Payment Link Interaction Tracking
Track your customer's progress in reviewing and completing the payment link, live from within the Capchase app and from within Salesforce CRM. Gain step-by-step visibility so you can see where they left off and support them to completion as needed.
Real-time tracking
Gain real-time visibility into your customer’s interactions with the payment link, including these status updates and time stamps:
- Created
- Opened
- Company details added
- Payment method added
- Agreements signed
- Completed
This feature saves you time by letting you know exactly where your buyer is with completing the payment link so you can support, or nudge them, as needed to close your deal fully.
There is also an activity log that shows the date and timestamp of each progress milestone.
