Paycove CRM (Customer Relationship Management) Integration | PipelineDeals

Paycove Integration

Paycove integrations

Automate your entire billing process, from Deal to Quote, and Invoice to Paid. Conveniently sync your billing data with your preferred back-end accounting software. Easily create and import subscriptions as products and display custom info. Set up weekly, monthly, or annual billing. 10+ languages are supported.

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Set Up Invoicing With Just a Few Clicks

Automated invoicing

No more manual data entry. Create automated quotes and invoices featuring your customer and product data (deals, contacts, custom fields, and product details, etc.) in mere seconds. Quotes and invoices are generated from your existing sales workflow data just after deals reach the "trigger" stage.

Accept most payments

All major payment methods are accepted, including credit and debit, ACH, and SEPA. Up-to-date unit pricing, discounts, quantities, taxes, VATs, and fees are continually synced to ensure accurate billing and payments.

Stay updated

PDF versions of each quote and invoice are automatically created and attached to your deals to help you stay organized. Updates and alerts from Paycove are incorporated. And, as your customers' payments roll in, your deals are updated instantly across the board.

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