CRM With Payment Processing For Smart Businesses

Manage clients, invoices, and payments in one secure platform — from quote to cash flow.

Running your business shouldn’t mean switching between different tools to track clients, send invoices, or process payments. With Exterly’s all-in-one CRM with payment processing, you can manage every client relationship, transaction, and revenue flow from one easy dashboard.

Turn Every Interaction Into a Transaction

Simplify sales, automate billing, and get paid faster — all in one place.

When your CRM and payment systems are separate, things get messy. Invoices get lost, payment links break, and reconciling data takes forever. That’s why Exterly brings everything under one roof — a CRM payment gateway that lets you manage sales, clients, and transactions in one seamless flow.

No more switching tabs or syncing spreadsheets. You can send quotes, accept credit card payments, track invoices, and even manage renewals — all inside the same platform.

With Exterly’s CRM with payment processing, every customer touchpoint becomes an opportunity for conversion.

Why Businesses Love An Integrated CRM Payment System

Instant Payments: Collect payments instantly through credit card, PayPal, bank transfer, or digital wallet

Automated Billing: Set up recurring invoices and automatic reminders for subscriptions or retainers.

Quotes to Cash: Convert quotes into invoices and get paid within minutes — no manual follow-ups needed.

Payment Insights: Instantly see which invoices are paid, pending, or overdue with color-coded dashboards.

Built For Every Kind of Business.

Subscriptions for online services.
Quick checkout for product sales.
Smooth global payments for international businesses

Exterly simplifies the entire CRM pay experience, turning complex billing into smooth, automated transactions.

Methods We Offer — Payment Options That Fit Your Clients

Accept payments however your customers prefer.

Exterly connects with 20+ global payment gateways, ensuring your customers can pay conveniently and securely, no matter where they are.

Supported platforms include:

Stripe — fast, global, and developer-friendly.
PayPal — trusted worldwide for simple online payments.
Wise — perfect for cross-border business transfers.
NMI — power your transactions with NMI Iris CRM integration for advanced merchant analytics.
Authorize.net — secure and compliant card processing for enterprises.
Square — great for retail and in-person payments.
Your clients choose how they pay. You control when you get paid.
(Keyword integration: crm paypal, nmi iris crm, payment mode crm)

Features You’ll Benefit From

Create Invoices Instantly: Build custom, branded invoices right from your CRM.
Send Unlimited Estimates: Generate detailed quotes and convert them into invoices with a single click.
Receive Payments Securely: Offer secure payment gateways for credit cards and digital wallets.
Track All Cash Flow: Use a unified payment dashboard to view your total revenue, overdue invoices, and refund stats.
Smart Reminders: Send polite, automated reminders for due or late payments.
AI Payment Insights: Predict payment delays and forecast monthly revenue trends.
Integrate Seamlessly: Connect your accounting, CRM, and marketing in one ecosystem

Industry-Specific Use Cases

Works perfectly for service-based and digital businesses.

Freelancers — send invoices, accept payments, and manage client retainers easily.
Marketing Agencies — automate monthly billing and reduce late payments.
Consultants — share payment links and track one-time or recurring fees.
Ecommerce Stores — manage subscriptions and recurring payments.