Customer payment history: View when and how clients paid your business. Unpaid customer invoices: Quickly find out who owes you money. [Read more: 5 Financial Planning Tools for Small Businesses] ...

Customer 360: Gain complete visibility over customer data captures, customer insights, full history tracking, customer engagement scoring, and seamless communication. Sample Creatio customer profile.

Here’s what you need to know. State laws regulating how payment apps protect stored funds vary, creating a confusing patchwork that’s compounded by customer service challenges.