Integration of a Comprehensive Payment System for In-House CRM
Budget: $10,000 – $20,000 USD
I am looking for a freelancer to integrate a comprehensive payment system into an in-house CRM. We are currently using AutoFit as our CRM platform, and we would like to integrate MxMerchant as our preferred payment gateway. Specifically, we require a comprehensive payment processing feature to be added to the system. The payment system should be able to process payments from our customers without any issue. It should also be able to handle recurring billing and generate invoices as needed.
Key Functionalities Required:
Cash Transactions:
Accept cash payments.
Connect and operate with cash drawers to facilitate the dispensation and management of cash.
Credit & Debit Card Processing:
Integrate with MxMerchant for card transactions.
Ensure secure processing and storage (if necessary) of card details.
Payment Terminal Integration:
Enable our CRM to communicate and process transactions using payment terminals compatible with MxMerchant.
Checks:
Input and record check details into the CRM.
Implement a system to verify checks (if possible and required).
Gift Cards:
Process transactions using gift cards.
Record and update gift card balances within the CRM.
Desired Developer/Team Qualifications:
Proven experience in integrating payment systems within CRMs or other relevant platforms.
Familiarity with MxMerchant API and its integration.
Understanding of secure coding practices, especially when dealing with financial transactions.
Strong problem-solving skills and the ability to adapt to unique in-house CRM structures.
Deliverables:
Fully integrated payment feature within our CRM.
Thorough documentation detailing the new payment system's workflow, functionalities, and integration points.
A post-integration test report validating the correct function of all new features.
Training (if necessary) to our internal team on managing and troubleshooting the new payment feature.
Key Functionalities Required:
Cash Transactions:
Accept cash payments.
Connect and operate with cash drawers to facilitate the dispensation and management of cash.
Credit & Debit Card Processing:
Integrate with MxMerchant for card transactions.
Ensure secure processing and storage (if necessary) of card details.
Payment Terminal Integration:
Enable our CRM to communicate and process transactions using payment terminals compatible with MxMerchant.
Checks:
Input and record check details into the CRM.
Implement a system to verify checks (if possible and required).
Gift Cards:
Process transactions using gift cards.
Record and update gift card balances within the CRM.
Desired Developer/Team Qualifications:
Proven experience in integrating payment systems within CRMs or other relevant platforms.
Familiarity with MxMerchant API and its integration.
Understanding of secure coding practices, especially when dealing with financial transactions.
Strong problem-solving skills and the ability to adapt to unique in-house CRM structures.
Deliverables:
Fully integrated payment feature within our CRM.
Thorough documentation detailing the new payment system's workflow, functionalities, and integration points.
A post-integration test report validating the correct function of all new features.
Training (if necessary) to our internal team on managing and troubleshooting the new payment feature.