Invoices. Payments. Recurring Payments. Yep, It's All in There.
CRM With Invoicing and Payments. Your CRM Can Handle the Money Part Too.
Getting paid is exciting. Leaving your CRM, opening another system, recreating information, sending an invoice, checking whether it was paid, and trying to connect everything back to the customer? Considerably less exciting. LinearCRM is a CRM with invoicing and payments built right in. Create invoices, accept card and ACH payments, keep payment methods on file, schedule recurring payments, and keep the money connected to the customer or business it came from. We figured the part where you actually get paid was important enough to include. You're welcome.
We Built the CRM We Wished Existed. You're Welcome.
One Price. Every Feature.
No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.
15 Minutes. You're Basically Ready.
Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.
Everything Together. Finally.
Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.
Getting Paid Shouldn't Require a Field Trip. Keep the Invoice, Payment, and Customer in One Place.
For a lot of businesses, everything is cruising along in the CRM until somebody says the magic words... “Send me the invoice.” Suddenly you're off to another system, recreating information you already have, sending the invoice from there, processing the payment somewhere else, and eventually trying to piece the whole thing back together. LinearCRM is a CRM with invoicing and payments built right in. Create an invoice directly from a contract, lead, customer, business, or other connected record. The information is already there. We figured making you type it twice would just be rude.
Then comes our favorite part. Getting paid. Accept credit cards for 3.15% + $0.30 per transaction or ACH payments for 1.05%, capped at $10 per transaction. Keep payment methods on file and, if you choose, add a credit card or ACH processing fee to the total. Have payments that happen again and again? Set up a recurring payment schedule with the frequency, start date, and end date that work for you, and LinearCRM automatically handles the scheduled payments from there. Getting paid once is exciting. Getting paid automatically without remembering to do something every month? Even better.
Of course, getting paid is only part of it. LinearCRM keeps the payment activity and history connected to the customer or business record, so your team can see what was paid, when it was paid, and what may still be outstanding without checking another system. Reporting gives you the bigger picture with revenue and missing payments too. B2B? Yep. B2C? Yep. Both? Obviously. Sales can see it. Accounting can see it. Leadership can see it. Customer service can see it. Everyone who needs the information has it without asking someone else to go find it. One customer or business. One connected record. Money included. We like easy.
Get Started with LinearCRM. No Nonsense. Just CRM.
We Didn't Need Another CRM. We Needed a Better One.
There's a Reason We Did Things Differently.
We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.
All Your Invoices and Payments in LinearCRM? Yeah, We'd Celebrate Too.
Listen, we're not saying you need to throw your invoices in the air every time you get paid. We're just saying we understand the impulse. As a small business ourselves, this was something we wanted and needed in our own CRM. We use LinearCRM for our own customers, invoicing, and payments, so this isn't one of those features we built because it sounded good on a feature list. We actually use the thing. We built invoicing and payments into LinearCRM because getting a customer from “I'm interested” to “Paid” shouldn't require a tour of your entire software stack. The customer is already in LinearCRM. The contract is already in LinearCRM. We figured the invoice, payment, and payment history might as well join the party. Matter of fact, you're welcome.
Label
Create the Invoice Without Leaving LinearCRM
Create invoices directly from contracts, leads, customers, businesses, and other connected records. All that information is already sitting right there in LinearCRM. We saw absolutely no reason to make you type it all again somewhere else.
Accept Credit Card and ACH Payments in Your CRM
Connect Stripe and accept credit card and ACH payments right from LinearCRM. Card payments are 3.15% + $0.30 per transaction, and ACH payments are 1.05%, capped at $10 per transaction. Want to pass along the processing fee? You can do that too. We thought of things.
Label
Keep Customer Payment Methods on File for Next Time
Save a customer's payment method for future transactions instead of asking for the same information every time they need to pay you. Repeat customer? Recurring payment? Their payment information is already there and ready when you need it. One less round of “Can you send me your payment information again?” Everybody wins.
Label
Set Up Recurring Payments and Let LinearCRM Handle Them
Choose the payment frequency, set the start and end dates, and let LinearCRM automatically handle the scheduled payments using the payment method on file. Set it up once and let recurring payments do what they're literally named for. Recur.
Label
See Revenue, Payments, and What's Still Outstanding
Payment activity stays connected to the customer or business, while reporting gives you a clearer look at revenue and missing payments. No bouncing between systems. No asking three different people whether an invoice was paid. Open LinearCRM. There it is.
Questions? Good. We Have Answers.
Talk CRM to Us. We Promise to Speak Human.
