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<form role="search" method="get" class="et-search-form" action="https://findock.com/">
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Text Content

 * Industry solutions
   * Insurance
   * Education
   * Energy & Utilities
   * Memberships
   * Fundraising
   * Social Housing & Real Estate
   * Communications
 * Product features
   * Online Payments
   * Direct Debit
   * Virtual Terminal (MOTO)
   * Bank Statement Matching
   * Gift Aid
   * Outbound Payments
   * FinDock factsheet
 * Stories & Events
   * Blog
   * Customer stories
   * Reviews
   * Events
 * Support
   * Support centre
   * Knowledge base
   * Trailblazer community
 * Partners
   * Find an Implementation Partner
   * View Integration Solutions
   * Become a Partner
   * FinDock Academy for Partners
   * FinDock Demo App
   * Newsletter sign-up
 * Company
   * About
   * Careers
   * News
   * Brand kit
   * Legal
   * Contact
 * Get Started


Select Page
 * Industry solutions
   * Insurance
   * Education
   * Energy & Utilities
   * Memberships
   * Fundraising
   * Social Housing & Real Estate
   * Communications
 * Product features
   * Online Payments
   * Direct Debit
   * Virtual Terminal (MOTO)
   * Bank Statement Matching
   * Gift Aid
   * Outbound Payments
   * FinDock factsheet
 * Stories & Events
   * Blog
   * Customer stories
   * Reviews
   * Events
 * Support
   * Support centre
   * Knowledge base
   * Trailblazer community
 * Partners
   * Find an Implementation Partner
   * View Integration Solutions
   * Become a Partner
   * FinDock Academy for Partners
   * FinDock Demo App
   * Newsletter sign-up
 * Company
   * About
   * Careers
   * News
   * Brand kit
   * Legal
   * Contact
 * Get Started




WELCOME TO FINDOCK


THE WORLD OF CUSTOMER PAYMENT HAPPINESS



If payments aren’t part of your CRM, you’re missing a vital connection to your
customers. Payments are more than a transaction. They’re opportunities to
strengthen relationships, boost loyalty, and spark growth. By integrating
payments, you gain real-time insights that fuel your entire customer journey,
from personalized marketing to efficient customer service.

Get Started


Trusted by 300+ companies from nonprofit to enterprise




WHY PAYMENTS BELONG IN YOUR CRM

If payments aren’t part of your CRM, you’re missing a vital connection to your
customers. Payments are more than a transaction. They’re opportunities to
strengthen relationships, boost loyalty, and spark growth. By integrating
payments, you gain real-time insights that fuel your entire customer journey,
from personalized marketing to efficient customer service.




WHAT WE DO

 

FinDock places payments at the core of Salesforce, transforming your CRM into a
powerful engine for customer interactions. With seamless integration, you access
real-time payment data that drives personalization. Whether it’s crafting
targeted marketing campaigns or resolving payment issues quickly.



ACCEPT PAYMENTS

 * Create & launch Payment Pages in Salesforce
 * Access powerful Payments API
 * Create and send payment requests or payment links from Salesforce
 * Offer a range of payment options, including Direct Debit, Credit Card, and
   online methods like iDEAL, Bancontact, Sofort, and many more

PROCESS PAYMENTS

 * Connect to payment processors and banks in Salesforce
 * Create bank collection files
 * Process and automate one-time and recurring payments
 * Manage direct debit collection natively in Salesforce

RECONCILE PAYMENTS

 * Import bank files and reconcile with CRM data
 * Automatically reconcile payments through payment service providers
 * Customise matching rules to align to your needs
 * Manually matching where required

FinDock supports a wide range of international and local payment methods and
processors across Europe, the UK, and the US. For a complete overview of
compatible payment solutions, please refer to our factsheet.


THE FINDOCK ADVANTAGE:


EVERY DEPARTMENT THRIVES

 

When payments are embedded into Salesforce, it creates a spiral of success that
benefits every part of your organization.





SALES & MARKETING

Personalize campaigns, follow-ups, and journeys with real-time payment data,
enhancing customer insights and increasing conversion rates.

SERVICE

Resolve payment-related inquiries faster, with fewer errors and more satisfied
customers, thanks to complete payment visibility within Salesforce.

FINANCE

Spend less time on reconciliation and enjoy automated processes that reduce
errors and boost efficiency. With FinDock, payment operations are faster,
simpler, and more accurate.

IT

Simplify integrations, reduce manual tasks, and future-proof your tech stack
with FinDock’s seamless architecture. Never worry about payments again.

