This document discusses integrating credit card payments into a CRM system. The objectives are to tokenize credit cards for security, handle pre-authorization and payment capture securely through payment gateways, and log transaction details in the CRM. The solution involves tokenizing credit cards in the CRM, using a scheduler to capture payments for orders marked for billing based on criteria, and creating logs of transactions in the CRM for administrators. Benefits include payment guarantees, faster cash realization, and scheduling recurring transactions within the CRM.

1. Credit Card
integration in
CRM
01
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2. 02
Objectives
What do we
want to
achieve
Seamless integration of tokenization of card using popular
payment gateways like Authorize .NET, Forte and Chase
Oribtal.
Handling of pre-authorization and payment capture in a
secure manner.
Log the transaction details in SugarCRM for administrator to
have a look and troubleshoot the same.
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3. 03Introduction
Part 01
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4. 04
The Problem
Merchants need a way to have
payment guarantee while dealing
with one time and B2B customers.
Also credit card numbers are
sensitive and a potential breach can
have wider implications.
What we want to solve
We help tokenize the card in CRM.
Pre-authorization of the amount helps
check whether customer has enough
balance. Using automation logic, we
capture payment (one time or
recurring).
Solution
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5. Introduction
While CRM is the frontline business process for any organization.
There is a need to capture the Credit Card payments at the time of
placing orders.
Pre-authorizing the transaction eliminates the risk of non-payment
and helps you fast realization of payments.
Our pre-configured flexible solution, helps you to capture the
payments from clients over the CRM via payment gateway and
register the captured payments logs into the CRM.
05
Overview of the project
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6. 06Solution
Part 02
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7. 07
Accounts may have credit card.
Once the card is entered, it is
validated and tokenized. This
helps make the data secure.
Project highlights
TOKENIZATION
Orders which are marked for
billing, scheduler picks up the
payment to be captured based
on criteria. Payment method (card
or ACH is considered)
Project highlight
PAYMENT CAPTURE
Payment log is created for the
orders. Unsuccessful captures
does not change the status and
payment capture is submitted
again the next time.
Interpretation of findings
LOG OF TRANSACTIONS
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8. 08Results
Part 03
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9. 09
Benefits
Payment Guarantee
Eliminates the risk of non-payment by authorizing the
amount before an order is placed.
Faster Cash Realization
Get payments done in time. Hassle-free payments vis-a-vis the
conventional modes.
Recurring Transactions
Schedule recurring transactions within CRM in just few
clicks and money flows to your account automatically on
scheduled date.
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10. 10
Snaps
Part 04
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11. When an order is ready for transaction in CRM.
Using customer and payment profile ids, the
transactions are created in the payment
gateways.
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12. Once a transaction is placed, a log is created in
the CRM for tracking of status
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13. 13
Frequently
Asked
Questions
FAQs
Storing sensitive data like credit card numbers is
not advisable. Hence token is generated for
customer and card, and these tokens are saved into
the database and used for the further transactions.
Why tokenized payment
method?
You must have any CRM(with API access enabled)
and payment gateway account.
What are the pre-
requisites?
Payments can be triggered in both ways from CRM.
Are payments triggered
automatically ?
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14. 14
Get started with automated error free credit card
capture while remaining PCI compliant. Get in
touch with us today.
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15. Get in touch
Reach out to us
today
www.veonconsulting.com
eMail
contact@veonconsulting.com
Phone
(682) 224-8061
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