Regulated onboarding, subscription revenue and partner channels need more than a generic pipeline. PeppyBooks pairs CRM with real billing, audit trails and an API your product team will actually use.
Stage gates, documents and audit logging.
Subscriptions and usage billing from day one.
APIs and webhooks keep CRM in sync with reality.
Track applicants through KYC-style stages with documents attached, actions logged and role-based access controlling who sees what.
Stage-gated onboarding pipelines
Document collection per applicant
Full audit trail on every change
Role-based access for compliance teams
Subscription plans, usage tiers, renewals and dunning tie directly to invoices — so MRR, churn and cohort numbers match to your books.
Subscription and usage-based billing
Dunning on failed payments
MRR and churn reporting
Deferred revenue handling
REST APIs and webhooks connect PeppyBooks to your product events — signups, activations, usage — so the CRM reflects reality automatically.
REST API and webhooks
Product-event driven segments
Payment gateway integrations
Data export whenever you need it
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
FinTech customer journeys involve regulated onboarding (staged verification with documents and audit logs), recurring and usage-based revenue, and product events that should drive the CRM automatically. Generic pipelines model none of this well. A CRM with real billing, role-based access, audit trails and APIs matches how FinTechs actually operate and satisfies what their compliance teams ask for.
Yes — usage tiers and subscription plans bill automatically with proration and dunning built in.
Yes — REST APIs and webhooks let your product feed the CRM and billing directly.
Yes — audit trails log every change, and role-based access separates duties.
Yes — REST APIs and webhooks let your product create customers, subscriptions and events programmatically.