Track customer spending and payment methods in one place
<p>Wallet & Card Management connects customer payment data directly to your CRM. See what customers spend, when they pay, and which cards they use—without leaving your contact records.</p><p><strong>Cut payment admin time.</strong> Stop switching between your CRM and payment systems. Manage refunds, update payment methods, and flag failed transactions from your pipeline.</p><p><strong>Reduce payment errors.</strong> Catch duplicate cards, expired methods, and bad transactions before they cause problems. Keep customer payment info current automatically.</p>
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