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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.

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Storefronts

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hub processor

Providers

  • 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.

Divide et impera!

Get a unified tool for headquarters to manage all data.

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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

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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

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Payment amount

$ USD

Payment amount

€ EUR

Payment amount

£ GBP

Financial accounting

Segregate funds with virtual accounts per entity.

  • Multicurrency virtual balances
    i
    Accept multiple currencies with auto-conversion in merchant account currency.
  • Dynamic currency conversion
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    Choose specific exchange rates to receive payments and make payouts in different currencies.
  • Fees management
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    Generate interest and commission income through merchants by setting and offsetting fees and min/max amounts per each payment method.
  • Rich financial tuning
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    Turnover limits, rolling reserve, overdraft limit, manual deposits and withdrawals, and much more.

Independent customisation

Enable each entity to operate with its own unique workflow.

Checkout customisation

Use your branded colours, icons, logos, and titles to customise the Checkout.

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Processing options

Route your transactions to success and increase the conversion.

Choose payment option

mastercard rectangle Master card
visa rectangle Visa
stripe rectangle Stripe

Payment options

Allow customers to choose the best payment option for their region.

Fees per method

Specify fees, min/max amounts, rolling reserve.

Min 50 100 150 200 Max

Limits per method

Set turnover and velocity limits.

Data segmentation

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.

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Single reporting for multiple sites

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.

Conversion rates chart
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95% 85% 75% 65% 55%
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Ready to boost your business to the next level?

Get in touch with us and we will try to provide you with the most relevant offer.

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What is payments management?

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 management system takes time and effort. At the same time, it improves the payment discipline, adds to the transparency of transactions, and strengthens internal control.

How it works?

Globalisation and digitalisation are moving forward at warp speed, bringing eCommerce 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.

Advantages of payments management

Implementing a payment management solution makes it easy to:

  • make the purchase management more efficient;
  • save money, for you don’t need to purchase any additional software or equip your team with additional financial experts;
  • manage all daily procedures via one reliable dashboard;
  • split the financial flows across various projects via merchant accounts at certain PSPs.
  • ensure money security since all the data is reliably encrypted.

CRM for Payments

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:

  • get reports for analysing business performance;
  • understand and analyse the structure of your financial processes;
  • segment the data and ensure independent workflows for different entities;
  • track all transactional data;
  • download customised or predefined reports with detailed information on all payments;
  • manage everyday tasks conveniently through a single point.

Equip your online business with a cross-functional payments management tool to efficiently monitor and operate your transaction flows.

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