- Simplicity - all you need to do is to send an SMS message to a customer. The customer follows the link and pays the order.
- Fast - it takes your manager a couple of minutes to generate an order link, send it to a client, and accept the order payment. Every step is saved to the deal timeline.
- Customer loyalty - even if the offline store is closed, you can still chat with a client. The client values your availability and effort and becomes a loyal customer.
How CRM.Payment works
In the deal card, click Receive payment.
Specify the product the customer has chosen.
Any payment system should be connected to Bitrix24.
Select No Delivery and click Send.
The customer will receive a message on WhatsApp or SMS with a link to the payment page.
How it works for a client
The client gets the SMS message with a link to the order page.
The client follows the link and checks the information about his/her order. Then he/she selects a suitable payment method (in our case, it's PayPal) and taps Pay.
How it works for a manager
After the payment is processed, it'll be displayed in the deal timeline.