Turn payment processing into
a long-term operating relationship.
The more of the customer's workflow your platform supports, the stronger the opportunity to retain the payment relationship. It is not a guarantee—and customers are never prevented from choosing another provider.
More opportunities to be useful, earlier.
- 01Building issue
- 02Contractor search
- 03Scope
- 04Bids
- 05Award
- 06Contract
- 07Project
- 08Invoice
- 09Payment
Enter the workflow before payment decisions are made.
BidFlo connects the upstream job record. A separately agreed fintech connection could link that context to supported payment services, creating more chances to serve and retain the relationship—not exclusive transaction capture.
Where repeated engagement could create value.
Issue & scope
Enter the customer conversation while a need is being defined—not after another workflow has already set the payment route.
Measure actual adoption, recurring usage and customer feedback in a defined pilot. Do not infer retention from an invoice, a demo completion or a processor relationship alone.
A broader offer can differentiate you.
Procurement, contracts, work coordination and invoices can give eligible customers practical reasons to return to your offering. That could improve the opportunity to retain payment volume, subject to product fit and customer choice.
Compare the partnership models