• Collect & Accept Customer Payments From Clients By Credit Card & E-Check Through Your CRM

    Payments Online

    Accepting Credit Card Payments and ACH from your clients just got way easier!   You’ll no longer need to leave your CRM in order to process a transaction in a third-party system, and then come back to the CRM to make a note of it. Instead, you can now charge your clients right from the comfort of […]

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  • Credit Card Payments: Enabling Authorize.Net

    New Payment Interface

    Your CRM enables you to accept credit card payments right from the lead. You can begin to process payments quickly and securely through our payments form that looks like this:     To enable credit card payments, follow these easy steps:   1. Sign in to Authorize.Net, open the Account tab, and click API Credentials & Keys: […]

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