Create workflows, automate communications, prioritise leads, organise customers & jobs.
Build custom pipelines that deliver a flawless customer experience and simplify team management
Easily track the progression of each lead as they work through each stage of your sales process.
Prioritise leads at a glance, determine actions and quickly focus on opportunities with ease.
Automate communication with your team & customers based on stages in the pipeline.
Discover every detail about your contacts. Quickly check quotes, invoices, tasks, events, schedules and more.
Create a Pipeline that seamlessly interacts with your order of operation, Easily add in additional stages of the pipeline with unique workflows and automations.
Create unlimited unique pipelines so you can tailor leads to a series of different processes dependant on their needs.
Create unique automations and workflows based on different stages in the pipeline. Have full control of customer journeys even if you have different workflows for different types of customers.
The simplicity of the quoting process and then invoicing has massively reduced the time needed allowing us to concentrate on business development. That paired with the customer experience means that this tool is now one of the most critical in our business
This company is amazing. Every time I have needed help, night or day they are there to support. The software is unbelievably easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. resend. reminders automatically sent. customers saved... etc Fantastic
Our Company use Payaca for all our CRM needs. The team are always very helpful. I have had to contact them at random hours when I need help or a question and they will always reply regardless of the time which is a huge thing for me. I honestly can't fault them.
My overall experience with Payaca has been fantastic. It's really helped increase my sales, my quote conversion rate has increased and this is probably down to the professional look it provides. The customer service is brilliant also.
It's an incredibly useful tool, it's helped me minimise the time spent in the office. It's super easy to use and helps me keep track of all of our quotes, invoices and payments.
Payaca has improved the efficiency of our business by allowing us to monitor how successful we are at converting quotes. It's also really handy to be able to add choice and optional items to a quote to gain an uplift in sales as well as not having to create multiple versions of the same quote.