SALES & MARKETING

Personalize campaigns, follow-ups, and journeys with real-time payment data,
enhancing customer insights and increasing conversion rates.

SERVICE

Resolve payment-related inquiries faster, with fewer errors and more satisfied
customers, thanks to complete payment visibility within Salesforce.

FINANCE

Spend less time on reconciliation and enjoy automated processes that reduce
errors and boost efficiency. With FinDock, payment operations are faster,
simpler, and more accurate.

IT

Simplify integrations, reduce manual tasks, and future-proof your tech stack
with FinDock’s seamless architecture. Never worry about payments again.

SALES & MARKETING

Personalize campaigns, follow-ups, and journeys with real-time payment data,
enhancing customer insights and increasing conversion rates.

SERVICE

Resolve payment-related inquiries faster, with fewer errors and more satisfied
customers, thanks to complete payment visibility within Salesforce.

FINANCE

Spend less time on reconciliation and enjoy automated processes that reduce
errors and boost efficiency. With FinDock, payment operations are faster,
simpler, and more accurate.

IT

Simplify integrations, reduce manual tasks, and future-proof your tech stack
with FinDock’s seamless architecture. Never worry about payments again.






WE WORK WITH ALL SALESFORCE CLOUDS AND INDUSTRIES

Insurance

Memberships

Fundraising

Education

Energy

Communications

Housing


INSURANCE

 

Efficient policy payments that streamline operations across departments.


Read more


Placing payments in the heart of Salesforce allows insurers to align policy
management with service and support, improving efficiency and customer
satisfaction.

Centralized payments: manage premium payments directly in Salesforce, uniting
your service, sales, and marketing teams around customer data.

Recurring premiums, on track: automate recurring premium payments and track
every interaction, from sales to support.

Payment choices: offer policyholders multiple payment options—cards, bank
transfers, or Direct Debits.

Automated reminders: no more chasing missed payments—automated follow-ups keep
premiums up-to-date.

Policy insights in real-time: integrate payments with customer data for a
complete view that boosts upsell opportunities and customer loyalty.

MEMBERSHIPS

 

Make membership payments effortless while improving service and retention.

Read more


FinDock in Salesforce centralizes membership payments, creating a more cohesive
experience across marketing, service, and support teams.

Streamlined payments: automate membership fees and link payment data with
Salesforce to provide a seamless experience across service, marketing, and
support.

Flexible payment options: members choose how they pay—cards, bank transfers, or
Direct Debits.

Membership upgrades, simplified: handle one-time payments for upgrades or
adjustments in seconds, linked to your member data in Salesforce.

Better retention: use payment insights to improve member engagement and
personalize offers, increasing loyalty.

Automated payment reminders: missed fees? No problem—automated reminders ensure
you stay on top of membership renewals.

FUNDRAISING

 

Seamless donations, better engagement, and a 360° view of your donors.


Read more


With FinDock, integrating payments in Salesforce doesn’t just make donations
easier, it also streamlines your marketing, service, and engagement efforts,
leading to more effective fundraising.

One platform, all donations: centralize donor payments and data in Salesforce,
linking marketing, service, and engagement for a better donor experience.

Recurring donations, simplified: automate recurring donations for increased
donor loyalty, without the manual follow-up.

Payment flexibility: let donors choose how they give—cards, bank transfers,
Direct Debits—it’s their call.

Real-time insights: use payment data to optimize donor journeys across your
entire organization.

Automated follow-ups: never miss a donation with built-in reminders for failed
payments, ensuring continued support.

EDUCATION

 

Streamline tuition management and create a better experience for students and
staff.


Read more


Payments in Salesforce help educational institutions align student onboarding,
support, and marketing for a better overall experience.

One system, every payment: centralize tuition and fees in Salesforce, aligning
finance, student services, and marketing teams.

Recurring tuition, handled: automate tuition payments, so students (and staff)
have one less thing to worry about.

Flexible payment options: students choose their payment method—cards, Direct
Debits, or digital wallets.

Smart payment tracking: payment data connects seamlessly with student profiles,
enabling better engagement and retention strategies.

Automated follow-ups: missed payments? Built-in reminders handle it, reducing
manual workload and improving cash flow.

ENERGY

 

Seamless utility payments that connect finance, customer service, and
operations.


Read more


With FinDock in Salesforce, energy companies can link payments, support, and
customer engagement to streamline processes and boost loyalty.

