CRM.Payment is a tool for accepting payment in the deal form. It allows you to accept payment via special systems connected to Bitrix24.
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Delivery service isn't currently available in all locations. We are working on adding it to all Bitrix24 accounts soon. Meanwhile, you can recommend a delivery service, and we will consider making an integration.
Advantages of CRM.Payment
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Simplicity
All you need to do is to send an SMS message to a customer. The customer follows the link and pays for the order.
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Speed
It takes your manager a couple of minutes to generate an order link, send it to a customer, and accept the order payment. Every step is saved to the deal timeline.
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Customer loyalty
Even if the offline store is closed, you can still chat with a customer. The customer values your availability and effort and becomes loyal.
How CRM.Payment works
Follow these steps to accept payment in CRM:
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Open a deal form and click Receive payment.
What to do if there is no Receive payment button
You won't see the Receive payment button in a deal if it has been hidden by any chance. Click the gear button on the right of the field and select Show Accept Payment button.
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Select the service that will be used for sending SMS messages with a link to your client.
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.
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Provide your contact information. It will be shown on the checkout page, and your clients can contact you in case of any questions.
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Add the product and specify a discount.
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Connect payment systems to Bitrix24.
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Decide whether you want to change the deal stage after the payment is done.
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Finally, click Send, and the client will get an SMS message with a link to the payment page. After the payment is processed, it will be displayed in the deal timeline.
