Accept payment in the deal form

Author: Stacy Smith

Last update: December 01, 2023.

CRM.Payment is now available in Mobile CRM. Contact your client, accept payment, and track its status in the Mobile app anywhere at any time.

How CRM.Payment works

Open a deal in Mobile CRM and tap the Receive payment button.

Select Payment only in the slider.

Check the product list. Tap on + to add more products if necessary. Then tap Continue.

You will see the list of connected payment systems. Turn on the toggle switch to skip this step in the future.

Currently, you can configure payment systems in the web version only.

Finally, send a payment link to your client via SMS.

To use SMS messages for the CRM.Payment option, you should first set up an integration with the messaging service. You can set up the built-in Twilio integration or look for a solution in our Market.

When the message is sent, you can go back to the deal form. Payment details will be displayed in the Deal records section.

Also, you can resend the payment link to your client if they haven't received it for some reason. Click the three dots button and select Send link again.

In the deal timeline, you can always check the message and payment statuses.

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Accept payment in the deal form

How CRM.Payment works