When your business requires a CRM payment system, SwitchTransact is your
comprehensive solution. We offer various implementations for our product that
can apply to a selection of aspects for a successful business. These include
payments, marketing, sales, organisation tools, and insights on crucial metrics. In
this article, we focus on the payment element of our product and what you can
expect when choosing SwitchTransact for your business.
What is CRM payment
CRM abbreviates customer relationship management, and our product delivers
complete finance features that your business can leverage to its advantage.
These features include DebiCheck that allows you to check and confirm debit
orders with prechecks for safe processing and quick reconciliations. Our CRM
payment system also handles credit and debit card payments that include both
recurring and once-off payments for all major cards. Card info is securely stored
with a PCI DSS level 1 provider. Our product delivers the means to handle EFT
debit orders as well, with NDOs that are available on same-day or two-day
collections – being collected directly from all South African banks.
Our CRM payment system allows your business to create once-off or recurring
invoices that can be automated or sent out manually. Payment links and
customised billing rules can also be applied to your invoices. You can also
optimise collections by verifying account details in real time with AVS-R (Account
Verification Service Real-time). By utilising your website or a mobile app, your
business can capture electronic mandates and electronic debit order agreements
with our CRM payment system. As a result, your business can expect improved
collections with advanced reporting and notifications that can give you a
competitive edge in your industry.
Payments Through Any Platform
Living in a digital age, it can be difficult to keep up with all the various payment
methods as a business. With our CRM payment system, you allow your customers
to pay through their preferred platform for optimal customer satisfaction. These
platforms include web-based devices, email, SMS, WhatsApp, various mobile
apps, hosted webpages, and API integrations. Our CRM payment system also
delivers payment automation solutions that allows your business to set specific
rules for incoming payments and send automated invoices and statements with
real-time reports.
SwitchTransact is your first choice when it comes to a CRM payment system for
your business. Feel free to browse our website for details on our product and
contact us today with any questions on how we can assist your business in 2024.