Clearly Payments

DECEMBER 2, 2024

To minimize risk: Look for PCI Compliance: The Payment Card Industry Data Security Standard (PCI DSS) is mandatory for all businesses that handle cardholder data. Customer Relationship Management (CRM): Some payment solutions integrate with CRM software to track customer data and improve marketing efforts.

Credit Cards 105

Credit Cards Payment Gateways Gateways Multi-Currency 105

Stax

JUNE 18, 2024

Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support. Look for integrations with key CRM software like HubSpot and Salesforce to keep customer data in one place and build SMS and email workflows. Customer sign-ups.

Payment APIs and Integration 88

Payment APIs and Integration CRM Automation PCI DSS 88

EBizCharge

MARCH 3, 2025

When integrated with a powerful payment processing solution, Acumatica provides a comprehensive suite of tools for accounting, finance, customer relationship management (CRM), inventory management, and project management. Acumatica is a cloud-based ERP software designed to help businesses manage their core financial processes efficiently.

Credit Cards 52

Credit Cards Process Payment Gateways Payment APIs and Integration 52

Stax

JULY 25, 2024

Customer Relationship Management (CRM) Saves customer contact details, preferences, and purchase history. Customer relationship management (CRM) – Most POS systems today have built-in CRM features. The CRM features help you save customer contact details, preferences, and purchase history.

Small Business 88

Small Business PCI DSS CRM Online and Mobile Banking 88

Stax

FEBRUARY 26, 2024

For subscription businesses, the customer’s account should also include options for subscription management where they can adjust the frequency of deliveries, pause or cancel the subscription, update card information or bank account information, and more. Ensuring security and compliance Security is paramount in recurring payments.

Best Practices 88

Best Practices Payment APIs and Integration Payment Gateways Payments 88

Stax

FEBRUARY 28, 2024

The exact process varies depending on the software you use, but Stax Bill features a user-friendly interface for such adjustments. Make sure that your SaaS billing platform is fully compliant with PCI DSS security regulations and can securely store credit card data on file via payment tokenization. Real-time insights.

Payment APIs and Integration 88

Payment APIs and Integration Automation PCI DSS Fraud Prevention 88

EBizCharge

NOVEMBER 21, 2024

Anticipate common issues such as holidays, system downtimes, or administrative processing delays that can affect a payment’s effective date and adjust schedules accordingly to ensure compliance. Plan for contingencies: Prepare for potential delays by building a buffer period within the payment process.

Procedures 52

Procedures Mitigation Payments Wire Transfer 52