Card Payment App

Take payments from any object in Salesforce

OUR SOLUTIONS

Card Payments for Salesforce

Our Salesforce Application allows your team to take card payments either over the telephone or via your Web Pages. Empower your sales, fundraising or accounts teams to remain in the single view of Salesforce, manage the relationship and take payment in a secure way.

Our app can be easily integrated against any of your Salesforce objects. So whether you are looking at making payments against an invoice, order or even an opportunity, we can help you achieve this.

Contact us and we’ll guide you through it.

You can install the app directly or reach out — we’re happy to help with configuration, setup, and any payment integration support.

Yes – we support NFPs with discounted rates.

If you’re a registered charity or non-profit, just let us know. We’ll tailor a package to suit your budget.

Yes – via API, hosted checkout, or Virtual Terminal.

Our solution works with websites, email links, and terminals – not just within Salesforce. We’ll help you choose the best fit.

Transforming the way you take payments

We make taking Card Payments inside your Salesforce environment or via your website straight forward and easy whilst providing a secure PCI DSS environment.

Our solution can be integrated into your existing website and ePOS system. We can also provide card terminal integration meaning that all of your payments are available on Salesforce in real time.

Ask our team about our restaurant solutions and see how we can help manage all of your orders and payments on the Salesforce CRM.

Assisting your growth

Integrate our payments into your website, ePOS or card terminals

Using our API, you can easily integrate your website payments into Salesforce.

Don’t have your own developer? We can help you with every step of connecting your website to Salesforce. We will listen to your every requirement to ensure your full checkout process works both seamlessly and efficiently for you and your customers.

Our Process

Take Payments, From Anywhere, Into Salesforce

01

Learning About You

Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.

02

Organized Meeting

Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.

03

Plan Meeting

Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.

04

Implementation

Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.

Testimonials

See What Our Clients Are Saying

Why us?

We Make

Payments Simple Compliance Easy Connections Secure
Transparency. Integrity. Trust that lasts.