CRM for payments: your payment management software

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

Providers

Alipay

Neteller

PayPal

Consolidate

Manage payment process and 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 merchant payment 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 online 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

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

i

Choose specific exchange rates to receive online payments and make payouts in different currencies.
Fees management

i

Generate interest and commission income through merchants by setting and offsetting fees and min/max amounts per each online payment method.
Rich financial tuning

i

Access turnover limits, rolling reserve, overdraft limit, manual deposits and withdrawals, and more accounting software features.

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.

Processing options

Route your transactions to success and increase the conversion.

Choose payment option

Master card

Visa

Stripe

Payment options

Allow customers to choose the best online 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 payment process and 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.

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 from the payment management software.
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 all online payments and analyse the conversion rate.
Alerting

Get notified of any failovers, divergences or specific incidents.

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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 automation tools and technology solutions might come in handy. By choosing a reliable and feature-rich software solution, you’ll be able to efficiently manage financial flows, billing and payment processes and avoid disorder in settlement with the counterparties — banks and service providers.

Developing such a payment management software, or merchant management control system, takes time and effort. At the same time, such a payment management solution improves the payment discipline, adds to the transparency of transactions, and strengthens internal control.

How it works?

Globalisation, digitalisation, and automation 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 for billing. The digital payments sector is keeping pace with the transformation and offers automation tools to ensure frictionless payment processes and transaction processing 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 payment process might be challenging — customers use credit and debit cards, different currencies, including digital ones, and other billing options. A payment management system allows for monitoring business with several storefronts and managing its payment processes and financial flows via a single access point.

Advantages of payment management software

The particular advantages depend on what's included in payment management software, but generally, implementing a merchant management solution (MMS) makes it easy to:

make the billing management more efficient;
save money, for you don’t need to purchase any additional software or equip your team with additional financial experts for customer support and challenges solving;
manage all daily payment processes 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.

Merchant management software by Corefy

Corefy equips merchants with reliable payment management software that allows them to control financial flows at several points of sale at once. Payment management software 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 payment management software 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 payment processing software.

The merchant management tool by Corefy allows you to:

get reports for analysing business performance;
understand and analyse the structure of your financial processes across every payment system;
segment the data and ensure independent workflows for different entities;
track all payment systems' 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 cross-functional automation and payment management software to efficiently monitor and operate your transaction flows across multiple payment systems.

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