Introducing Payberry – Empowering Your CRM With Seamless Payment Processing
When it comes to CRM payment processing, simplicity is key.
Payberry doesn’t just bridge the gap between your CRM and payment gateways; it transforms the entire way you handle transactions. Say goodbye to clumsy processes; this is a streamlined, efficient, easy payment experience, all from within your CRM or ERP.
Say hello to Payberry.
How It Works
Payberry goes beyond just connectivity: it seamlessly integrates with popular CRM systems like Salesforce, HubSpot, Dynamics and others.
This isn’t just about processing payments, either: it’s about creating an ecosystem where your CRM and payment workflows work in perfect harmony.
Payberry Use Case
A large-scale professional services company had difficulty processing various methods of payments (credit card, ACH) from within their CRM, generating invoices and receipts and ensuring accurate and secure import of financial data into their accounting software and general ledger for precise sales reporting.
Plan and Sync
Syncberry reviewed the company’s existing tech stack and software platforms, identifying how Payberry could establish a seamless integration of their CRM with major payment gateways to efficiently process payments and transfer appropriate data securely to respective internal platforms.
Audit and Automate
Utilizing Payberry’s capabilities, we created a system that automatically generates invoices and receipts upon payment processing and syncs and reconciles transaction data with accounting software for accurate financial reporting.
What Payberry Brings to the Table
Payberry is ideal for organizations of all kinds, from Professional Services to Retail, even multi-location networks.
- Integrated Payment Processing
Ability to process payments via credit card and ACH directly within the CRM system, streamlining the payment cycle and enhancing customer experience.
- PCI Compliance
Ensuring the security and confidentiality of client payment data in accordance with PCI standards, vital for maintaining customer trust and regulatory compliance.
- Automatic Invoice and Receipt Generation
Immediate generation of invoices and receipts post-payment, reducing manual workload and accelerating the billing process.
- Accurate Financial Data Import
Automated import of transaction data into accounting software and general ledger, ensuring accuracy in sales reporting and financial records.
- Compatibility With Major Systems
Syncberry’s compatibility with all major payment gateways, CRM systems and accounting software provides a versatile and adaptable solution for any business model.
- Enhanced Operational Efficiency
Reduction in manual data handling and administrative tasks, allowing staff to focus on more strategic activities and customer service.
- Improved Financial Management
Real-time financial insights from synchronized data, facilitating better financial planning, decision-making and sales strategy.
We’ve made integrating and syncing your Vendasta account easy!
1. Set Up Your Payment Gateway Account
Don’t have a gateway?No problem! We can help set one up for you. (Authorize.net, Stripe, PayPal, etc.)
2. Syncberry Account Creation
Our team will assist with the setup process – just contact us!
3. CRM Integration
We help integrate your payment gateway into your CRM or ERP system.
4. Customize Syncberry
Set up margins, customer services and products, payments, gateways and specific customer requirements.
5. Initiate Automation
Enjoy a fully automated processes and focus on your business.
Fast Payment Processing, Worry-Free Data: Payberry’s Impact
The implementation of Payberry revolutionized their payment processing and financial management. The integration of payment processing within the CRM and the automatic synchronization of financial data with accounting software streamlined their entire financial cycle. This not only enhanced operational efficiency, but also ensured the accuracy and security of financial transactions and client payment data. The automatic generation of invoices and receipts further improved their billing process, contributing to an improved customer experience.
Additionally, Syncberry’s assurance of PCI compliance provided peace of mind that all client payment data was handled securely, maintaining customer trust and compliance with financial regulations. Overall, Syncberry gave this company a transformative, efficient and secure financial management solution in Payberry, aligning perfectly with their need for streamlined payment processing and accurate financial reporting in a fast-paced business climate.
Learn about how Payberry can transform your payment processing efforts. Contact us today for a free consultation!
We’re Here to Help.
Even though we try to address the most common questions and scenarios, some things are best answered with a quick chat or phone call. Drop us a line!