Budget and Payment CRM

Datalyse CRM has an integrated budgeting and payment module.

Manage your budgets and expenditure

Datalyse analysed the market and saw the need to incorporate into its CRM all the necessary tools for the creation and elaboration of budgets and payments.

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

Thanks to Datalyse's quotation module, you will have all your quotations not only digitised and ordered, but each one of them identified by client 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 quotes online.

Generate and issue budgets

Datalyse provides the necessary tools with an easy, intuitive and user-friendly control and configuration panel.

Templates within the budget module.

Integration of budgets through the source code.

Services and prices predetermined for budgets.

Stripe as an integrated payments platform.