Payflo
Categories
Description of Payflo
Payflo is an AI-driven tool designed to assist artisans and small businesses in the construction industry with managing and converting quotes into signed agreements and immediate payments. The platform automates the follow-up process by sending reminders via email and SMS, enhancing the chances of closing deals that might otherwise be lost due to lack of follow-up. Users simply need to upload their existing quotes in PDF format, and the tool takes care of the rest, providing a seamless transition from quoting to payment.
"Chaque devis envoyé sans Payflo, c'est de l'argent qui dort dans une boîte mail." This encapsulates the mission of Payflo, which is to recover lost revenue by ensuring that every sent quote receives timely follow-ups and engagements with potential clients.
Features
- Automated Reminders: Up to 11 intelligent follow-ups via email and SMS, tailored based on client interactions.
- Electronic Signature: Clients can sign agreements easily in one click, with no need for any additional application.
- Instant Payments: Enables clients to pay deposits directly, with funds transferred immediately after signature.
- Real-Time Tracking: Users can monitor the status of their quotes, including when they are opened and read.
- User-friendly Interface: No need for new software; existing quotation tools can be integrated simply by dragging and dropping PDFs.
Other related tools
Trusted workplace search and company knowledge base discovery tool that helps teams find information across company apps, slack, emails, wikis and generate personalized results in chat format.