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?
- Faster collections: generate and send links in seconds.
- Complete tracking: each payment is associated with the lead or opportunity.
- Post-payment automation: activate flows without lifting a finger.
- Everything centralized: manage sales and collections from the same place.
- No errors: links are created with preloaded data from the CRM.
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
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.
