All The Billing & Automation
Tools You Need In One Place
Save Time & Money with Automations
Billing customers and collecting money shouldn’t be a time-consuming chore! Save hundreds of hours every year with a variety of automation tools invoicing emails, reconciling transactions, and customer billing history statements.
Automated Variable Billing
Bill the correct amount based on agreements in your CRM or accounting software every time, without manually adjusting individual invoices.
Automated Dunning Notices
Configure and automate dunning notifications to send if a customer is behind on payments. These can be specified to send after any timeframe or to exclude specific customers.
Send emails with a detailed account summary of what they were charged and the services they received.
CRM, Accounting & Quoting Integrations
Save time on bookkeeping by connecting your software platforms! Eliminate double-data entry and reduce human-errors between accounting and CRM software. Keep transaction records and track payments made in quoting tools or GreatAmerica to reconcile them against invoices in ConnectBooster.
Match and update invoices in your accounting software and payment portal.
Integrated Agreement Billing
Intelligently AutoPay invoices driven from monthly service agreements.
All Your Integrations Synced
Manage all customer payments through the ConnectBooster Portal.
World-Class Custom Branded Customer Portal
Increase professional appearance by offering customers a more sophisticated way to pay their bill. Give customers absolute transparency into previous and upcoming payments and manage their billing preferences. No matter when your business is open, customers can log in to pay their bill.
Enhanced Brand Image
Accept customer payments like a Fortune 500 company without developing the software in-house.
Give your customers the power to login 24/7 into a branded portal to make payments.
Marketing Ad Cards
Highlight new products and services to your customers within the payment portal.
100% PCI Compliant Payment Vault
Protecting your customers’ payment information is paramount in providing quality service. Minimize your risk for a data breach while still capturing customer payment information in a secure encrypted PCI Compliant Payment Vault.
Using our secure Payment Portal encrypts a customer’s credit card information through the whole payment cycle.
PCI-certified encrypted data vault to hold and protect customers payment information for recurring payments.
Patented 3-Step Redirect
Our unique payment data transfer ensures that no sensitive information is ever stored on your server.
U.S. Based Customer Service & Support
Our highly skilled customer support team is based exclusively in the U.S., providing quick response times. We feature a one-of-a-kind online onboarding process that is convenient and easy-to-use. In addition, we offer product resources and a free online ConnectBooster Academy for users.
U.S. Based Call Center
Our team is 100% local to Fargo, ND, offering world-class support and advocating for customer software requests.
Online Training Academy
Free online community to help new partners implement the software and learn strategies from other ConnectBooster partners.
Dedicated Online Onboarding
Step up your portal at your own pace with our vast online knowledge center through easy search features.