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payment gateway

Integrated payment gateway in your CRM

Send unlimited payment links from Clientify and automate the entire post-payment process without relying on external platforms.

Charge seamlessly and automate your flow

What is the payment gateway in Clientify?

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

Why use the payment gateway in Clientify?

How can you apply it?

Use cases: CRM payment gateway

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

Try ALL features for 14 days free.

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

Start easy and simple with help

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.

soporte clientify