Payment-link context
Create and track payment actions from the opportunity workflow.
CRM · Payments and GST context
Keep commercial follow-through connected to the deal.
Maintain India-ready payment and invoicing context alongside the customer relationship so the team can follow an opportunity through to collection.
GST-ready records
Keep the commercial information needed for Indian business workflows connected to the customer.
Clear payment status
Give the team visibility into the commercial next step after a deal progresses.
How it fits the workflow
A practical path from information to action.
1
Confirm the commercial details on the deal
2
Create the required payment action
3
Keep the status visible to the sales team
4
Continue follow-through from the same customer record