01
START WITH INTENT
Send a quote.
Build a clear offer, price the work, and move from approval to payment without re-entering customer or service data.
- Reusable line items
- Fast customer approval
- Merchant processing quote
One connected financial operating layer
Payment infra from
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Create the charge. Capture the payment. Automate every follow-up—and recover what remains from one connected platform.
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##INLINE19## The Kaizen payment lifecycle
One transaction.
Every stage connected.
Scroll to follow money from the first quote to final recovery.
02
CREATE THE CHARGE
Generate the invoice.
Turn an approved quote into a one-time invoice or start a recurring subscription inside the Kaizen web app.
- One-time invoices
- Recurring subscriptions
- Hosted web checkout
03
ACCEPT IT ANYWHERE
Capture payment.
Take the same invoice online or at a retail location. In-person activity syncs directly to the Kaizen cloud.
- Online, API, and payment links
- In-person POS
- Unified transaction history
04
STAY AHEAD OF AGING
Automate reminders.
Trigger the right message before and after a due date, with payment status deciding what happens next.
- Email and SMS workflows
- Payment plan prompts
- Real-time status triggers
05
MAKE EVERY CONVERSATION COUNT
Reach them with Kaizen Dialer.
Give teams a full web calling system—or automate multilingual outreach with intelligent voice workflows.
- Web dialer and IVR
- AI-assisted calling
- Voice technology powered with ElevenLabs
06
ESCALATE WITHOUT THE CHAOS
Move invoices to collections.
Upload overdue invoices for Kaizen or a matched agency to service, while keeping placements and recoveries visible.
- Secure invoice upload
- Agency placement
- Central recovery tracking
07
RECOVER AT SCALE
Operate in RecoverySuite.
First- and third-party collection teams coordinate accounts, workflows, calls, compliance, payments, and reporting from one system.
- Recovery CRM and workflows
- Dialer, IVR, and scrubbing
- Credit reporting automation
Built as one system
Nothing gets lost
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01
One customer record
Quotes, invoices, calls, payments, and recovery actions stay connected.
02
One source of truth
Every team sees the same payment status and the next best action.
03
One path to revenue
Kaizen keeps the full lifecycle moving without a patchwork of systems.
Your revenue lifecycle, connected
Ready to make every invoice
move like infrastructure?
Start with payment processing. Add automation and recovery as you grow.