CRM Payment lets you accept payments directly from a deal. It uses payment systems connected to Bitrix24.

Why use CRM Payment

• Simple
  Send a payment link by SMS. The customer opens the link and pays.

• Fast
  Create and send a payment link in a few minutes. Each step is saved in the deal timeline.

• Builds customer loyalty
  Stay available even if your store is closed. Customers value quick and easy communication.

How CRM Payment works

Open a deal and click Receive payment. The settings panel opens on the right.

Set up and send a payment

Follow these steps:

1. SMS
   Send a payment link by SMS. Choose a messaging service.

   To use SMS, set up an integration first. You can use the built-in Twilio integration or find an app in the Bitrix24 Market.

2. Contact information
   Add your contact details. Customers will see them on the checkout page.

3. Products
   Select items and apply discounts if needed.

4. Payment systems
   Choose and configure payment methods.
   Connect payment systems

5. Automation
   Choose if the deal stage should update after payment.

Click Send. The customer receives an SMS with a payment link.
After payment, the status appears in the deal timeline.
Timeline in CRM item form