See it in action
How this capability is packaged by plan
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | + payment gateway integrations |
| RevOps Partner |
What teams usually care about here
Closes the loop between invoicing and actual cash collection
Growth tier adds payment gateway integrations for automated reconciliation
Reduces manual follow-up between finance and sales on outstanding payments
How this fits the buying decision
Buyers usually do not evaluate payments received in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
Related Pricing Capabilities
Products catalog
A structured product and service catalog inside the CRM so reps can find, price, and attach items to quotes and deals without switching tools.
Quote Requests
A structured intake workflow for capturing what prospects need before building a formal quote or proposal.
Quotes / Proposals
Professional quote and proposal generation that lets reps go from discovery to a send-ready document inside the CRM.
Invoices
CRM-native invoice creation that links billing directly to won deals so sales and operations share a single view of what has been sent.
Expenses
Expense logging inside the CRM so teams can track costs alongside revenue and keep deal-level margins visible.
Revenue tracking
A consolidated view of revenue across won deals, invoices, and payment status so leaders can see pipeline health and cash reality in one place.