Technology & Reporting
CRM, an online payment portal and reporting that put your whole portfolio in one view.
What you get.
Built around your gardens and your reporting.
One system
Subscribers, billing and documents together.
Online payments
ACH, card and autopay.
Automation
Less manual work, fewer errors.
Reporting
Ready for owners and lenders.
How it works.
Four steps to results.
- 01
Map
Your tools and reporting needs.
- 02
Migrate
Data moved into our systems.
- 03
Connect
Payments and workflows set up and tested.
- 04
Report
Regular reports for your stakeholders.
Common questions.
Tap a question for the details. Anything else, email us at
[email protected].
Do we need to buy new software?
Not necessarily. We run the systems ourselves and can connect with the tools and records you already use.
Can subscribers pay online?
Yes. Subscribers can pay by ACH or card online and enroll in autopay.
Can you move us off spreadsheets?
Yes. We migrate subscriber, billing and payment data into our systems during implementation.
What reporting do lenders get?
Clear collections activity, account reporting and receivables aging, built around what your lenders and sponsors need to see.
Let’s talk about your portfolio.
Book a call. We’ll show you where we’d start.