PaidToday delivers exactly what you need to start, build, or run your business by combining people, process, and technology. Whether you are procuring or producing services, we've got you covered. Customer accounts are free!START 14 DAY FREE TRIAL!
Is PaidToday's all-in-one solution right for my business?
PaidToday works on any device: desktop, tablet, and mobile. Native mobile apps coming soon!
Simplified CRM makes sales easier and faster, without a huge learning curve.
Easily create, manage, and collaborate on all of your projects from one interface.
Create and send invoices in a few clicks. Making a payment is even easier!
Connecting buyers and sellers world wide. Find the best fit for the job. Fully integrated client portal for your customers
Securely chat with your contacts, clients, and team - all in one place!
Client Portal: Allows your clients to login from anywhere and send messages, make payments, and more. The client portal bridges the gap between the business and client sides of the job, from first contact to payment, giving your customers painless communication and support.
Invoicing: Send easy-to-create professional invoices to your clients. Invoicing digitally is as important as ever, especially since the rise of working remotely. With trackable invoices your business can keep cash flow steady.
Payments: Receive payments simply and securely from you clients, or make a payment to another business
on the platform. Invoices shouldn't be hard to pay, which is why our goal is to make payments as frictionless
and easy as possible.
Messaging: Keep the job flowing and moving, while keeping everybody on the same page. Integrated messaging simplifies the communication of the initial questioning, proposal, job, and feedback, while also allowing for new potential customers to find your business and contact you through the PaidToday Marketplace securely without having to give out your mobile number or home address.
CRM: Manage your prospects, customers, and referrers simply. Service oriented business relies on the relationship of between your business and customers, potential or otherwise. Keep track of your contacts and where they are at in the buying process clearly and concisely without any unnecessary complexity or confusion.
Contact Manager: If the CRM provides you with the overall sales flow for your business, the Contact Manager
is a more personalized view of your contacts. Make notes about the contact for your business (birthdays are
a good one!), manage individual opportunities, and view any invoices that your contact has received. From here
you can hop directly to the related items you're looking for.
Projects: From a bird's eye to granular view, with PaidToday projects you can scope out the entire job including specific actions you, your employees, or even the customer needs to accomplish for a successful transaction. Project Actions with a due date set are automatically shown on your Calendar and will also shoot you (or the team member or contact) an automatic reminder about the upcoming action.
Calendar: Simple calendar with powerful automation. The calendar is where you can see the many things in PaidToday that have due dates and when the due date is up, whether it be an action for a project or an invoice. And of course, what would a calendar be without the ability to add your own events?
Activity Feed: View the everyday important changes to any of your jobs or important information that may have been updated while you weren't looking. Your activity feed will show you the updated changes for any action that is assigned to you as well as any payments or invoices received. View the specifics of any item just by clicking on it. New activity types are being added regularly!
Marketplace: Offer your customers accessible visibility and easy communication to your business and services. PaidToday business users have the option list their products and services on the Unlimita Marketplace. Unlimita is a virtual bazaar where customers can find your business and get to know about you, your team, and the value that your services offer. Furthermore, when a potential customer finds you on the marketplace and messages your business, they are automatically input into your company Contacts so you can manage their status, opportunities, and sales.
Automated Reminders: Never forget about important events. Automated reminders help you stay on top of the critical time-sensitive events that you, your business, and your clients rely on. For example, if your customer forgets about an invoice whose due date is upcoming, how would they pay it? A simple automated reminder helps them stay on point with their payment. Automated reminders are also triggered on upcoming due actions, new contacts added, and invoices received.
File Sharing: Project-related file sharing and document storage to keep the project organized. PDFs, images, video, word processing documents, or any other file type can be uploaded to a project to keep things synced. You can also use a single action to upload the final deliverables to your customers when the job is completed to make things easy and professional. Note: Files can also be shared through message conversations, allowing you to make the final deliverables through that channel if you wish.
Team Management: Add and remove team members to a company. Managing your team members is essential, especially when you work with contractors for various parts of your business. This is another area that we will be expanding, allowing for more specified permissions and restrictions per team member so that everybody can have access to only and exactly what they need while everything else stays obscure and secure.
Custom Domain: Use your own domain with on-site portal. If you own a custom domain for your business (Ex: www.johnnys-landscaping.com), but do not have a website of your liking deployed, you can easily hook up your own custom domain with one of your businesses created on the PaidToday platform, so that your marketplace page has an external view that is shown when logged out of PaidToday. This is especially useful when acquiring new prospects or leads through your website, where all they have to do is register with a free customer account on PaidToday and can immediately interact with your business. The custom domain feature gives you the ability to leverage your marketplace view page as an actual website without having to build it yourself. If you are intrigued by this, wait until we release or simple website builder.
Receipts: Confirmation of payment whenever you need it. While receipts are important to keep, nobody likes storing paper. Each payment in PaidToday is backed up with a receipt for simple auditing. This includes payments that are made to you and that you make (in both cases both parties can view the receipt) as well as any of your subscription or one-time payments made to PaidToday for your application access.
Multiple Businesses: Multiple businesses, multiple streams of income. One aspect of PaidToday that is very unique is the ability to manage multiple businesses from one account. With two clicks of a button, you can easily swap companies and manage another business. You do have the option to create multiple businesses each under their own login credentials if you wish.
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I just wanted to take a minute and thank the guys at PaidToday. They were great to work with, very knowledgeable, and
very helpful. I highly recommend anybody who wants to improve and organize their business to take advantage of the PaidToday
software and support staff. It really helps me monitor my business leads, sales, and accounting. Keep up the good work
guys and thanks again for helping this old school guy out!
PaidToday makes being a freelancer so simple. It was so easy to get started that it did not click for me what I had just
done. I had just taken a huge step making my life as a freelancer so much easier. Nobody likes paperwork... especially
me. Overall I love this app because it takes the hard work out for me so that I can focus on creating.
PaidToday has been a total game changer for us. The ability to manage our website, billing, and projects in one place
keeps us more organized and frees up more time for actual project work and business building. PaidToday is quickly becoming
one of our most indispensable tools for success!
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