Full payment control with Waytobill & Upright
Unleash the full potential of your CRM by integrating it with Waytobill. Automate processes to monitor donations in real-time, follow up with donors on the spot and improve relationships with your supporters.
The integration between Waytobill and Upright allows organisations to collect and monitor payments in real-time by signing customers for Digital Autogiro. Learn how our integration can help you increase conversion rates and improve customer lifetime value.
Centralised data
Improve donor lifetime value by receiving real-time payment information directly in Upright. Forget about switching between platforms - with Waytobill, you can access all payment information from your CRM.
Improved customer experience
Better manage donor lifecycle, onboarding, donations, and donor support. Automated processes will reduce your administrative workload.
Improve results
Follow up with donors whose donations are pending by monitoring real-time data. Bring more donations to a close and sign prospects up for recurring payments to improve conversion and retention rates.
Telesales checkout from the Upright CRM
- Sales agent dials a customer's number available in the CRM.
- A payment link is sent from the CRM directly to the customer's phone as a text message.
- Customer opens a Waytobill's checkout pre-filled with their data pulled from the CRM.
- Customer completes the checkout and the registration is confirmed.
- New customer data is synchronised with the CRM and the onboarding process gets started.
Website - Online channel
- A form inserted on a merchants' website collects customer data and sends it to the CRM.
- The data is used to open a Waytobill's checkout pre-filled with the data provided in the previous step.
- Customer completes the checkout and registration is confirmed.
- The new customer data is synchronised with the CRM and the onboarding process gets started.
QR Codes - Physical channels
- Potential customers scan a QR code printed on a letter, poster, flyer, billboard or shown on screen.
- The QR code redirects the user to a Waytobill checkout, which can be pre-filled with the customer's data (for example, if the QR was printed on a personal letter).
- Customer completes the checkout and the signup is confirmed.
- The new customer data is synchronised with the CRM and the onboarding process gets started.
One-click payment
Remove friction and get full control of your sales process by letting leads pay for the order while you are on the phone call - or instantly after.
- Send a payment link via SMS or email directly from Upright
- Accept payments in real-time on the dialer
- Follow the status of the payment
- Combine agreement and payment in the same solution
Don't believe it. See it.
Gain full control of the payment status in your sales system.
Digital Autogiro
Waytobill's Digital Autogiro makes it easier than ever to increase conversion and retention rates. Say "goodbye" to long paper and web forms and welcome Sweden's most effective way of boosting subscription volume. Opt for Digital Autogiro and forget about losing customers due to expired cards.
Digital Autogiro
Waytobill's Digital Autogiro makes it easier than ever to increase conversion and retention rates. Say "goodbye" to long paper and web forms and welcome Sweden's most effective way of boosting subscription volume. Opt for Digital Autogiro and forget about losing customers due to expired cards.
Digital AvtaleGiro
Opt for Digital AvtaleGiro integrated with Waytobill's subscription engine and benefit from payment punctuality, higher conversion rates, and customer retention. Digital AvtaleGiro offers convenience for both businesses and customers.
SEPA Direct Debit
The efficient Euro-based payment method simplifies cross-border recurring transactions and allows efficient, cost-effective transfers across participating European countries, including the Nordics and beyond.
Deliver invoices to clients in a structured sequence of steps with Waytobill's Multi-Channel Invoicing. We take care of optimising the invoice payment flow and transitioning clients to direct debit, while you get to focus on growing your business.
Following the Nordic market evolution and our merchants' requirements we can also activate other recurring payments such as card, Vipps, MobilePay. We will offer Recurring Swish as soon as it's available.
How Waytobill and Upright Simplify Payment Process for Organisations
The integration between Waytobill and Upright allows organisations to collect and monitor payments in real-time by signing customers for Digital Autogiro. Learn how our integration can help you increase conversion rates and improve customer lifetime value.
