspect of customer and project management, LydPay CRM helps businesses of all sizes maintain strong client relationships, organize tasks, and secure payment processing, all from one seamless platform.

Key Features of LydPay Payment CRM:

• Comprehensive Project Management: Manage, track, and invoice projects easily with LydPay’s robust project management features. Keep all tasks organized by linking them to relevant CRM tools, enhancing collaboration and productivity.
• Effortless Invoicing and Estimation: Create polished, professional estimates and invoices to present a strong brand image to your customers.
• Advanced Support and Ticketing System: With auto-imported tickets, stay on top of customer support requests, ensuring timely issue resolution and satisfied customers.
• Time Tracking and Billing: Monitor time spent on tasks and bill accordingly. Assign tasks to multiple team members and track time per individual, enhancing accountability and transparency.
• Seamless Collaboration: Add task followers, even if they’re not project members, allowing team members to stay informed on progress without direct project access.
• Lead Management and Progress Tracking: Centralize all leads, track their progress, and import them automatically from email. Add notes, create proposals, and use drag-and-drop stages to keep leads organized and sales-focused.
• Enhanced Proposal and Sales Tools: Build beautiful, custom proposals for leads and clients, boosting your chances of closing sales and securing long-term business.
• Expense Tracking and Customer Billing: Record expenses, convert them to invoices, and streamline billing, ensuring you get paid for all billable items.
• Powerful Customer Insights: LydPay’s CRM provides detailed customer information to help you better understand and serve your clients.
• Boost Customer Loyalty with Surveys: Use the built-in survey tools to get direct feedback from customers, increasing satisfaction and retention.
• Goal Tracking: Keep your sales objectives top of mind with LydPay’s Goals Tracking, helping your team stay focused and motivated.
• Efficient Contract Management: Create and manage contracts to secure current and future sales opportunities, establishing clarity and protecting your interests.
• Customizable Fields and Data Storage: Store extra information on customers, leads, and more with custom fields, allowing for a more tailored approach to data management.
• Flexible Payment Options: Accept payments from credit cards, PayPal, and other gateways in multiple currencies, giving customers flexible payment options.
• Configurable and Customizable: Make LydPay CRM your own with its powerful theme styling feature, aligning the CRM’s look with your company’s branding.
• Organized Media and File Storage: Non-admin staff members can upload and organize files within their own media folders, streamlining document management within the CRM.
• Personalized Staff Calendars: Each staff member has a dedicated calendar based on permissions, helping them manage tasks, deadlines, and meetings efficiently.
• Integrated Follow-Ups, Reports, Notes, and More: Keep all customer interactions and notes in one place, ensuring nothing falls through the cracks.

Why Customer-Centric Support Matters with LydPay CRM

At its core, LydPay CRM is designed with customers in mind. Its powerful support system allows you to resolve issues swiftly through an integrated ticket system and customer reminder tools. Assign reminders to yourself or team members, send email and in-app notifications, and follow up with clients seamlessly. With LydPay’s support features, you can elevate customer satisfaction and build long-lasting client relationships.

Explore and Discover What LydPay CRM Can Do for You

LydPay CRM is packed with flexible, robust features that adapt to various industries and business needs. Explore the full feature set and try a demo to see firsthand how LydPay CRM can transform your customer management, enhance your team’s efficiency, and help your business succeed.