CRM Overview


CRMs, or Customer Relationship Management systems, are softwares that act as platforms for businesses to manage customer information and analytics. There are hundreds of CRMs available for purchase and many of them are specialized for specific industries. CRMs often allow payment processors to integrate into their software to handle the card payments. For example, your primary care physician is able to set appointments, manage medical records, and toggle between patients inside of their specific software, with Stax by Fattmerchant they can also process payments inside that same software.


Compatible Gateways & Software

Stax utilizes 5 key platforms for integration:

  1. NMI
  2. Forte
  4. TSYS
  5. First Data

These platforms allow us to integrate into more than 90% of CRMs on the market! A few popular CRMs that Stax supports are:

  1. NetSuite
  2. Salesforce
  3. Infusionsoft