How it works

One operating loop — from first call to paid.

Real product screens from a working workspace — not empty shells. Pipeline motion, Piper in the CRM, and guided Stripe Connect so collecting payments isn’t an afterthought.

Start 30-day trialSee pricing

01

Know the customer

Companies with nested contacts, notes, and files. Status moves from lead to customer as the relationship matures — not a separate “marketing contact” silo.

Transit CRM companies list with service businesses

02

Move the job on a live pipeline

Deals on a board you can trust mid-call. Drag stages, see value per column, keep ownership clear. Watch a deal move below — the same motion as in the product.

Transit CRM deals kanban board populated with jobs

Pipeline — live motion

Deal cards moving stage to stage

Qualification

2 deals

  • Water heater install — Elm St

    BlueLine Plumbing

    $3,200

  • Q3 campaign sprint

    Harbor Agency

    $12,500

Discovery

2 deals

  • Brand + site retainer

    Harbor Agency

    $6,500

  • Color membership renewals

    Oak & Iron Salon

    $960

Proposal

2 deals

  • Fleet detail — 12 vans

    Northside Detail

    $5,400

  • Bridal party package — June

    Oak & Iron Salon

    $2,800

Negotiation

2 deals

  • Ceramic package — dealership

    Northside Detail

    $21,000

  • Rooftop unit replace — warehouse

    Ridgeway HVAC

    $18,500

Captured from the live product — drag a deal between stages on the board.

03

Quote it — then get paid with Stripe

Products, quotes with line items, convert to invoice, share a pay link. Connect Stripe from Settings → Payments with guided Express setup — many teams collect the same day once Stripe KYC finishes. Transit takes 0%; Stripe’s own processing fees still apply. Offline Venmo, Cash App, cash, and check can be recorded too.

Transit CRM Settings Payments — Connect Stripe ready to collect
Transit CRM quotes list

04

Work with Piper in the CRM

Ask in natural language: summarize open deals, create a company, move a stage, finish quote→invoice. Same work a human can do — with write policies and Apply confirmation on high-risk steps.

Piper open on the deals board answering a CRM question

Payments

Guided Stripe setup — collect the day you open the CRM.

In Settings → Payments, Connect Stripe walks you through Express onboarding. When Stripe marks your account ready, invoice pay links work for your customers. Transit takes 0% — Stripe’s own processing fees still apply. Prefer Venmo, Cash App, cash, or check? Record those payments on the invoice without leaving Transit.

  • Connect Stripe from Settings → Payments (guided)
  • Hosted Checkout pay links — card numbers never touch Transit
  • Same-day collection is common once Stripe KYC completes (KYC can take longer)
  • Offline / P2P methods recordable today

Already on Square, PayPal, or another processor for your website? Syncing those into Transit is on our roadmap — see the plan we published for bring-your-own gateways. Today’s path for cards in Transit is Stripe Connect.

Settings Payments showing Connect Stripe ready to collect

Getting started takes minutes.

  1. 01

    Create your account

    Start the trial on this site — no credit card for Transit.

  2. 02

    Open the app & connect Stripe

    Sign in, walk through setup, then Settings → Payments when you’re ready to collect.

  3. 03

    Work the board with Piper

    Drag deals yourself or ask Piper — quotes, invoices, and follow-ups in one loop.

Prefer detail? Read the full product story.

Start today

Try the full product free for 30 days.

30 days. No credit card. Create your account here, then open the app and start the guided walkthrough.

Start trialSee pricing