Keep account owners informed when payments succeed

Account owners miss first payments when notices get buried, causing onboarding and billing gaps. Owners get a CRM engagement for each payment so they see details and fix onboarding or billing records.

Overview

Missed payment notices create onboarding delays and billing record gaps that stall account momentum. By creating a CRM engagement for every successful payment, account owners get payment context to update onboarding or billing and avoid manual reconciliation, preventing missed follow-ups and improving record accuracy.

Notable Features

Create CRM engagement on successful payment
Notify account owner with payment details
Associate engagement with customer record