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payment gateway
Charge seamlessly and automate your flow
It’s a feature that allows you to generate custom payment links from the CRM, send them automatically, and record received payments without leaving Clientify.
Each payment is linked to the contact or opportunity record and can trigger processes like invoicing, onboarding or automatic closing of the sale.
Key benefits of automating your collections
How can you apply it?
Education
Tuition payment or reservation fee: the student receives an automatic link and after payment, they can access the campus or informational session.
Industry and manufacturing
Advance for production: upon closing the sale, the link to collect the advance is sent before starting production.
IT and software
Setup or onboarding payment: after the demo, a link is generated to pay for the service activation before starting.
Marketing agency
Payment for specific services: the client receives the link upon approving a quote and after payment, onboarding is activated.
Travel agency
Customized itinerary booking: after confirming the trip, the lead receives a link to pay directly from the opportunity.
Health, beauty, and wellness
Prepaid appointments: the client pays for their session via WhatsApp with a link, which reduces cancellations and improves management.
They already use Clientify
IMPROVE YOUR RESULTS WITH customized payment gateways
14 days free with unlimited access to ALL of Clientify, then choose the tools you want to use (and pay for).
It’s better to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTANTS TEAM
You will have a Clientify expert by your side for 4 months. We provide unlimited support to implement your new platform from start to finish.
And then what? Keep getting all the help from Clientify to digitalize and scale your business.