Feature studies
In-person payments often happen outside the CRM — leaving a gap between your financial records and donor or customer profiles. Whether it’s a donation, store sale, or invoice, importing those swiped or tapped payments later is just another thing that seldom gets done correctly and on time.
Our on-premise terminal integration lets you click “Pay” directly from a Salesforce record (like an invoice or order), push the amount to a card reader, and instantly log the payment in Salesforce when completed. Works with all processors, and you can even capture new contact info on the spot from the reader if needed.
Perfect for events, walk-ins, or front-desk transactions. Payments are accurately tracked, receipts sent, and CRM data stays clean — no double entry, no chasing down paperwork.
Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.
