Sales
Payments

Get paid faster—right from your CRM

Generate branded checkout links in seconds. Share via email, quotes, or chat; accept cards, ACH, and wallets; and sync transactions, line items, and receipts to contacts and deals automatically.
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A CRM deal page with a payment form, showing a "Pay Now" button, and synced transaction details.

Turn intent into revenue.

Add products, set price and cadence, and launch a secure checkout—no code required. Mobile-friendly pages reduce friction and speed conversion from proposal to purchase.

Create & share links

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  • One-time and subscription billing with proration.
  • Attach to quotes and invoices for instant payment.
  • Embed on pages or send in emails and chats.
A CRM screen with a form to generate checkout links, showing fields for product, price, and payment options, with a small notification for successful payment.

Delight at checkout

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Frictionless

Fast, secure pages minimize drop-off.

Flexible methods

Cards, bank transfer, and wallet options where available.

Taxes & totals

Clear summaries build trust before payment.

A clean, secure checkout form with options for cards, bank transfer, and digital wallets, showing clear totals and taxes.

Sync commerce data

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Payments, refunds, and renewals attach to CRM records for unified reporting. Kick off fulfillment, onboarding, and renewal workflows on success or failure.

A dashboard showing unified commerce data (payments, refunds) linked to CRM records with options to trigger fulfillment/onboarding/renewal workflows.

Report & reconcile

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  • Revenue dashboards by product, segment, and channel.
  • Refund tracking alongside original payments.
  • Subscription cohorts to monitor retention and churn.
A clean dashboard showing revenue by product, refunds, and subscription cohorts, all for easy reporting and reconciliation.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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Related features

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Commerce Tools

Accept payments, manage subscriptions, and include payment links in quotes, forms, meeting invites, and more.
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Invoices

Send and track invoices with automated dunning and reporting.
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Subscriptions

Automate subscriptions and recurring payments to boost accuracy and cash flow.
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Flexible Payment Processing

Accept payments via card or ACH using Hoop payments or connect your existing Stripe account.

Order Management

Centralize capture-to-delivery with split shipments, backorders, exchanges, and branded status comms.
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Payment Links

Centralize commerce in your CRM — create and share payment links to get paid faster.
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