Payment Plan Automation
Automated payment plan reminders, tracking, celebration, and missed payment alerts
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Payment Plan Automation automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Payment plans increase retention 40%. Automated management reduces defaults 60%..
How It Works
1
Plan Created
Tags + custom fields set
2
Email: Confirm
Subject: "Payment Plan Confirmed" — Schedule, amounts, auto-pay link
3
3 Days Before Installment
Pre-payment
4
SMS: Upcoming
"Payment of ${{amount}} due {{date}}. Pay: {{link}}"
5
Paid?
Check payment
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.