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Product Update: Payments inside Contact Records

January 17, 20241 min read

Sean here with Attractzen, coming at you with a new product update inside of Attractzen, inside of the contact record, so when you're viewing a contact, we've always had activity and tasks, notes, you may have and noticed not only appointments now but documents and now the next big one is payments.

Video Overview:

Payments now allowing you to see all the transactions recurring subscriptions or specific invoices that are associated with this contact. And also you can click the charge now button and charge directly.

For example if you were speaking with them over the phone and they authorize it you can charge them for a product right over the phone using their payment method on file so all of those transactions and payments are now under the payments area of inside of a contact record as well as where they normally are which is inside of the payments area where you can view all of the transactions and invoices.

Now it's even easier to see specifically what a customer has or hasn't paid you for and do all types of actions based on that thanks so much

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Sean Goerss

Sean is most recently a Co-Founder of Attractzen - a recruiting and retention software for real estate brokers, recruiters, and attractors. Sean was co-founder in 2020 of Thrive Network, one of the top organizations at eXp Realty. Sean was formerly CEO and Founder of 14 Moves, the #13 team in the World with Keller Williams Realty, and #31 Team in the World across all brokerages as ranked by RealTrends. Sean grew up in real estate, helping to build the family real estate team to top in their market of Minneapolis / St. Paul, Minnesota, and eventually the top team in Minnesota and the Midwest.

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