PSM staff: Pending payments Sign out

Create account

PSM CRM user id * Password *

Customer already set up? Go to sign in

This database is already set up

SubscriptionLoading…

Each customer has their own database. To create another customer, deploy a new database and open its Create account page.

Go to sign in

Choose the plan

List prices are shown. The agreed price and setup fee can be changed on the next step.

Users

Customer and deal

The owner login is created from the email below. A temporary password is emailed and shown once.

Customer

Company name *

Owner / director name

Mobile number *

Email *

This becomes the owner's login. The welcome email and the payment link go here.

GST number

Address

Deal

Price per user per year *

Setup fee (one time) *

Subscription starts on

Contract / quotation reference

Signed for the customer by

Who accepted the terms of service for this company. Defaults to the owner.

Deal notes

Prices exclude GST. The final amount is computed by the server from the plan, users, price and setup fee above.

Payment

The subscription goes live the moment the money is confirmed.

Received offlineBank transfer, cheque, UPI or cash already received Send a payment linkRazorpay link emailed to the customer; live when paid

How was it paid *

Reference *

Full amount receivedThe whole quoted total has been paid Advance now, balance by installmentsSubscription starts today; the balance follows the plan you set below

Amount received

Must equal the total. For a part payment choose "Advance now, balance by installments".

Received on

Customer is live

The temporary password is shown once. It has also been emailed to the owner, who should change it after the first sign-in.

Go to sign in

Pending payments

Customers created but not yet paid. Record the money you received, or re-send the link.

Installments due

Balance installments across all customers, soonest first. Record the money when it arrives, or move a due date.