
all in one crm platform

all in one crm platform
PayTrack CRM is a free customer relationship management system designed for small businesses and service oriented teams. Its primary function is to centralize customer workflow management, combining lead tracking, customer management, invoicing, online payment processing, task scheduling, and communication reminders within a single platform. The system is built to organize companies, client work, follow ups, email plans, invoices, payments, and team accountability from one focused workspace. The platform offers a comprehensive set of features including organization profiles, customer management with contact details and notes, a leads pipeline with stages and ownership assignment, task scheduling, invoice creation with public payment links, and audit reports. It also includes a Customer 360 profile that consolidates customer contacts, WhatsApp numbers, notes, assignments, invoices, payments, and follow ups. For eligible businesses, PayTrack integrates with Whop to enable online invoice payments, requiring identity verification before clients can pay. The system automatically records invoice and payment status, while Whop handles checkout, payment funds, verification, and payout tools. Additional Whop fees may apply for international cards, currency conversion, disputes, and payouts. Typical use cases involve managing the complete customer lifecycle from first contact to conversion and payment. The workflow begins with adding an organization and capturing its leads and customers. Users assign ownership and schedule the next task, then create an invoice and share its public payment link. Eligible clients can pay through Whop, which automatically updates the confirmed invoice. Users can manage their connected Whop balance and withdrawals. On Starter and Business plans, users can send reminders and review the Customer 360 profile. The system is accessible via web browser at the provided URL and is built for teams that need follow ups, invoices, online payments, calendars, and audit visibility together.