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The integration of Sage Pay’s payment technology into Sage CRM enables you to take credit and debit card payments directly from your customer management interface.
You have the option to take a payment on the phone, or to send your customers a link to a secure web portal. Once a payment is made, the customer record will be instantly updated – allowing you to run a full report on their account (including the most up-to-date payment information).
The integration saves your staff valuable time, and improves the efficiency of your business processes as they only need to enter data into a single source.
You’ll benefit from:
Once integrated, you’ll find a new ‘Sage Pay’ Tab inside each Company file within CRM. The tab contains all the functionality you need to process a telephone or online payment.
You’ll also benefit from access to all the usual Sage Pay features, including:
The scalable nature of Sage Pay’s payments technology makes it suitable for businesses of all sizes.
The Sage Pay for CRM integration has been specifically designed to make payments easy for businesses with a high volume of payments collected from a distance - making it especially relevant for call centres, charities, telecommunications companies, and local authorities.
It’s fast and simple to integrate the two technologies, thanks to the integration module developed by Enbu Consulting – the global experts in Sage CRM solutions.
To get started, you’ll need to have: