Take secure card payments on every invoice and quote — then watch them reconcile against the right record automatically.
Add a “Pay now” button to invoices and quotes and let customers settle in seconds, from any device.
Link your existing Stripe account in a couple of clicks — or create one in minutes.
Choose which documents get a pay-now button and set your defaults.
Customers pay online and CRMit marks the invoice paid for you.
No. You pay Stripe’s standard processing fees — CRMit doesn’t add a markup on payments.
Yes, you can refund a payment from within CRMit and it’s reflected on the invoice and in Stripe.
Payments are handled by Stripe’s PCI-compliant checkout. Full card numbers never pass through or get stored in CRMit.
Book a demo and we’ll connect Stripe live so you can see it in action.