Powerful features fueling your business

Go from prospect-to-profits with our 360° All-in-one business management platform

  • End-to-End features covering your business from prospect to profits and everything in between
  • Features built to grow, scale, and manage the most important aspects of your business
  • Centralize your business into one log-in
  • Take your business online and in the field
  • Save thousands on overhead costs
  • Get started today!

 Contact Manager

Easily manage your growing customer list & never lose that important customer info.

  • Assign tasks for team members to complete specific to this contact
  • Search for similar contacts
  • Attach files to contact records
  • View purchases, Invoices, orders, booked appointments, and opportunities.
  • These contact records are built to succeed in bringing lifetime customers to your business.

"Invoices have never been so easy" -N.H.

 Online Orders & Invoicing

Get paid faster and easier!

  • Secure and easy payments 
  • Automated payment reminders
  • Send draft & estimates
  • Easy void/refund options
  • Secured with stripe

"Invoices have never been so easy" -N.H.

Online Booking 

Easily create booking forms, add to any website or sales funnel, or send the link directly. No website required!

  • Assign meeting providers
  • Set available times
  • Set booking days out
  • Save meeting to google/apple calendar
  • Add questionnaires to booking forms

"Filling my schedule is a breeze" -P.R.

 Contract & Form Creator

Create, capture & store legitimate online documents and signatures. Custom forms at your fingertips.

  • Create agreements, contracts, NDA's , new patient forms, HOA dues contracts, and so much more!
  • Signatures and form information store on the contact record 
  • Add forms to your websites or simply share the form link URL via email or message
  • Get notified when clients complete the forms

"Projects and agreements have never been more clear or secure" -I.T

 Automation Wizard

Automate sales processes, reduce busy work, increase productivity.

  • Easy drag and drop automation creator
  • Set triggers and then what happens after
  • Auto-create/assign project tasks to team members
  • Auto send SMS/text
  • Add to CRM sales pipelines
  • Chain automation's together to create the ultimate sales flow
  • Set days out for automation actions to run

"I just saved 4hrs per week on administrative tasks" -J.T.

Seamless integrations

PaidToday's integrations make working with the software you already use a breeze.

  • Easy to implement connections to apps you love
  • Import your Quickbooks invoices
  • Import your Google contacts
  • Capture leads from Facebook into your PaidToday CRM
  • Integrate with your google calendar

Website Builder

Get the most out of your ads by creating tailored landing pages and websites specifically for your offers!

  • One-click installable funnels/websites templates
  • 100's of pre-made blocks for easy creations
  • Your scheduling, products, and forms work automatically on any of your sites
  • Full site traffic and reporting
  • SSL secure by default
  • Full grid control
  • Free stock images to use on your sites

"I started seeing real success with my ads once I implemented my landing pages" -I.K.

 Client Portal

A home for your customers. Customers love having one place to purchase products & services, pay bills, and collaborate on projects with your business. Included with all PaidToday plans. Let your customers...

  • Pay invoices
  • Access/upload shared documents
  • Have full access to all their own data
  • Store documents
  • Access and take your online courses
  • Securely message with your business
  • Collaborate on projects
  • Purchase products, courses, or services
  • See purchase history
  • Discreetly request refunds and so much more!

 Project Manager

Easily create projects and assign tasks to team members or clients. Never miss a due date. Keep everyone on the same page.

  • Assign a task to members/clients 
  • Set due dates
  • Get notified when assigned a task
  • Add comments to task threads
  • Easily upload and store files
  • Easily add and remove access to a project.

Course Creator

Create, customize and sell your online courses easily with a few clicks.

  • Create and sell online courses
  • Set access duration
  • Create a subscription access
  • Upload lesson files/documents
  • Create module quizzes (coming soon!)
  • Bundle with projects for an immersive learning experience

 Business Phone # In App

With a dedicated business phone line, you can keep your business and personal life organized. No more pocket dialing your clients on accident.

  • Purchase unlimited business phone lines
  • Send automated SMS/Texts when your clients submit a form
  • In-app calling 
  • Assign numbers to team members
  • Full communication reporting and history
  • Call recording and playback.

 Sales Pipelines

Track and perfect your customer's buying journey with pipelines. Easily add/drag & automate customers through your sales pipelines. Keep you and your team up to speed on your clients' stage in their buying journey.

  • Create unlimited pipelines
  • Add as many steps as you need per pipeline
  • Import clients to a specific pipeline and step via .csv file
  • View statistics on your pipelines
  • Send a client from one pipeline to another
  • Contact records show pipeline position and status

Are you a developer?

Build your own apps using our api.

  • Build your own apps
  • Full vs style code editor in app
  • Sell them in the marketplace

"There is just so much here!!!!" -N.S.

360° All-in-one business growth solution.

Never stop growing :)

  • 360 client management
  • Works on any device
  • Everything a growing business needs
  • Invoicing, Booking, Funnels, CRM
  • Digital signatures, subscription payments & so much more!

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  • Quick & straightforward to set up
  • Effortless Organization
  • Sales & Marketing Automation
  • Online Booking
  • Payments, Invoices, & Subscriptions