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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
Sofacto serves as your reliable partner for billing on a daily basis. With just a few simple clicks, you can efficiently handle all aspects of your billing, from editing documents to tracking payments in a quick and seamless manner. Fully designed and developed using Salesforce, Sofacto takes advantage of the robust security, performance, and capabilities of the leading Cloud CRM provider. This platform provides you with a comprehensive and enhanced CRM experience, empowering you to unlock your business strategies through a complete 360° view of your customer base. Sofacto supports you every day by streamlining your business processes, including invoice generation and payment follow-ups. Your dashboards reflect real-time updates, enabling you to consistently make informed decisions. By automating your billing management, Sofacto helps you save valuable time. Built on Salesforce.com's Cloud technology, Sofacto facilitates collaborative work organization without any limitations related to time or location. Additionally, this innovative platform ensures that you remain agile and responsive in a rapidly changing business landscape.
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
$25 per user per month
Free Trial
Yes
Free Version
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
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
Yes
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
Sofacto
Founded
2015
Country
France
Website
www.sofacto.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
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
