If you're using ChargeOver to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding lead should also be created in Kartra.
This will ensure that all future correspondence with the customer is tracked and attributed to that lead, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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ChargeOver
ChargeOver is a billing platform that provides an easy-to-use interface to create, manage, and optimize all your billing workflows. Just get rid of tedious recurring billing tasks and focus on delighting your customers and growing your business.
Kartra is a powerful, cloud-based software solution that provides one-click shopping cart creation, site design, email automation, marketing tools and much more to turn your idea into a full-fledged ecommerce store.