Click CRM Setup

Your new software relies on some third party services to make it function.

Some third party services are required while others are options depending on which features you would like to use.

We need to obtain API’s from these third party service providers. 

We can do this for you, however you will need to first set up an account with the service providers and add your payment details if they require payment for the service level chosen.

Many services have a free level which is sufficient to begin with. By the time you exceed the free level quota, you should be generating a decent income from subscribers.

When you have set up your accounts we will need the log in details so we can set up the API’s.

REQUIRED ACCOUNTS:

OPTIONAL ACCOUNTS

If you will be using multi-currencies and you need live currency conversions:

Add SMS messaging with Twilio:

PAYMENT GATEWAYS

You’ll also need a payment gateway if you choose to take payments through your CRM.

You can choose from one or more of the following payment gateways:

  • Paypal
  • Stripe
  • Razorpay
  • PayFast
  • Paystack
  • Mollie
  • Authorize.net
  • Square

Scroll to Top