Payment CRM, sales CRM or payment gateway: what do you need?
Understand which jobs belong to a payment CRM, sales CRM and gateway, with an ecommerce workflow and a practical evaluation checklist.
Read the guideA sales pipeline tells you who may buy. A payment CRM helps you understand and operate the relationship after they do: orders, charges, subscriptions and the next action.
Book a demoFollow the customer, the payment and the next action in one connected operation.
Order #EX-1042
Everyday essentials · $48.00Gateway A
Priority routing · payment recordedMonthly plan
Next renewal · 01 OctWhen a customer asks about a renewal, your team needs more than a contact name. Rebillora brings orders, payment history, spend, addresses and subscriptions into the customer workflow so you can review what happened before taking action.
For example, start with a customer’s record, identify the relevant subscription and review its next charge date. The operational context stays close to the change instead of being reconstructed from separate spreadsheets.
Move from reviewing a record to supported actions such as managing a subscription or charging an eligible saved payment method. Access to a customer record does not replace authorization or the requirements of the connected gateway.
Combine customer context with payment routing and recovery controls. A payment CRM coordinates the work; the connected payment provider still handles processing under its own agreement.
New merchants can define a clear customer workflow before launch. Established teams can assess store organization, recurring operations and reporting together. Search, saved views and exports support review as the business grows.
Describe where customer information lives today, the actions your team repeats and the payment questions that take the longest to resolve. We will walk through the relevant workflow and assess your platform and gateway requirements. Shopify integration is available; other integrations are not assumed.
Bring your current gateways, ecommerce platform and subscription requirements to the demo. We review compatibility and any migration work before changing your setup. Existing accounts and stored payment methods need an individual assessment.
Review your existing setupYes. Bring your intended platform, products and customer journey. A live website or existing processing volume is not required to book a demo.
Plan your demoWe can assess your requirements and explore assistance through partners. Eligibility, approval and commercial terms depend on the partner and your business.
See processing assistanceShopify integration is available. Other platforms and your particular gateway configuration need an individual compatibility assessment.
See the Shopify integrationA sales CRM focuses on prospects and sales opportunities. Rebillora connects customer records to orders, payments and recurring operations. A connected payment provider still handles payment processing.
Compare the different rolesTell us where you are today. We’ll review the workflow and requirements that matter to your business.