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Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

Description

Easily sell or assign your leads through text messages directly to your clients. When a lead is generated from contact forms, an SMS notification is dispatched to the buyers linked to those specific lead categories. Both your team members and lead buyers are able to select their preferred lead types that align with their profiles. Buyers are promptly informed as new leads arrive, along with details of when the lead was last purchased or accepted, the total number of transactions, and the cost associated with acquiring the lead. Team members are presented with an accept button that directs them to the lead's contact information while also sending them a text message containing those details. Meanwhile, lead buyers encounter a purchase button that leads to a credit card payment form. Transactions are processed securely through Stripe, a payment processor developed by the same team behind PayPal, and users will need to create an account with them. Additionally, agents and lead buyers have the option to save their credit card information for a streamlined ‘1-Click Checkout’ process the next time they wish to buy a lead, enhancing the overall efficiency of lead management. This seamless integration of communication and payment systems significantly boosts productivity for all parties involved.