Contact manager

Get orginized and ditch the spreadsheets. PaidToday gives you a secure and orginized home for all your customer data. Give your team the best tools to nuture prospects into customers.

  • Manually or automatically assign tasks for team members to complete for a contact.
  • Contact records are created automatically form submissions, online sales, booked appointments and more!
  • Automate SMS/Texts to new & existing customers
  • See and get notified of booked appointments with customers
  • Add notes and attach files to customer records
  • View purchase and communication history
  • Easily import contacts from gmail

Collect new contacts from any...

  • Form submission
  • Booked appointments
  • Purchased products or services
  • Portal Registrations
  • Messages
  • Import contacts
  • Or manually enter contacts

Quickly capture the info that matters most

Get just the basic info or add more indepth information it's up to you.

  • Add as much or as little information as you want 
  • Social media links
  • Info on where they work or a business they own

Notes, Emails, SMS, Tags, Form Submission Info

A home for all the important interactions between you and your clients in one place

  • Manually add notes & tags
  • See all communications
  • View all form submission data and info.

Contact specific tasks & actions

Manually or automatically create tasks that you and your team need to complete for this contact

  • Create and assign the task 
  • Set the due date
  • Use an automation to create these or do it manually 
  • Easily mark complete, edit, or delete tasks as needed.

Invoices & orders

Easily track & manage orders and invoices with each client

  • View all invoices and orders
  • Edit, refund or void 
  • Find the orders & invoices easily

Share and make work & life easier!

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