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What is paysley?

Paysley enables customers to send secure payments to you through text messages, picture messages, and email, making it incredibly versatile. Additionally, customers can reach any personalized payment page via their mobile devices by simply scanning a QR code that can be placed anywhere. Completing a payment is straightforward; customers do not have to download an app or register for an account. This platform is recognized as the most user-friendly and convenient payment solution available. There is no requirement for special devices or card readers, and cardholders can easily make payments using their smartphones. The process is seamless, with no need for app downloads, account creation, passwords, or logins, and there is no redirection to third-party websites. Paysley employs a direct tokenized payment method, eliminating the need for you to request your customers' card details ever again. It is designed with security in mind, ensuring that your business remains PCI compliant. Furthermore, your Paysley Portal not only allows you to upload and manage customer data but also goes beyond basic contact information to enrich your customer database with additional insights. This way, you can better understand your clientele and enhance your services.

What is EquinoxCRM?

This dynamic cloud-based solution is tailored for Registered Investment Advisors and Broker Dealers. It allows for the seamless integration and management of client data and accounts, ensuring compatibility with your current productivity applications. The platform complies with SEC rule 17a-4, which requires both immediate and non-immediate access (WORM) for the storage of client and account records. It also supports the documentation of business practices and communications with clients. Users have the ability to create and apply personalized workflow templates that significantly improve efficiency. By categorizing potential clients, firms can enhance their sales tactics and maintain a more organized structural hierarchy. Moreover, it provides detailed oversight of task access and responsibilities, promoting accountability within the organization. As a result, this innovative solution not only optimizes operations for financial professionals but also keeps them organized and compliant with regulatory standards. In a landscape where efficiency and compliance are paramount, this platform stands out as an essential tool for success.

Media

Media

Integrations Supported

Authorize.Net
Cybersource
Magento
OpenCart
Oracle APEX
QuickBooks Online
Rock RMS
Sage Accounting
Shopify
WooCommerce
WordPress
Xero

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$15 per month
Our primary plan is perfect for a small business or an entrepreneur on the go at $15/month. For small-midsize businesses who need more functionality, our Plus plan brings the monthly cost up to $49. Large businesses prefer to utilize the best technology and so often choose our Pro plan for $99/month. And lastly, for any business that needs a tailored toolset, our Premium plan comes with custom pricing that works for your business.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

paysley

Company Location

United States

Company Website

paysley.com

Company Facts

Organization Name

Reliadvisor

Date Founded

2016

Company Location

United States

Company Website

www.equinoxcrm.com

Categories and Features

Auction

Absentee Bidding
Bid Management
Billing & Invoicing
Buy Now Option
Live Auction
Membership Management
Nonprofit / Fundraising
Online Auction
Online Bidding
Silent Auction

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Campaign Management

Channel Management
Contact Database
Multi-Campaign

Financial CRM

Account Alerts
Lead Management
Relationship Tracking

Financial Services

Analytics
Customer Engagement

Mobile Payment

Contactless / NFC
Credit Card Support
Debit Card Support
In-Store Payments
eCommerce Payments

Payment Processing

Mobile Payments
Online Payments
Recurring Billing

Recurring Billing

Deferred Billing
Discount Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Utility Billing

Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Move In / Move Out
Natural Gas
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Trash
Water
Work Order Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management

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