Paddle Payment Gateway for Perfex CRM

Accept Payments with Paddle in Perfex CRM

This module enables seamless integration between Paddle and Perfex CRM, allowing you to collect invoice payments directly via Paddle’s secure checkout. If you offer one-time services, this module brings powerful payment automation into your CRM workflow.

Key Features

• Quick Integration: Connect Paddle to Perfex CRM with minimal configuration.
• Modern Checkout: Provide your clients with a clean, secure, and professional payment experience.
• Diverse Payment Methods: Accept credit cards, PayPal, Apple Pay, Google Pay, iDEAL and many more.
• Real-Time Transaction Updates: Stay informed with instant payment status notifications.
• Full or Partial Payments: It supports full and partial invoice payment.
• Refund support: You can refund user from paddle dashboard and it will reflect in invoice payments.
• Platform Fee Handling: Easily pass platform fees on to your clients during checkout.
• Webhook support: Payment status can be updated with or without webhooks.

Benefits

• Improve Conversions: Reduce friction at checkout with a streamlined payment flow.
• Simplified Accounting: Automatically log all payments within your CRM.
• Built-in Security: Powered by Paddle’s secure platform with fraud prevention tools.
• Full CRM Integration: Native compatibility with Perfex CRM’s invoicing system.

How It Works

1. Install & Configure: Follow our guide to connect Paddle to Perfex CRM in minutes.
2. Enable Paddle at Checkout: Customers can select Paddle as their preferred payment option.
3. Secure Checkout: Customers are taken to Paddle’s hosted checkout to complete their payment.
4. Automatic Sync: Transactions are recorded inside Perfex CRM automatically.
5. Instant Alerts: Get notified in real-time whenever a payment is made or updated.

Who Is It For?

• Freelancers and agencies who want fast and reliable payment processing.
• Small businesses aiming to automate subscriptions and billing.
• Large companies looking to centralize payments in their CRM.
• Startups and digital product sellers that need global payment support.

Easy Setup

No coding required. Like all Perfex CRM modules, configuration is straightforward. Paddle provides all the necessary credentials in your merchant dashboard. Our step-by-step documentation ensures a smooth setup process from start to finish.

Demo

You can test the module using the following demo credentials. Try paying for any invoice.

Login Details

URL:
 

https://perfex.daacreators.com/login

Email:

user@demo.com

Password:

12345678

Test Card

Card Number:

4000 0566 5566 5556

CVC:

100

Expiry Date:

Any future date (e.g., 12/27)

Name on Card:

Any name

Support

If you have any questions or need assistance, simply email us. Our team is here to assist you as quickly as possible.

Changelog

Version 1.0.0

  - Initial release