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Grow Payments for Zoho CRM streamlines payment collection by enabling businesses to send payment requests, offer reminders, process transactions, issue refunds, and track payment activity directly within Zoho CRM. It reduces manual effort, improves cash flow, and supports multiple secure payment methods through a seamless customer experience.
Business needs
Today, businesses in Israel manage most of their sales pipeline within CRM systems, while the payment stage is handled in a separate system. This transition disrupts the workflow and significantly affects the customer experience. For a truly streamlined sales process, an integrated and seamless payment stage is crucial.
Solution
The Grow Payments for Zoho CRM extension eliminates this fragmentation by connecting sales management directly to the payment stage. Grow (formerly Meshulam) is a business payment platform that enables the sending and management of digital payment requests. The system centralizes multiple payment methods in one place and allows customers to choose the most convenient way for them to pay.
Benefits
- Zero context-switching: Collect payments from customers directly from the invoice screen inside Zoho CRM.
- Automated workflows: Send single or bulk payment requests and follow-up reminders automatically to reduce operational overhead.
- Frictionless local checkout: Direct customers to a secure Growin wallet link that supports local and global payment methods, including Bit, PayBox, Apple Pay, Google Pay, credit cards, and bank transfers.
- End-to-end control: Perform manual charges, issue refunds for completed payments, and cancel requests natively without leaving the CRM environment.
Manage payments without switching between systems
By keeping customer data and financial transactions synchronized on a single platform, businesses eliminate operational friction, reduce payment-tracking errors, and create a smoother customer experience.
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