Collect Payments from Quotes and Track Them in SugarCRM
Closing a deal is only half the job — getting paid quickly matters just as much.
Xirgosoft integrates payment gateways such as Stripe, PayPal and Razorpay with SugarCRM so you can send payment links from quotes and see payment status on the account.
Payment details are handled entirely by the gateway; Sugar stores only references, amounts and status, keeping card data out of your CRM.
What We Deliver
Payment Links from Quotes
Generate secure links from Sugar quotes.
Real-Time Status
Webhooks update payment status automatically.
Custom Payments Module
Track transactions, refunds and failures in Sugar.
Multiple Gateways
Stripe, PayPal, Razorpay and others.
Workflow Actions
Move opportunities forward when payment succeeds.
Revenue Reports
See collected and outstanding amounts.
How It Works
Connect the Gateway
Your gateway account is connected using its official API.
Add Payment Actions
Payment link buttons are added to quotes and opportunities.
Process Webhooks
Gateway events update Sugar records in real time.
Report
Dashboards show payments by period, rep and product.
Real-World Use Cases
Quote to Payment
A customer accepts a quote and pays immediately through the link in the email.
Renewal Payments
Subscription renewals are tracked, and failed payments create follow-up tasks.
Finance Visibility
Finance checks payment status in Sugar without asking sales.
Why Choose Xirgosoft
- Faster payment collection
- Sales and finance see the same data
- No card data stored in the CRM
- Fewer manual reconciliation errors
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Is card data stored in Sugar?
No. Card details are handled by the gateway; Sugar only stores references and status.
Which gateways do you support?
Stripe, PayPal and Razorpay are common, and others with an API can be added.
Can it handle recurring payments?
Yes, using the gateway's subscription features.
Does it work with Sugar Cloud?
Yes. The integration runs through APIs and packages compatible with Sugar Cloud.
Start collecting payments from SugarCRM.
Talk to our experts today for a free consultation and quote.