Every location, run from the CRM you already have.
Paycove sits between your CRM, Stripe and your books. The plan starts on the deal, each location's money lands in its own Stripe account, and its invoices and payments post to its own books.
Quotes · invoices · plans · retries · fee recovery
••4821
Denver LLC••0937Phoenix LLC••2210
Portland LLC
The plan lives on the deal.
Reps build the quote, the invoice and the plan from the deal they just closed. The remaining balance is written back to the deal and every payment lands on its timeline, so nobody goes looking. It works on the free HubSpot CRM too.
Paycove for HubSpot: the full page →
Paycove reads
- Contacts and company
- Line items and products
- Pipeline, location and product, to pick the location's template
- The deal's amount and terms
Paycove writes back
- Remaining balance and plan status
- Paid, partial, accepted, declined and viewed events on the timeline
- Answers from the acceptance form
- Custom fields on contacts and companies; it never creates records
The same flow from the Pipedrive deal: the quote, the invoice and the plan built from it, with the remaining balance written back. Any Pipedrive plan works; where products aren't on your plan, Paycove's own products fill in.
Salesforce, Zendesk Sell, Pipeline CRM, Capsule and monday.com: these connections exist and run for a few accounts today. We bring one up to date when a customer needs it, so ask on the call.
Each location's money, and its books, stay separate.
One CRM, one Paycove account or one per entity. Underneath, every location has its own Stripe account and its own accounting file.
One Stripe account per location
Each location's template points at its own Stripe account, so its payouts land in its own bank account. Card fees are recovered at checkout, where your state allows it.
One QuickBooks Online or Xero file per location
Invoices, payments and recovered fees post to that location's file, matched to the products and tax codes you already use.
What happens where.
Each event, and where your team sees it.
| When this happens | In your CRM | In that location's Stripe account | In that location's books |
|---|---|---|---|
| Quote accepted, deposit paid | Accepted and paid on the deal's timeline; balance updated | Deposit paid in; card fee recovered where your state allows it | Invoice and payment posted |
| Installment charged | Paid on the timeline; remaining balance updated | Charged on schedule and paid in | Payment posted |
| Card declined | You hear about it only if it stays open | Retried on the day you set; the customer is offered ACH | Posted once it's paid |
Also works with.
Sales tax calculated automatically, or your own default and custom rates; VAT with number verification, and GST.Tax
Paycove checkout, installments and invoices on your own WordPress site, with orders synced back.Plugin
Send Paycove events to the rest of your tools.AutomationSomething you use isn't here? Say so on the call. We build around how you bill: a state rule, a program schedule, a connection to the system you already run.
Built for businesses collecting $100K a month or more.
More than one location, customers who pay in installments, and each location needing its own invoices, payouts and books.
Book 15 minutes