Streamlining Sales and Onboarding with Zoho CRM and Enterprise SaaS Integrations
A fast-growing fintech company providing payment solutions across Australia needed a robust CRM to manage their national sales team, streamline customer onboarding, and gain better insights through analytics. They partnered with Flexbox Digital to implement Zoho CRM and integrate it with their core systems to support scalable growth, automation, and operational efficiency.
Optimising Merchant Onboarding and Terminal Sales with Zoho CRM and Enterprise Integrations
Industry
FinTech Payment Solutions
Tech Stack
Zoho CRM
OnBoard by MVSI
Merchant Management System
Deluge Scripting
Custom Scripts
API Integration
Client
FinTech
Services Offered
Zoho CRM Implementation
Workflow Setup, Custom Module Development
Automation & Blueprint Setup
Third-party App Integrations
Customer Support
Canvas Design
Challenge
Disconnected systems and manual processes slowed merchant onboarding and terminal deployment
The company managed sales and onboarding using disconnected tools, resulting in inefficiencies, manual data entry, delays in activating terminal services and customer onboarding. Their teams handled critical onboarding processes—including credit checks, risk reviews, and compliance—through MVSI, a third-party Enterprise SaaS platform. Additionally, merchant account creation and payment terminal assignments were managed in a separate internal system, with no central view of customers, terminals, or merchant transaction details.
Solutions
Unified Zoho CRM with custom integrations to streamline sales, onboarding, and terminal management
Flexbox Digital implemented a customised Zoho CRM solution, transforming it into a centralised platform to manage the entire customer lifecycle—from lead capture to terminal activation. The CRM was tailored to support both sales and operations teams, offering a unified view of customer, terminal, and transactional data. Key features and integrations included:
MVSI API Integration: Seamlessly connected Zoho CRM with the MVSI onboarding platform to automate offer generation, KYC, identity verification, beneficial ownership, compliance and approval workflows.
Merchant Creation System Integration: Enabled direct creation and activation of merchant accounts from within the CRM, reducing delays and eliminating data duplication.
Terminal Management: Custom modules were developed to track terminals, models, deployment status, and related customer associations.
Transaction & Fee Tracking: Enhanced the CRM to capture and manage merchant-specific transaction details such as fee percentages, rate plans, contract terms, etc.
This fully integrated CRM system allowed teams to work more efficiently, improve accuracy, and gain real-time visibility into every stage of the onboarding and merchant activation process.
Results
Faster onboarding, improved efficiency, and full visibility across sales and operations
By implementing Zoho CRM and integrating it with MVSI and internal systems, the fintech company significantly improved onboarding efficiency, terminal tracking, and sales visibility. Flexbox Digital’s end-to-end solution helped unify customer data, reduce onboarding times, and enable scalable growth with full operational oversight.
