Accept more. Keep more. Grow more.

Accept more.
Keep more.
Grow more.

Take payments, offer financing, and manage your customers in one place.

No extra software.
No hidden fees.

Get Started

Talk to an Expert

Stop Paying For:

Stripe
Jobber
Quickbooks
Affirm
Housecall Pro
Square
ServiceTitan
Klarna

Your current setup is costing you more than you think

You’re not paying once. You’re paying for every piece of your business separately.

Payment Processor

Stripe, Square, Paypal...

CRM

Jobber, Hubspot, Housecall Pro ...

Customer Financing

Affirm, Klarna, PayPal Credit ...

Invoice & Billing

QuickBooks, FreshBooks, Zoho...

Marketing & Follow-up

Mailchimp, ActiveCampaign ...

Booking & Scheduling

Calendly, Acuity, Setmore ...

6 tools.

6 logins.

6 monthly costs.

6 tools.

6 logins.

6 monthly costs.

6 tools.

6 logins.

6 monthly costs.

ClientLoop replaces all of it.

Payments, CRM, invoicing, financing, scheduling, and follow-ups — all in one platform.

ClientLoop replaces all of it.

Payments, CRM, invoicing, financing, scheduling, and follow-ups — all in one platform.

Give your customers every way to pay.

Keep more when they do.

Cards, bank payments, or monthly payments. However they want to pay, you’re ready.

Give your customers every way to pay.

Keep more when they do.

Cards, bank payments, or monthly payments. However they want to pay, you’re ready.

CARD PAYMENTS

Accept Cards Anywhere

Tap to pay, terminals, invoices, or online. Whether you’re in the field or at a counter, you can take cards instantly.

In Person

Terminals, card readers, and Tap to Pay on your phone. Accept cards, contactless, and digital wallets wherever the job is.

Online

Add payments to your website. Customers check out with cards, bank transfer, or financing — without leaving your site.

Payment Links

Text or email a link. Customer taps, pays, done. No website needed.

Invoicing

Send an invoice. Customer pays online with one click. Your CRM and books update automatically.

ACH PAYMENTS

With ClientLoop, customers can pay directly from their bank account. You only pay 0.75% per transaction.

Stripe is 0.8%

Square is 1%

Stop paying 3% on every job.

Most businesses default to card payments and lose margin every time they get paid.

With ClientLoop, customers can pay by bank instead. You only pay 0.75% per transaction.

Stripe is 0.8%

Square is 1%

ClientLoop is 0.75%

Stripe is 0.8%

Square is 1%

ClientLoop is 0.75%

$5,000 job.

Card fees: ~$150
ClientLoop ACH $37.50.

$5,000 job.

Card fees: ~$150
ClientLoop ACH $37.50.

That’s over $100 saved on one payment.

$5,000 in transactions in card fees would be $150, with ClientLoop ACH it is only $37.50.

That’s over $100 saved on one payment.

Calculate Your Savings

CARD PAYMENTS

Close bigger deals. Get paid upfront.

Your customer wants to say yes,
but the price gets in the way.

Your customer wants to say yes, but the price gets in the way.

Let them pay over time, up to $100,000. We handle the repayment, and pay you upfront.

Your customer wants to say yes, but the price gets in the way.

ClientLoop caps at $100,000

Affirm caps at $30,000

Klarna caps at $20,000

Paypal caps at $10,000

ClientLoop caps at $100,000

Affirm caps at $30,000

Klarna caps at $20,000

Paypal caps at $10,000

CONSUMER FINANCING

Close bigger jobs. Get paid upfront.

See How Financing Works

Most businesses lose jobs to competitors who offer financing. Now you don’t.

Most businesses lose jobs to competitors who offer financing. Now you don’t.

See How Financing Works

CLIENT MANAGEMENT

Stop paying for a CRM. Ours is built in.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

Ryker Homes

Customer Outreach: 2 days ago

Lane Booker

Upcoming Appointment: 3 Days

Trevor Foster

Email Sent: 1 day ago

Lexi Eaton

Payment received: $302.24

Spending Per Customer

Average monthly spending

$

0.00

Customer Value Insights

Analyze average spending patterns and customer value across your channels for a full picture.

Conversion Snapshot

+78.9%

Success rate

Team Conversion Rate

Conversion Optimization

View your daily, weekly, and monthly success rate across all of your channels and teams.

Invoice Tracking

Outstanding

Paid

Invoice & Billing

Create, send and track invoices for each customer. Avoid unpaid balances with autmotions.

Total sales

Last Quarter

$0.000

10.2%

vs last month

Sales Conversion Rate

Feb

Mar

Apr

May

Jun

Jul

A full CRM built into your payments.

