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