…Your wish is our command!
It’s been possible to accept credit card payments in Zoho apps like Creator, Books, and Invoice, but it hasn’t been possible to process those transactions with a Zoho CRM credit card integration – until now, that is.
We’ve teamed up with Century Business Solutions to bring you a solution that allows for credit card transactions right inside Zoho CRM – without the middleman. The Zoho CRM credit card processing integration allows users to accept and process credit card transactions within Zoho CRM from the Sales Order or Invoice modules.
How does it work?
Users can run credit card transactions from several modules inside Zoho CRM, including a custom Payments module that comes with the integration:
- Capture a preauthorized amount
- Capture a deposit
- Capture a payment from Sales Order preauthorization
- Charge a card to pay an Invoice directly
- Import a deposit to an Invoice
- Issue a refund
Other neat features
- The Zoho CRM credit card integration uses tokenization to securely store credit card data for later use without compromising any security.
- You can email receipts for credit card transactions instantly from your payment screen.
- The custom Payments module in Zoho CRM also lets users look up past transactions and their associated Invoices or Sales Orders.
Why use this integration?
Despite being technologically savvy in most areas of business, most B2B companies – those that never see their clients face to face – accept credit cards as if they’re in a retail environment, by punching numbers into a machine, printing a receipt, and saving all those receipts (and their associated invoices) for the end of the day to enter into their master system of choice.
But, if you’re going to enter card information into Zoho CRM at the end of the day anyway, why not accept payments directly inside Zoho CRM?
Use the Zoho CRM credit card processing plugin to:
- Accept or record credit card transactions inside of Zoho CRM
- Accept credit card payments and then sync those with an ERP integration (for example, QuickBooks or Sage 100)
- Keep a detailed payment log for your clients inside Zoho CRM
- Save time with payment processing data entry each time you process a transaction
- Increase your bottom line by using the time you’d normally spend entering data to do other tasks you’d been putting off
Use our brains – ZBrains!
What makes ZBrains a cut above the other Zoho consultants you might find around the web? Well, custom enhancements like this one, for one. ZBrains is the only consultancy that offers an integrated credit card processing plugin for Zoho CRM, allowing you to save time with data entry every time you process a credit card transaction.
All of our Zoho integrations are cut from a similar cloth, actually: they’re designed to save you time you might otherwise spend entering data twice, designed to make Zoho CRM easier to use overall.
Because of our variety of Zoho CRM integrations, custom Zoho add-ons, and Alliance Partnership with Zoho, we’re one of the most trusted sources of Zoho knowledge. Whether you use us for consulting, support, or training, we’re here to show you the ropes so you can rest easy.
Start taking payments inside Zoho
Are you ready to roll? Or, do you have a few questions about how the integration works? We’d love to entertain any questions you have or coordinate a walkthrough with you! Use this form to contact us and we’ll be in touch with you to discuss your needs as quickly as possible.