Remove Client Management Remove CRM Remove Reconciliation
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What Are Embedded Payments?

EBizCharge

Businesses can embed payments into standard business software, such as Enterprise Resource Planning (ERP) and accounting, eCommerce, Customer Relationship Management (CRM), and transportation systems. CRM Embedded payments can be very beneficial when your business integrates them into CRM software.

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What is Accounts Receivable Management?

EBizCharge

Accounts receivable management plays a pivotal role in businesses’ financial health and operational efficiency across industries. As businesses extend credit to clients, managing accounts receivable becomes essential for maintaining liquidity, ensuring timely payments, and fostering healthy cash flow.

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The Complete Guide to SaaS Upselling: How to Increase Revenue from New and Existing Customers

Stax

With integrated payments , they can speed up cash flow, reduce manual reconciliation, and offer a smoother experience to their clientsall within the same platform. Lets say you offer a CRM that allows users to store up to 5,000 contacts on the base plan. The key is to make the upgrade feel like a natural next step, not a hard sell.