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CRM

Collect payments, logged straight to the contact

Razorpay and PhonePe built in — take payments at the point of sale and see every transaction attached to the contact record automatically.

Payments
₹1.8L
This month
37
Paid
6
Pending
Rahul Sharma · ₹11,999Razorpay · CSP course
Paid
Anita Desai · ₹7,999PhonePe · logged to contact
Paid
Razorpay & PhonePe
In-flow checkout
Payment logging
Full funnel context

Payments live in a different silo

When checkout sits outside your CRM, you lose the thread between who paid and who's still deciding. Convrly logs each payment against the contact, so the full picture is in one place.

Why Convrly

Payments logged to the customer, not a silo

When checkout sits outside your CRM you lose track of who actually paid. Convrly's Razorpay and PhonePe integrations log every transaction against the contact, so paid, pending and still-deciding customers are all visible in one funnel.

Capabilities in depth

What you can do with Payments

Collect with Razorpay & PhonePe

Take payments with India's leading gateways, in-flow, without shipping customers off to a disconnected checkout page.

  • Razorpay & PhonePe built in
  • In-flow checkout
  • India-ready payment methods
  • Secure gateway handling

Every payment on the record

Each transaction attaches to the contact automatically, so you always know who paid, when and for what — right beside their whole history.

  • Transactions on the contact timeline
  • Clear paid / pending view
  • Receipts and records
  • Full funnel context
Payments in action

Know who paid, at a glance

A course seller

A student pays via Razorpay from a WhatsApp link. The transaction logs against their contact instantly, so the seller sees paid, pending and enquiring students in one funnel — no reconciling a payment dashboard against a separate CRM.

  • Razorpay & PhonePe in-flow
  • Every payment on the contact record
  • Paid vs pending visible in one place
  • No payment markup from Convrly
Payments
₹1.8L
This month
37
Paid
6
Pending
Rahul Sharma · ₹11,999Razorpay · CSP course
Paid
Anita Desai · ₹7,999PhonePe · logged to contact
Paid
How it works

Three steps, start to close

01 — Connect

Connect

Add your Razorpay or PhonePe keys in settings.

02 — Collect

Collect

Take payments at the point of sale, in-flow.

03 — Reconcile

Reconcile

Each transaction logs against the contact automatically.

Everything included

In the box

All of this ships as part of the platform — no add-on tiers, no per-feature upsell.

CRM

Razorpay & PhonePe

Collect with India's leading gateways.

CRM

In-flow checkout

Charge without sending people off-platform.

CRM

Payment logging

Every transaction attached to the contact record.

CRM

Full funnel context

See who paid, who enquired, who's mid-decision.

CRM

Receipts & records

A clean history against each customer.

CRM

Works with forms & pages

Wire checkout into any form or landing page.

Questions

Payments — FAQ

Razorpay and PhonePe are built in, covering the main India payment methods.

Yes — every transaction logs against the contact automatically, so paid and pending are visible in one place.

No — gateway fees are charged by Razorpay and PhonePe directly. Convrly adds no payment markup.

Works with

Better together

Launching soon

Own your pipeline. Pay once.

Book a demo and we'll show you the full platform — CRM, automation and AI calling — on one instance. No subscription pitch.