Do you own a Vtiger CRM and are facing problems in managing leads, invoice, and reports of all the customers? So here we are to make your work easy. UMS’ Instamojo-vTiger integration, along with WhatsApp integration, gives you a superior experience of CRM with an ease of online payment option to your customers.
Business Communication IFTTT Flows for Instamojo-vTiger CTI.
IF an order is placed by customer THEN payment link is sent to that customer via SMS/WhatsApp & CRM/Google Apps Integration captures SMS/WhatsApp data in the Google Sheet/CRM.
IF payment is successfully done by the Customer for particular order THEN confirmation SMS/ WhatsApp is sent and vTiger CRM SMS/WhatsApp integration captures data in vTiger CRM.
Easily manage your customer’s invoices
Invoices are generated within vTiger CRM for the order placed by customer containing all the details of customers including the customer name, address, invoice number, Products/services, invoice amount, discounts etc.
Sending Payment link to the customer via SMS & WhatsApp message
Once order is placed is generated, we generate an Instamojo payment link for the customer and send SMS & WhatsApp message to them containing the Payment link.
Make Payment instantly via Instamojo's link
On clicking the payment link, the customer name, number, address, order number, invoice number, invoice amount gets auto-filled within Instamojo's payment page from which customer can make payment for his/her order(s).
Payment confirmation using SMS & WhatsApp message
A SMS & WhatsApp message is sent to the customer confirming his/her payment for their order on successful payment.
Automatic updation of your invoices/orders with Payment reference number
On successful payment, we update back the Instamojo payment reference number within vTIger against the invoice/order.
Track all the Payments
You can track the invoice/orders for which payment is received from the customer within Vtiger CTI
Clear, Transparent, Pay for your customized solution pricing
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