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Description
Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.
Description
Easily sell or assign your leads through text messages directly to your clients. When a lead is generated from contact forms, an SMS notification is dispatched to the buyers linked to those specific lead categories. Both your team members and lead buyers are able to select their preferred lead types that align with their profiles. Buyers are promptly informed as new leads arrive, along with details of when the lead was last purchased or accepted, the total number of transactions, and the cost associated with acquiring the lead. Team members are presented with an accept button that directs them to the lead's contact information while also sending them a text message containing those details. Meanwhile, lead buyers encounter a purchase button that leads to a credit card payment form. Transactions are processed securely through Stripe, a payment processor developed by the same team behind PayPal, and users will need to create an account with them. Additionally, agents and lead buyers have the option to save their credit card information for a streamlined ‘1-Click Checkout’ process the next time they wish to buy a lead, enhancing the overall efficiency of lead management. This seamless integration of communication and payment systems significantly boosts productivity for all parties involved.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ascent ERP
Yes
Authorize.Net
Yes
CSG Forte
Yes
Cybersource
Yes
Moneris
Yes
PayPal
Yes
Payeezy
Yes
QuickBooks Online
Yes
Salesforce
Yes
Stripe
Yes
Integrations
Ascent ERP
No
Authorize.Net
No
CSG Forte
No
Cybersource
No
Moneris
No
PayPal
No
Payeezy
No
QuickBooks Online
No
Salesforce
No
Stripe
No
Pricing Details
$2,999 per year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Kulturra
Founded
2012
Country
United States
Website
kulturra.com/payment-center-features/
Vendor Details
Company Name
Choice Internet Brands
Founded
2017
Country
United States
Website
monetizelead.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Visitor Identification
No
