CRM for payments
Running a diverse online business with plenty of offerings or multiple storefronts, you can design a tailored transaction process for all sub-entities and manage them independently from a single access point.
Running a diverse online business with plenty of offerings or multiple storefronts, you can design a tailored transaction process for all sub-entities and manage them independently from a single access point.
Consolidate
Manage all day-to-day operations from a single dashboard.
Allocate
Split the cash flow between multiple projects using common merchant accounts in different PSPs.
Earn
Generates interest and commission income through merchants.
Get a unified merchant management software for headquarters to manage all data.
Aggregate
Monitor each sub-entity data and get detailed insights from one source
Automatically consolidate all data to headquarters' payer entity
Get accurate reports and forecasts to track KPI and analyse competition
Manage all day-to-day operations from a single dashboard
Roll it all up for headquarters in a compliant and efficient way
Segregate
Accept payments in multiple currencies with the auto-conversion feature
Create customised report formats to access detailed turnover and demographic reports, and competition analysis
Split the cash flow between multiple projects using common merchant accounts in different PSPs
Enable each entity to operate with its unique workflow
Segment information by entities for audit preparedness, financial control and reporting, fraud prevention, and visibility purposes
Segregate funds with virtual accounts per entity.
Segment information by entities for audit preparedness, financial control and reporting, fraud prevention, and visibility purposes.
Multi-stores. Multi-storefront, multi-terminal, multi-business monitoring capability with drill-down functionalities.
Dashboard for headquarters. Manage all day-to-day operations from a single dashboard.
Merchant portal. Merchants can track invoice and payment status themselves through the Merchant portal.
Access management. Single sign-on application to simplify identity management with secure, one-click access for assigned users.
Customer segmentation. Manage the data about customers and gain insights on statistics of transactions and analytics for each customer.
Create customised report formats and access detailed turnover reports, demographic reports and competition analysis.
Direct DB connection
Quickly and effectively monitor status, resolutions, amounts, and other necessary data on all operations.
Exports to .xls, .csv
Filter the appropriate transaction data and export it.
25+ predefined reports
Create reports anywhere and anytime, and reduce your effort and costs.
Automated report scheduling
Choose and receive specific reports with rich and insightful data.
Real-time conversion monitoring
Monitor the transactions and analyse the conversion rate.
Alerting
Get notified of any failovers, divergences or specific incidents.
Get in touch with us and we will try to provide you with the most relevant offer.
Payments management might become tangled as your online business develops and expands. In this case, payment management tools might come in handy. By choosing a reliable and feature-rich tool, you’ll be able to efficiently manage financial flows and avoid disorder in settlement with the counterparties — banks and service providers.
The development of such a merchant management control system takes time and effort. At the same time, it improves the payment discipline, adds to the transparency of transactions, and strengthens internal control.
Globalisation and digitalisation are moving forward at warp speed, bringing e-commerce to a new level. Online businesses sell their products and services worldwide, regardless of borders, time differences, and preferred payment options. The digital payments sector is keeping pace with the transformation and offers tools to ensure frictionless processing of transactions all over the world.
There are three main powerhouses that help money reach its payees: payment gateways, payment processors, and merchant accounts. Orchestrating the whole process might be a challenging task — customers use credit and debit cards, different currencies, including digital ones, and other options. A payment management system allows for monitoring business with several storefronts and managing its financial flows via a single access point.
Implementing a merchant management solution (MMS) makes it easy to:
Corefy equips merchants with a reliable CRM for payments that allows them to control financial flows at several points of sale at once. This tool provides analytics on money movement across several accounts. It displays the data about the processed transactions per day and allows you to set alerts about important incidents so that you don’t miss any critical data.
With the CRM for payments by Corefy, you can compare different periods and analyse your business management performance. This tool for merchant management allows you to monitor the conversion rates of different periods to understand the overall efficiency and throughput of payments.
The merchant management tool by Corefy allows you to:
Equip your online business with a cross-functional payments management tool to efficiently monitor and operate your transaction flows.