If you use Keep to run your business and bill your clients through it, stop for 60 seconds. This one is about your money. Your CRM is supposed to collect your money. So what do you do when it starts collecting it twice?
Here's a story I keep hearing from Keep users. And once you hear it, you can't unhear it. A charge goes through. Then the same charge goes through again. Sometimes it's the business getting billed twice for its own subscription, sometimes. And this is the one that should scare you. It's their customer getting hit twice. And the business doesn't find out from their software. They find out from an angry phone call. Now, let me be clear about something. That is not your fault. You didn't set your billing up wrong. You didn't miss a setting. You bought a system to handle this. Handling this is the entire point of the thing. And it isn't one guy with a grudge either. A comparison built on more than 3,400 user reviews, relays, report after report of repeat charges and multiple recurring payments. Billing mistakes so stubborn, they cost some of those businesses their clients.
Here's the real reason this matters more than the money, and nobody talks about it. When your customer gets double charged, they don't blame the software. They've never heard of the software, they blame you. The one system in your business that touches your money and your customers' money has to be the system you trust most, not the one you have to audit
most. So here's what you do about it. No pitch. Run this 10-minute audit this week. Every keep user watching this should. Number one, pull up six months of statements and search your CRM's charges. Every line duplicates hide in plain sight because each one looks about right. Number two, check your debt accounts, cancel clients, fail cards that later got retried. Subscriptions you thought were closed. That is where repeat charges breed. Number three, the one nobody does. Ask your customers, put one line in your next email. If you ever see a charge from us that looks wrong, reply here and I'll fix it personally. The duplicate you catch in a statement is an annoyance. The duplicate a customer catches is trust already spent.
Here's the principle and it never changes. Trust is the product. The software is just the pipe. If the pipe leaks money, it doesn't matter how pretty the dashboard is. So run the audit, check the statements, check the debt accounts, ask your customers, and then answer me one question honestly when is the last time you check?
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