CRM Payment Setup Video This video provides a step-by-step guide on setting up payment gateways in the CRM system, allowing businesses to process transactions, send invoices, manage subscriptions, and integrate products into sales funnels.

Key Setup Steps:

1. Overview of Payment Features The CRM allows businesses to process payments, send invoices, contracts, and documents, replacing tools like DocuSign and PandaDoc. Users can view transactions in multiple ways, including: Active orders Subscriptions All transactions Abandoned checkout carts Create one-time payment links, set up coupon codes, and configure product settings.

2. Configuring Payment Settings Navigate to Settings > Payments to access configuration options. Enable automatic receipt emails for completed transactions. Set up taxes if applicable. Customize abandoned cart notifications to send reminders to customers who leave their checkout page.

3. Integrating Payment Gateways Supported gateways include Stripe, PayPal, NMI, and Authorize.net. Stripe is recommended for seamless CRM integration. PayPal has limitations (e.g., no bump orders in funnels). Manual payment methods (e.g., cash, Venmo, Zelle) can be enabled, but are not recommended for full business operations. To integrate, click Connect next to the payment gateway of choice and follow the login prompts.

4. Importing & Managing Products After integrating a payment gateway, go to Products to create or import existing products. Importing Products: Click "Import from Stripe" to sync Stripe products with CRM. Use CSV import for products from other platforms. Once products are added, they can be managed entirely within the CRM, reducing the need to log into external payment gateways.

5. Configuring Product Details Users can create and edit product information, including: Title, description, and thumbnail Pricing structure (one-time or recurring payments) Statement descriptor (how it appears on a customer’s payment statement) Discounted pricing (compare-at feature) Multiple pricing options can be set for a single product.

6. Connecting Products to Funnels To integrate products into a sales funnel: Navigate to Funnels and open the desired funnel step. Click "Products" > "Add Product". Select a previously created product. Choose which pricing options to include (e.g., one-time or subscription-based).