Collect Payments and Track Transactions Inside Your CRM
Chasing payments and reconciling transactions across separate systems slows down cash flow and creates errors.
Xirgosoft integrates payment gateways such as Stripe, PayPal, Razorpay and others with vTiger CRM so you can send payment links, collect payments and track status from invoices and deals.
We integrate gateways commonly used in India and internationally, so you can collect payments in the currency and method your customers prefer — cards, UPI, net banking or wallets.
Getting Paid Without Leaving the CRM
For many businesses, cash flow depends on a process held together by email: send an invoice, wait, chase, check the bank, update the record. Connecting a payment gateway to the CRM turns that into a flow where the payment link is part of the invoice and the status updates itself.
We integrate gateways such as Stripe, PayPal, Razorpay and PayU with vTiger. Quotes and invoices can include a secure payment link, whether sent by email, WhatsApp or SMS. When the customer pays, the gateway notifies the CRM by webhook, and the invoice is marked paid, the payment is recorded and any follow-on workflow runs, such as sending a receipt or confirming a booking. Failed and refunded payments are recorded too, so finance sees the true picture.
Indian businesses benefit from gateways that support UPI, net banking, cards and wallets, and we configure these along with tax details on invoices. For recurring revenue we handle subscriptions, including retry logic and tasks for failed payments. Because payment pages are hosted by the gateway, card data never touches your CRM, which reduces your security and compliance burden.
Reliability matters as much as features. We verify webhook signatures, handle duplicate and out-of-order notifications safely and reconcile gateway reports against CRM records, so what the bank shows and what the CRM shows agree. Reports track revenue, outstanding amounts, refunds and collection times.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
Payment Links
Send secure payment links from quotes and invoices.
Automatic Status Updates
Invoices update when payments succeed or fail.
Multiple Gateways
Support for Stripe, PayPal, Razorpay and more.
Recurring Billing
Handle subscriptions and recurring payments.
Transaction History
Full payment records on each customer.
Payment Reports
Track revenue, outstanding amounts and refunds.
Key Benefits
What this means for your business once it is live.
Pay-Now Links on Invoices
Customers can pay from an email, chat or text.
Automatic Status Updates
Invoices update when payments succeed or fail.
Local Payment Methods
Support UPI, cards, net banking and wallets via suitable gateways.
Recurring Billing
Handle subscriptions and failed-payment follow-up.
Reduced Card-Data Risk
Gateway-hosted payment pages keep card data out of the CRM.
Clear Payment Reporting
Track revenue, dues and refunds in one place.
How It Works
Connect the Gateway
We connect your gateway account securely using its official API.
Generate Payment Links
Links are created from invoices, quotes or sales orders.
Receive Confirmations
Gateway webhooks update payment status in real time.
Reconcile & Report
Payments are recorded against invoices for easy reconciliation.
Real-World Use Cases
Invoice Payments
An invoice email includes a "Pay Now" link; once paid, the invoice is marked paid automatically.
Advance Bookings
Customers pay a deposit through a link sent on WhatsApp, and the booking is confirmed in the CRM.
Subscription Billing
Monthly subscriptions are charged automatically, with failed payments triggering follow-up tasks.
Common Challenges We Solve
Chasing Late Payments
Links and reminders make paying easy, and overdue invoices trigger follow-up tasks.
Manual Reconciliation
Webhooks and reports match gateway transactions to CRM invoices.
Failed Subscription Charges
Retry rules and tasks help recover failed recurring payments.
Webhook Reliability
We verify signatures and process duplicates safely so records stay correct.
Why Choose Xirgosoft
- Faster payment collection and better cash flow
- Fewer reconciliation errors
- A smoother payment experience for customers
- Clear visibility of revenue in the CRM
Technologies & Platforms
Who This Is For
- Service businesses invoicing from the CRM
- Companies taking deposits or advance bookings
- Subscription and membership businesses
- Indian businesses needing UPI and local methods
- Finance teams reconciling manually today
What Is Included
- Gateway account and requirements review
- Payment link and checkout integration
- Webhook handling and signature verification
- Invoice status automation and receipts
- Refund and failed-payment handling
- Reports, testing and support
Frequently Asked Questions
Is card data stored in our CRM?
No. Card details are handled by the gateway; the CRM only stores transaction references and status.
Which gateways do you support?
Common options include Stripe, PayPal, Razorpay and PayU. Others can be added if they offer an API.
Can we accept multiple currencies?
Yes, if your gateway account supports them.
Are refunds tracked?
Yes. Refunds and failed payments are recorded on the related invoice.
Which gateway should we use?
It depends on your country, payment methods, fees and settlement needs. We compare options and recommend one.
Can customers pay in instalments?
Where the gateway supports it, we can set up instalments or subscriptions.
How do you handle GST on invoices?
We configure tax details on invoices as required for your business and check them with your accountant.
Can we test before going live?
Yes. We test with the gateway's sandbox before switching to live payments.
Start collecting payments directly from your CRM.
Talk to our experts today for a free consultation and quote.