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IFthenpay Module for Perfex CRM

DRIVEWEB PRODUCT

IFthenpay module for Perfex CRM

Developed by DriveWeb. Your clients pay Perfex CRM invoices via Multibanco, MB WAY, Payshop, PIX or Pay-by-Link, and the invoice is marked as paid automatically.

IFthenpay payment methods within the CRM

The client chooses how to pay directly on the invoice.

Multibanco

Reference for payment at Multibanco or via homebanking, with automatic confirmation.

MB WAY

Payment request sent to the client's mobile phone.

Payshop

Reference for payment at a Payshop agent.

PIX

QR code or copy and paste, for customers in Brazil.

Pay-by-Link

Payment link via the Gateway IFthenpay.

How it works

From invoice to confirmed payment, with no manual work.

Invoice paid automatically

IFthenpay notifies the CRM and the invoice is marked as paid, with no intervention.

Reconciliation

A periodic check confirms any payments that are still pending.

Security

Anti-phishing key, separate credentials for each installation and a test mode before accepting real payments.

Transaction dashboard

Transactions, records and statistics on one screen, in Portuguese and English.

Would you like to see the module in action?

Choose a date and time. We will show you the module and review how it applies to your Perfex CRM.

  • No-obligation meeting
  • We will confirm the date with you
  • Your data remains protected
Schedule a meeting
Choose your preferred day and time. We will contact you to confirm.

We have received your request and will confirm the meeting date with you.

Simpler payments in your CRM

For Perfex CRM 2.9 or later. Installation and configuration by DriveWeb.

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