Paysight CRM Platform
Master the core features of the Paysight CRM platform - the central hub for managing your payment operations, customers, and transactions.
Paysight CRM Platform
What is Paysight CRM?
Paysight CRM is a powerful platform designed specifically for businesses that need to manage payment operations efficiently. Our platform combines robust customer relationship management with secure payment processing capabilities, giving you a complete solution for your payment needs.
What is Paysight CRM?
Paysight CRM is a powerful platform designed specifically for businesses that need to manage payment operations efficiently. Our platform combines robust customer relationship management with secure payment processing capabilities, giving you a complete solution for your payment needs.
Customer Management
Create and manage customer profiles, view payment history, and track customer interactions.
Transaction Processing
Process payments, manage authorizations, and handle refunds through a unified interface.
Merchant Management
Configure and manage multiple merchant accounts from a single dashboard.
Reporting & Analytics
Generate detailed reports on sales, settlements, refunds, and other key metrics.
User Access Control
Manage user permissions and roles to control access to sensitive information.
Integration Options
Connect with various payment methods and third-party services.
Who Is This For?
Business Owners
Manage your Paysight account, transactions, and subscriptions effortlessly.
Finance Teams
Track payments, generate reports, and reconcile transactions.
Customer Support
Access workflows for handling customer transactions, refunds, and disputes.
Getting Started with Paysight CRM
Set up your account
Configure your business profile, banking information, and user access settings.
Configure payment settings
Set up your payment methods, currencies, and processing rules.
Explore the dashboard
Familiarize yourself with the CRM interface, including transaction management, customer profiles, and reporting tools.
Process your first transaction
Start accepting payments through the CRM interface or by integrating with our Widget SDK or API.
Available CRM Guides
Integration Options
Embed a secure payment form directly into your website or application.
Embed a secure payment form directly into your website or application.
For more advanced integrations, you can use our RESTful APIs to build custom payment flows.
How to Use These Guides
Explore the guides
Browse through the various guides in this section. Each guide provides clear steps and examples to help you navigate the platform.
Follow step-by-step instructions
Each guide includes detailed instructions with screenshots to help you complete specific tasks in the Paysight CRM.
Use the search
Need help with something specific? Use the search function to quickly find relevant topics and instructions.
Contact support
If you need additional assistance, our support team is available to help at support@paysight.io.