Built for small businesses that need CRM, invoices, and follow-ups together
PayTrack CRM
Manage customers, leads, tasks, invoices, payments, WhatsApp reminders, and team roles from one focused business dashboard.
Full CRM platform
Everything your customer workflow needs
Run client work, follow-ups, invoices, payments, and team accountability from a CRM built for service businesses.
Customer Management
Keep customer contacts, WhatsApp numbers, notes, assignments, invoices, payments, and follow-ups connected in one workspace.
Leads Pipeline
Track prospects from first contact to conversion with pipeline stages, lead ownership, and quick customer conversion.
Tasks and Follow-Ups
Assign work to team members, set priorities, complete tasks, and keep follow-up work visible.
Invoices and Payments
Create branded invoices, track balances, manage payment status, approve proofs, and download PDFs when your plan includes it.
WhatsApp Reminders
Generate payment reminders with invoice details already filled in, then send them through WhatsApp click-to-chat.
Team Roles
Invite team members and control what owners, admins, managers, sales, accountants, support, and viewers can access.
Workflow
From new lead to paid invoice without losing context
PayTrack keeps the customer record connected to the sales, task, invoice, payment, and reminder activity around it.
- 1Capture the lead or add the customer.
- 2Assign ownership and schedule the next task.
- 3Create the invoice and share the public invoice link.
- 4Track payments, balances, and overdue invoices.
- 5Send reminders and review customer history when enabled.
Collections
Reminders stay connected to the invoice
Every reminder connects back to a customer, invoice, status, balance, and payment workflow, so collections stay organized.
Business controls
Built for owners who need visibility and limits
Owners can invite team members, control permissions, manage plan-based feature access, and keep business activity visible.
Plan-based access
Features such as reminders, PDFs, leads, tasks, audit logs, and customer timeline can be controlled from plans.
Audit visibility
Business plans can retain audit history so owners can see important customer, invoice, payment, team, and task activity.
Billing by seat
Paid plans charge per active user per month, with the owner included in the seat count.
Reporting view
A focused dashboard for business management
See customers, invoices, payments, reminders, and business performance from one operational dashboard.
Pricing
Simple, transparent pricing. Login to choose your plan.
FAQ
Frequently Asked Questions
Is PayTrack only for WhatsApp reminders?
No. WhatsApp reminders are one workflow, but PayTrack is now a CRM for customers, leads, tasks, invoices, payments, team roles, and business reporting.
Who is PayTrack best for?
It is built for service businesses, agencies, consultants, and small teams that need to manage clients, follow-ups, invoices, and payments without a heavy enterprise CRM.
How does team pricing work?
The Free plan includes the owner plus two invited team members. Paid plans are priced per active user per month, including the owner.
Can I control what each team member sees?
Yes. Team members can have roles such as admin, manager, sales, accountant, support, or viewer, and the dashboard hides actions based on permissions.
Can features be turned on or off by plan?
Yes. Plan settings can control access to features like WhatsApp reminders, leads, tasks, customer timeline, audit logs, PDF downloads, and payment proof uploads.
Need help choosing the right setup?
Email us with your business details and we will help you see how PayTrack can fit your customer, invoice, and team workflows.