Payment Automation for CRM & Billing Platforms
DataFi Payments connects to your CRM and billing software so your teams can trigger, track and reconcile payments without leaving the tools they use every day.
Connect Your CRM or Billing Platform
Click any integration to learn more.
Salesforce
Trigger payments and track collections inside Salesforce.
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Zoho
Sync DataFi Payments with Zoho Books and CRM.
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Hyfin
Integrate DataFi Payments with Hyfin for streamlined operations.
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BillerGenie
Automate billing and invoicing with BillerGenie.
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Why Sales & Finance Teams Choose DataFi
Close deals faster and collect payments without the back and forth.
Payments Inside CRM
Trigger and track payments without leaving your CRM.
Automated Collections
Payment reminders and retry logic run without manual work.
Faster Cash Flow
Get paid sooner with frictionless payment options in invoices.
Full Audit Trail
Every payment is logged automatically in your CRM.
Ready to Connect Your CRM to Payments?
Tell us which platform you use and we’ll show you how DataFi fits in.