Do you support online checkouts and upsells?

Created by Edward Langer, Modified on Tue, 9 Sep at 8:24 AM by Edward Langer

Yes—within website and funnel steps, you can add e-commerce functionality for service or product purchases using order forms and payment integrations. You can set up two-step order forms, order bumps, or upsells directly within the page builder.


As of Version 2 of the page builder, this includes features like PayPal processing, Stripe product/checkout integration, upsell flows, and viewing sales within your CRM dashboard.


This is especially useful for shops offering prepaid service packages, parts sales, or maintenance bundles. You can let customers pay online and automatically trigger follow-ups or confirmations, all tied into their contact record.


Upsells during checkout can increase average transaction value—offering warranty coverage, additional inspections, or cleaner services to customers at point of sale.

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