A CRM That Talks to Stripe

Yes. Stripe OAuth connects in two minutes. We then log every payment, subscription event, refund and dispute to the matching CRM contact in real time via webhook. No Zapier required.

Yes. The contact record shows a running lifetime total summed from all Stripe payments that contact has made. Segment the pipeline by LTV to see which sources and owners actually produce revenue, not just closed deals.

Yes. Subscription status (active, trialing, past due, canceled) shows as a badge on the contact. MRR and ARR roll up to reports and can be sliced by segment: source, industry, plan, tag, any field.

Yes. Workflow automation includes a "Deal Won" trigger that can fire a Stripe invoice or payment link to the contact automatically. Pre-fill amount, line items and due date from the deal record.

Failed payments trigger a dunning sequence (automated email nudges on a schedule you pick) plus a CRM task for the deal owner. The contact gets a "Past Due" badge and shows up on the churn watchlist until the card is replaced.

Yes. Stripe Connect accounts are supported for marketplace and platform setups. Each connected account's payments log to the matching CRM contact. Useful for freelancer platforms, multi-vendor marketplaces and franchise models.

When a card fails in Stripe, your CRM instantly alerts the account manager and triggers an automated dunning sequence -- email on day 1, SMS on day 3, phone task on day 7. Businesses using CRM-triggered dunning recover 15-30% of failed payments that would otherwise churn silently. Stripe retries the card but your CRM handles the human communication.

Yes. The integration pulls subscription amounts into your CRM and calculates monthly recurring revenue per contact and across your portfolio. Lifetime value accumulates automatically as payments come in. Your CRM dashboard shows MRR trends, churn rate and average revenue per customer without building spreadsheet reports from Stripe exports.