Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when you add a new customer.
Triggers when you add a new transaction.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Create a new customer.
Customerly is a payment processing company that was started by Braintree in 2012. Customerly was created to help customers cplect sales taxes and customer information, so they can have a single platform for all payments.
We will use an example of a small business that sells products online. This business has a website, but it does not have a way to accept payments. It does not want to use a third-party payment processor because of high transaction fees. This business utilizes PayPal for sales, but no other payment options.
This business is searching for a payment processor that could help them incorporate sales tax into their transactions. They also would like to cplect customer information from their customers and send out receipts. The owners of this business would like to use the same system for credit card and PayPal payments. Another important factor is the pricing. The business owner does not want to pay high transaction fees or setup fees, and he wants to be able to integrate his new payment processing system with his existing website. He also wants to be able to take payments offline if needed.
After researching customer reviews and features, the business owner decides on integrating a payment processor named Customerly through Braintree. The business owner signs up for an account on both Customerly and Braintree. To get started, Customerly asked for information about the business and its products. These details included the business name, physical address, contact information, etc. After entering all of the information, the business owner verified that his information was accurate and ready to be processed into the Customerly system. Next, he linked his PayPal account because credit card processing required a PayPal account.
Once the account was verified, the business owner was able to set up his invoices and receipts. To do this he had to enter what type of invoice format he wanted to use and what information he wanted to include in it. Then he entered all of his products and their prices and descriptions, including what kind of currency they were priced in (USD. Finally, he entered his preferred tax rates and his state’s tax rate so that his customers would know how much they would be paying in sales tax at checkout. The next step was linking our domain name and configuring our webhooks so that Customerly could notify us whenever we had a new customer or order.
Integrating Customerly and Braintree to take online payments is easy and affordable. We would recommend it to any small business owner or entrepreneur looking for a payment processing system, especially if they are interested in cplecting customer information or sending out receipts.
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