CRM + payment automation = Effortless financial operations
Effortless integration with your CRM operations, encompassing marketing, sales, customer service, and opportunities. From calendars and tasks to communication, alerts, and notifications—everything is unified in one easy-to-use, configurable banking CRM tool for Salesforce.
Powerful Communication Templates
Trigger personalized communication based on payment status, reminding customers about upcoming due dates or confirming successful transactions.
Calendar Integration
Effortless integration with Salesforce Calendar to streamline reminders, follow-ups, and timely actions on critical business processes.
Payment Reminders & Notifications
Send automated payment reminders via email, text message, WhatsApp or push notifications, prompting customers to make timely payments and reducing the risk of delinquency.
Standard and Custom SOPs
Out-of-the-box designed to work with standard objects like Leads, Contacts, Account, Opportunity etc. REDA Pay open architecture allows to integrate banking workflows to any custom objects or process.
Information sharing for enhanced collaboration and financial optimization
Seamless Information Sharing
Seamless information sharing across departments, teams, and stakeholders, breaking down silos and fostering a collaborative environment.
Centralized Data Repository
A centralized data repository that offers a single source of truth for all financial information, ensuring data accuracy, consistency, and accessibility.
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Real-time Consistent Data
Get access to real-time data and more importantly consistent data - critical to make correct and informed decision making.
Maximising ROI with CRM, banking and accounting automation
+500% ROI achieved
Unlock your potential with REDA Pay!
Ready to unlock efficiencies, eliminate redundancies, and enhance compliance!
Ready to ignite your financial journey with blazing speed? Choose REDA Pay for lightning-fast transactions and a seamlessly elevated experience.