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Capture payments immediately when you create an invoice or sales order.
Send invoices with payment links form Salesforce CRM to your customers via email.
Pass along processing fees and pay 0% in credit card processing costs.
Give your customers a self-serve platform to view and pay open & past invoices.
Easily connect to your eCommerce shopping cart with no development needed!
Sync our mobile payments app to your Salesforce CRM and take payments on the go.
Improve your security with chip card readers for in-person swiped sales.
Use the cloud based Virtual Terminal to run transactions in your web browser.
Easily set up customers on recurring invoice cycles to completely automate payments.
Get paid faster, and reduce double-data entry and keying errors by using Salesforce CRM as your centralized location for payment processing – all with no coding or development needed! No more extra steps of having to transfer data to different interfaces plus all sales, returns, and credits are synced to Salesforce and can even be reconciled automatically in your favorite accounting/ERP platform.
Speed up receivables and eliminate trying to collect late payments by using “click and pay” invoicing. Just email your invoices, and when your customer makes the payment, the invoice is automatically reconciled and marked as paid in Salesforce CRM! You can even create automated workflows that remind customers that payments are past due. Best of all, because the whole process works natively inside Salesforce CRM, there is nothing new to learn.
Tired of paying credit card fees? Now you can automatically pass them through to your customers just like big companies do and pay 0% in processing fees. This allows you to still accept credit cards and maintain your customer base while at the same time reducing your merchant services bill every month to essentially zero. Additionally, all card association compliance is managed for you making your payment processing hassle free!
Simplify your payment collections with a fully branded, secure online portal for your customers to easily pay off open invoices and view invoice history. Easily upload invoices from Salesforce to the portal and customers can log in and pay single or bulk invoices, add payment methods for quick future checkout, and even export payment details. Once payments are made, everything is automatically synced back to Salesforce eliminating manual entry and accounting errors!
Easily connect your payments account to over 30 pre-built eCommerce plugins for carts like WooCommerce, Magento, and Big Commerce. There is absolutely no development or code needed, and all integrations use the latest in payment security such as tokenization, encryption, and address verification to ensure that customer data is protected end to end. Setup is a snap and even if you have no experience with websites, our support team can guide you through the setup process.
With mobile payment integration you can eliminate waiting to get paid. From trade shows to techs in the field, our mobile app will allow your team to accept payment on invoices and orders directly from any mobile device. You can easily scan credit cards or use one our mobile EMV devices and once a payment is approved, the invoice will automatically sync back to your Salesforce CRM accounting as paid.
Looking to accept payments in person? No problem! Now you can run transactions in the office or on the go with our powerful, yet flexible EMV terminals that give you the ability to swipe, chip or tap for contactless payments. Once completed, you can easily sync payments done on the device into your Salesforce CRM accounting software to save reconciliation time.
Run transactions anytime, anywhere, and from any web browser with a cloud-based virtual terminal. It’s the perfect solution for managing customer payments when you don’t have access to Salesforce CRM. Accept credit cards and eChecks for one time transactions, set up recurring billing schedules, email payment links to customers and even add secure checkout pages and payment buttons to your website.
Enjoy the capability to create new, recurring payments for customers with any payment option including credit cards and eCheck – all from within Salesforce! Just schedule the billing to occur at your set frequency—either within a range of dates or indefinitely and let the system do the rest. At the end of the day, all payments are automatically synced with Salesforce for hassle-free tracking and reconciliation!
Save up to 12 hours per week by automating practices with pre-built integration
Save up to 43% on overall processing costs by utilizing our services together
Speed up payment collection by 200% using tools like email pay and the customer payment portal
Let us show you the power of integrating your payments in Salesforce CRM and how it can save you time, money, and transform your business operations. Just complete the form and we will contact you to set up the live demo and answer any questions.
Easy setup and very helpful customer service. There technical support has knowledgeable people that are willing to help. We have used them for many years and love working with them.
It’s nice that when we call, we talk to a person… If there’s something that we need to do that’s a little outside the box, with a short explanation they’ll let us do it.
Now our customers can use their saved credit cards to purchase from our eCommerce site…and updated saved credit cards.
Your support team’s been on it, and they’ve been willing to go the extra mile to ensure that we’re up and running.
Our goal is to give you the best of both worlds – end-to-end payment automation for Salesforce CRM, all for less than you are paying now. Just complete the form and we will contact you to discuss where your current needs and how we can help make it more efficient.
We are available by phone at 866-949-7267, as well as live chat, and email. For a free quote, live demo, or to schedule a call with one of our specialists, just click the links below.
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