Collect deal payments through 6 gateways — directly from a deal or proposal in the CRM.
The gap between 'deal signed' and 'payment received' is one of the most expensive inefficiencies in Indian B2B sales. After a deal closes, the rep hands off to accounts, who sends an invoice, who chases the buyer for NEFT confirmation, who waits for the finance team to process it. This multi-step manual process takes 3–10 days on average — days during which the deal can still fall through, the service hasn't started, and the revenue isn't recognised. Payment collection inside the CRM compresses this to minutes.
For Indian businesses specifically, the 6-gateway support is important. Different customer segments prefer different payment methods: enterprise clients may require NEFT/RTGS, SMB clients prefer Razorpay or Cashfree UPI, and international clients need Stripe or PayPal. Having all gateways accessible from the same deal record means the rep can send the right payment link for each customer type without switching tools.
6 Payment Gateways
Razorpay, Cashfree, PayU, Stripe, PayPal, and PayFast — configured once and usable from any deal.
One-Click Payment Link
Generate a payment link from the deal record and send via WhatsApp or email in one click.
Payment Status Tracking
Payment status (pending, received, partial, failed) is tracked on the deal record and visible to the team.
GST Invoice Generation
Auto-generate a GST-compliant invoice on payment — pre-filled from the deal and contact data.
EdTech company collecting course fees instantly via WhatsApp
A Hyderabad EdTech company was losing 15% of confirmed admissions in the 48-hour gap between verbal confirmation and fee payment. Students would reconsider, speak to parents, or find an alternative. After enabling payment links sent immediately via WhatsApp on commitment, the fee was collected within minutes of the counsellor closing the sale. Confirmed-to-paid conversion improved from 83% to 96%.
Consulting firm eliminating 12-day invoice-to-payment cycles
A management consulting firm in Bengaluru had an average 12-day invoice-to-payment cycle — project work started before payment cleared, creating cash flow risk. After switching to advance payment via Razorpay links sent at deal close (before project start), average payment receipt time dropped to 1.5 days. Project delivery started only after payment confirmation, eliminating non-payment risk entirely.