Overview:
I optimised the client’s offline payment process by implementing backend automation, seamlessly integrating automatic invoicing, and comprehensive payment tracking, with subscription tracking seemlessly intergated into their CRM for overall reporting and managment.
Key Features:
Form Submission:
- Clients subscribe via an online form.
Automatic Invoice Generation:
- An invoice is automatically generated and sent to the client.
- Each invoice includes a unique digital bank account for tracking.
CRM Integration:
- All data from forms, invoices, and payments is recorded in the system for simple tracking and management.
Benefits:
- Efficiency: Automates invoicing, reducing manual work.
- Accuracy: Unique bank accounts ensure precise payment tracking.
- Easy Management: Integration with the CRM simplifies data management.
This integration enhances the client’s payment tracking and data management capabilities.