With Stripe or Square, you still need to pay for a CRM.

Follow-ups, scheduling, reviews, invoicing — handled automatically.

UNIFIED E-APP

Simplify payments with your clients.

Ditch the chaos of multiple forms. One form for payments, financing, and verification, all in one single flow.

ACH enrollment and bank verification

Identity and business verification

Close bigger deals

Offer customers financing up to $100,000 to increase approvals and average ticket size.

Close bigger deals

Offer customers financing up to $100,000 to increase approvals and average ticket size.

Improve cash flow

Payments, banking, and capital access work together in one system.

Everything connected

Payments, banking, and client management share one system.

Engage Customers

Automated follow-ups, reminders, and reviews help bring customers back.

Real-Time Tracking

Offer customers financing up to $100,000 to increase approvals and average ticket size.

Everything connected

Payments, banking, and client management share one system.

Improve cash flow

Payments, banking, and capital access work together in one system.

Engage Customers

Automated follow-ups, reminders, and reviews help bring customers back.

Keep more of every payment.

Processors like Stripe, Square, PayPal, Klarna, and Affirm layer on fees that eat into your revenue.

ClientLoop removes them.

Payment Processor

Consumer Financing

Business Banking

CRM Software

Invoicing & Billing

Payment Processor

Monthly service fee (MPA)

Monthly minimum

Account setup fee

Annual membership

Account service fee

Retrieval fee

Debit access fee

EDC / AVS fee

Help desk fee

Batch fee

EDC / AVS fee

PCI compliance

Regulatory fee

Breach insurance

Reporting access

Statement fee

Termination fee

Consumer Financing

Merchant fee (MPA)

Setup fee

Late fees for customers

Default/chargeback risk

Integration fee

Annual fee

CRM Software

Monthly subscription

Per-user fees

Onboarding fee

Automation add-on

SMS & email add-on

Reporting add-on

API access fee

CRM Software

Merchant fee (MPA)

Setup fee

Late fees for customers

Default/chargeback risk

Integration fee

Annual fee

Invoicing and Billing

Monthly subscription

Recurring billing add-on

Payment link fees

Late payment reminders

Account service fee

Invoicing and Billing

Merchant fee (MPA)

Setup fee

Late fees for customers

Default/chargeback risk

Integration fee

Annual fee

Stop overpaying. Start here.

Give your customers every way to pay.

Keep more when they do.

Cards, bank payments, or monthly payments. However they want to pay, you’re ready.

Give your customers every way to pay.

Keep more when they do.

Cards, bank payments, or monthly payments. However they want to pay, you’re ready.

Accept Cards Anywhere

Accept Cards Anywhere

Tap to pay, terminals, invoices, or online. Whether you’re in the field or at a counter, you can take cards instantly.

Tap to pay, terminals, invoices, or online. Whether you’re in the field or at a counter, you can take cards instantly.

Stop paying 3% on every job.

Stop paying 3% on every job.

Most businesses default to card payments and lose margin every time they get paid.

Most businesses default to card payments and lose margin every time they get paid.

Most businesses default to card payments and lose margin every time they get paid.

That’s over $100 saved on one payment.

That’s over $100 saved on one payment.

That’s over $100 saved on one payment.

Close bigger deals. Get paid upfront.

Close bigger deals. Get paid upfront.

Your customer wants to say yes,but the price gets in the way.

Your customer wants to say yes, but the price gets in the way.

Your customer wants to say yes, but the price gets in the way.

Close bigger jobs. Get paid upfront.

Most businesses lose jobs to competitors who offer financing. Now you don’t.

Most businesses lose jobs to competitors who offer financing. Now you don’t.

Most businesses lose jobs to competitors who offer financing. Now you don’t.

Stop paying for a CRM. Ours is built in.

Stop paying for a CRM. Ours is built in.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

ClientLoop gives you a full CRM built into your payments.

No extra software. No extra cost.

$

A full CRM built into your payments.

A full CRM built into your payments.

A full CRM built into your payments.

UNIFIED E-APP

UNIFIED E-APP

Simplify payments with your clients.

Close bigger deals

Close bigger deals

Improve cash flow

Everything connected

Engage Customers

Real-Time Tracking

Everything connected

Improve cash flow

Engage Customers

Keep more of every payment.

Payment Processor

Consumer Financing

CRM Software

CRM Software

Invoicing and Billing

Invoicing and Billing

Stop overpaying. Start here.

Payments, financing, and CRM in one platform.

No monthly fees. No contracts.

Your customer wants to say yes,
but the price gets in the way.