Stripe
Automate invoicing and track transactions.
Overview
Easily manage online payments, subscriptions, and invoices by integrating Stripe with our CRM. Keep track of transactions and automate billing processes.
Benefits
Seamless payment processing – Accept online payments directly through the CRM.
Automated invoicing – Generate and send invoices with payment links.
Subscription management – Track recurring payments and customer billing cycles.
Real-time revenue tracking – Monitor financial performance with detailed reports.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Stripe under the Payment & Billing category.
Step 2 : Connect Your Stripe Account
Click "Connect Stripe" and sign in with your Stripe account.
Grant the necessary permissions to sync transactions, invoices, and customer data.
Step 3 : Configure Your Stripe Preferences
Enable automatic payment logging for deals and invoices.
Set up subscription plans and pricing models.
Choose the preferred currency and tax settings.
Step 4 : Start Using Stripe with CRM
Accept payments directly from CRM-generated invoices.
Track customer payments, refunds, and chargebacks.
Automate financial reporting for better revenue insights.
