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ChargeOn Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Insights for Financial Services CRM Software

  • The Average Cost of a basic Financial Services CRM Software plan is $49 per month.

  • 23% of Financial Services CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 10% offer a Freemium Model Allows users to access basic features at no cost..

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ChargeOn FAQs

How much does ChargeOn cost?

The pricing for ChargeOn starts at $3500.0 per user per year. ChargeOn has a single plan:

  • One-plan pricing at $3500.00 per user per year.

Does ChargeOn offer a free plan?

No, ChargeOn does not offer a free plan.

Learn more about ChargeOn pricing.

Compare ChargeOn Pricing Against Competitors

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ChargeOn ChargeOn 3500 per year per user ChargeOn Pricing
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ChargeOn Features

Financial Services CRM Features

Reporting & Analytics

Integration with Financial Systems

Sales Pipeline & Opportunity Management

Contact & Account Management

Client Relationship Management

Compliance & Regulatory Tracking

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Document Management

Ability to store and manage various information and documents in electronic format.

Payment Processing Features

ACH Payment Processing

Offers support for ACH, virtual cards, checks, and wire transfers.

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Recurring Billing

Enables merchants to charge from customers on a recurring (periodic) basis

PCI Compliance

Ensures highly secured fund transactions for customer purchases

Refund Management

Initiates and manages refund for cancelled purchase

Multi-Currency

Enables payment and collection in multiple currencies.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

APIs and SDKs

Developer tools for app integration

PoS Transactions

Enables merchants to accept payment on Point of Sale

White Labeling

To rebrand using customized name, logo and digital impressions

Fraud Prevention

Protects your referral program against abuse/fraudulent transactions

Split Billing

Helps in dividing the service bill into two or multiple parts

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Billing and Invoicing Features

Offline Payments

Helps to record cash and credit payments on retail operations

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Multi-Currency

Enables payment and collection in multiple currencies.

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Contact Database

Helps to maintain contacts and segregate them according to their needs

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

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