Budget and Payment CRM

Datalyse CRM has an integrated budgeting and payment module.

Manage your budgets and expenses

Datalyse, analyzing the market, has seen the need to incorporate in its CRM all the necessary tools for the creation and elaboration of budgets and payments.

Datalyse and its integrated budgeting module helps you identify your income and expenses over a given period of time. Most commonly, these are done on a biweekly or monthly basis, depending on how often you receive your income.

Thanks to Datalyse's quote module, you will have all quotes not only digitized and sorted, but each one of them identified by customer within the same CRM.

All payment notifications from your customers, you will receive them immediately and under your control thanks to the payment manager. Your customers will thank you for being able to accept their quotations online.

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Generate and issue budgets

Datalyse offers the necessary tools with an easy, intuitive and simple control and configuration panel.

Templates within the budget module.

Integration of the budgets through the source code.

Services and prices for budgets.

Stripe as an integrated payment platform.