One system, all payments: Manage recurring utility payments for electricity,
gas, and water, centralizing data for finance, service, and marketing teams.

Automate recurring payments: Keep the lights on—automate utility bill payments,
ensuring smooth transactions every billing cycle.

Flexible payment channels: Let customers choose how they pay—Direct Debits,
cards, or bank transfers.

Service-linked payment data: Integrate payments with customer service requests,
making issue resolution faster and more efficient.

Automated follow-ups: Missed a payment? Automated reminders keep bills up to
date, reducing manual effort.

COMMUNICATIONS

 

Effortless subscription payments, keeping customers connected and engaged.

Read more

Placing payments within Salesforce for communication services ensures seamless
coordination between sales, service, and marketing teams.

Centralized billing: automate subscription payments for mobile, internet, and
communication services in Salesforce, linking finance, service, and sales.

Recurring payments, handled: ensure seamless, recurring payments for
uninterrupted services, improving customer satisfaction.

Flexible payment options: customers choose their method—cards, Direct Debits, or
digital wallets—making payments easier for everyone.

Better customer engagement: payment data connects with service and marketing,
enabling personalized interactions and reducing churn.

HOUSING

 

Simplified rent payments that connect your tenant relationships with marketing,
service, and finance.

Read more

Housing organizations can streamline payments and improve tenant engagement by
integrating FinDock with Salesforce, enhancing service and marketing efforts.

Centralized rent payments: manage recurring rent payments, tenant data, and
service requests all in one place, improving efficiency across departments.

On-time, every time: automate rent payments and avoid late fees, ensuring
tenants stay happy and your operations run smoothly.

Flexible payment methods: tenants can pay via cards, Direct Debits, or bank
transfers, providing flexibility and convenience.

Service-linked payments: sync payments with tenant service requests to
streamline operations across your teams.


FINDOCK: YOUR LAST TECHNOLOGY CHOICE FOR PAYMENTS

 

FinDock is natively built within Salesforce, meaning your payment data is fully
integrated into your CRM. No more juggling multiple systems or dealing with
fragmented payment processes. FinDock is your final technology decision when it
comes to payments. Why?





ONE PLATFORM FOR ALL PAYMENTS

Whether it’s online or offline, one-time or recurring, FinDock handles it all
within Salesforce. No more switching between platforms.

EASILY ADD NEW PAYMENT METHODS

As new payment methods emerge, you can simply “Dock it in.” With FinDock, future
payment options are no longer a challenge, they’re an opportunity.

CUSTOMERS PAY THEIR WAY

Your customers can pay using any preferred method, giving them the flexibility
they expect, while you enjoy seamless integration within Salesforce.


EFFORTLESS PAYMENT
INTEGRATION AND
OPTIMISATION IN SALESFORCE

FinDock seamlessly integrates global and local payment providers into
Salesforce, letting you manage payments, toggle methods, and gain real-time
insights. All within your CRM.

Take a look at our factsheet to discover all supported payment methods and
processors.




FINDOCK + SALESFORCE


= HAPPINESS

Placing payments in your CRM creates a ripple effect throughout your entire
organisation. Here’s how:

Work more efficiently: By centralising payment processes in Salesforce, your
team reduces manual tasks, speeding up operations across the board.

Be more effective: With real-time payment data, your teams can respond faster to
customer needs, resolve payment issues more quickly, and improve overall
service.

Increase customer loyalty: By offering personalized, frictionless payment
experiences, you create happier customers who stay loyal longer.

Drive more revenue: Payments become an integral part of your customer
interactions, offering opportunities for upselling, cross-selling, and improved
retention.

Boost ROI: With streamlined operations, higher customer satisfaction, and better
data insights, FinDock helps you achieve a higher return on your Salesforce
investment.

Download our Customer Impact Report



READY FOR CUSTOMER PAYMENT HAPPINESS?



FinDock is trusted by over 300 organisations worldwide, processing over 100
million transactions annually and managing $3 billion in revenue. With a
4.97-star rating on the Salesforce AppExchange, we are the #1 Customer Payment
Management solution on Salesforce. That’s why we sometimes end up with an award
in hand.





Product

FinDock PayLinks
Virtual Terminal (MOTO)
FinDock for Sweden
FinDock for Switzerland

Resources

Support
Documentation
API reference
Customer stories
FinDock Factsheet
FAQ

Partners

FinDock Demo App

Partner Newsletter

FinDock Academy

Become a partner

Company

About
News
Brand
Contact
Careers
Trust & Security
Privacy
Legal