Question: Is there a CRM system that offers integrated payment processing and allows me to track payment status directly within the platform?

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Podium

If you're looking for a CRM system that handles payment processing and lets you track payment status within the system, Podium is a great choice. It offers a unified interface for managing customer contact information, payments and reviews. With features like AI Employee (Jerry) for 24/7 customer communication, mobile-device-based payment processing, and integration with more than 200 third-party apps, Podium streamlines lead capture, customer communication and review processes to increase sales and customer satisfaction.

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Bitrix24

Another powerful option is Bitrix24, an all-in-one platform that includes a full-featured CRM system and payment processing. Bitrix24 offers a unified interface for managing leads, deals, contacts and companies, along with sales automation, invoice generation and online payments. It also includes AI-powered CoPilot features and integrates with popular tools like Stripe and more.

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Zuora

If you have a subscription-based business, Zuora offers an end-to-end subscription and monetization platform. It includes payment orchestration across multiple gateways and currencies, automated revenue recognition with real-time insights, and streamlined order-to-revenue processes. Zuora integrates with existing systems like CRM and ERP applications, so it's a good choice if you need to manage flexible pricing and billing.

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OptimateAI

Last, OptimateAI offers a sales operations management platform that handles payments, invoices, KPI tracking and commissions. It includes a single payments and billing system, automated sales KPI tracking, and a leaderboard for sales performance. OptimateAI is designed to streamline sales processes, automate routine tasks and offer insights to drive growth and scalability.

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