SmartPortal — InterWeave SmartIntegration Platform

SmartPortal for CRM

Your Customers.
Self-service.
Always on.

The InterWeave SmartPortal delivers a powerful yet easy-to-use configurable integration solution for your CRM customers — with over 48 integrated Merchant Service Providers to choose from, giving your customers total payment flexibility while keeping everything organised in your CRM and financial systems.

A secure, hosted environment where your customers can register, authenticate, view outstanding invoices, and pay — any time, 24 hours a day — with all activity flowing directly into your CRM and financial application.

Explore SmartPortal See Portal Details ↓

48+

Merchant service providers

24/7

Customer self-service access

Manual payment processing

Invoices Payment Methods History Account

Balance Due

$4,280

3 open invoices

Last Payment

$2,100

Mar 1, 2026

Credit Terms

Net 30

ACH / Card on file

InvoiceDue DateAmountStatus

Overdue

INV-10241 · Mar Services
Due: Feb 28, 2026

$1,800

Open

INV-10268 · Apr License
Due: Mar 31, 2026

$1,480

Open

INV-10302 · Consulting
Due: Apr 15, 2026

$1,000

Paid

INV-10198 · Feb Services
Paid: Mar 1, 2026

$2,100

Pay Selected Invoices — ACH / Credit Card

48+

Merchant service providers

24/7

Always-on customer self-service

100%

Uptime — Rackspace Managed Hosting

✓

PCI-DSS & HIPAA compliant

How SmartPortal works

From customer login to payment recorded.

The SmartPortal manages the entire customer payment journey — from secure login to transaction posting — without any manual intervention from your team.

Customers register and authenticate through the SmartPortal using the same permissions hierarchy as your CRM administration setup — no separate credential management.

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Review Outstanding Invoices

Customers see their outstanding invoices, due dates, and account balance — pulled directly from your CRM in real time. Complete payment history and status for every invoice.

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Make Payment

Customers pay via ACH, credit card, debit card, or mobile wallet — processed against your Merchant Service Provider. Any amount, any time, 24 hours a day.

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Automatic CRM & Financial Update

Transaction Records are created in your CRM. These Sales Receipts are then transferred to your Financial Application — QuickBooks, Sage, MS Dynamics, and more — automatically.

Building upon success

Seamless integration between your CRM and Merchant Service Providers.

The InterWeave Customer Payment Portal provides a secure environment, with seamless integration between your CRM and Merchant Service Providers — allowing real-time ACH/Credit Card payments integrated with your Accounts, Contacts, Opportunities, and Products, and then with your Financial Applications.

The Customer Payment Portal is directly integrated with your CRM Account, Contact, Opportunity, and Product Objects. It's a java application that provides the data structure, workflow, and complex processing logic necessary for fast, reliable, and secure transmission of transaction data.

Once configured, the SmartPortal is available 24/7 for processing transactions — managing routing just like a traditional credit card terminal, but using the Internet.

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Secure, Hosted Environment

A fully hosted, PCI-DSS and HIPAA compliant payment environment. Sensitive card data is never stored in your CRM — all processing happens through your configured Merchant Service Provider.

Custom-Branded for Your Business

The SmartPortal can be custom-branded for your business or nonprofit — giving your customers a seamless experience that reflects your brand, not InterWeave's.

Real-time CRM Sync

Every payment creates a Transaction Record in your CRM immediately — linked to the Account, Contact, Opportunity, and Invoice — with no manual data entry by your team.

Financial Application Integration

Payment records flow automatically to QuickBooks, Sage, MS Dynamics, Oracle, and other financial applications — creating Sales Receipts without any manual posting or reconciliation.

Multiple MSPs Simultaneously

Support multiple Merchant Service Providers at the same time — routing different payment types, customers, or business units to different processors based on configurable business rules.

Portal capabilities

A solution that works as hard as you do.

The InterWeave SmartPortal delivers powerful yet easy-to-use configurable integration with your Merchant Service Providers, CRM, and financial applications — with security and reliability built in at every layer.

// Online Payment Acceptance

Enables small businesses, nonprofits, and organisations to accept online payments or donations through a secure, hosted portal — with minimal technical setup to link from an existing website.

// Multiple Payment Methods

Real-time credit cards, debit cards, mobile wallets, ACH/EFT, and single payments from checking or savings accounts (processed as Web ACH transactions) — all through one configurable portal.

// Customer-Selected Amounts

Enhances customer convenience by allowing consumers to select the amount of the transaction — enabling partial payments, overpayments, and donation-style flexible-amount acceptance.

// CRM Permissions Hierarchy

Utilises the same authentication and permissions hierarchy as your CRM administration setup — ensuring customers only see their own accounts, invoices, and payment history, with role-based access control.

// Invoice Management

Customers review outstanding invoices, due dates, and payment history — all pulled in real time from your CRM. Pay individual invoices, select multiple, or pay the full balance in a single transaction.

// Paperless Processing

Streamlines payment processes and reduces paper use — no printed invoices, no mailed cheques, no manual receipt generation. Everything digital, automatic, and reconciled in real time.

Payment portal details

48+ Merchant Service Providers. One portal.

Connecting your CRM to a Customer Payment Portal is typically beyond the expertise and technical resources of most businesses. Instead, customers can easily integrate the InterWeave SmartPortal with their CRM and their payment processors — without custom development.

ACH / EFT

Credit Cards

Debit Cards

Mobile Wallets

Checking Account

Savings Account

Donation Amounts

Partial Payments

Supported Merchant Service Providers (48+)

Authorize.net Chase Paymentech First Data PayPal Transfirst Nuvei Run Payments Stripe Moneris + 39 more

Transaction flow — CRM to Financial Application

01 Customer authenticates via SmartPortal using CRM permissions hierarchy

02 Outstanding invoices loaded from CRM Account / Contact / Opportunity objects in real time

03 Customer selects invoices and payment method — ACH, credit card, debit, or wallet

04 SmartPortal routes transaction to Merchant Service Provider — processed securely via Internet

05 Transaction Record created in CRM — linked to Account, Contact, Opportunity, and Invoice

06 Sales Receipt posted to Financial Application — QuickBooks, Sage, MS Dynamics, Oracle, etc.

Portal editions

Which Portal Edition is right for your business?

The good news? InterWeave supports them all. Our configurable Cloud Integration Solutions are not fixed — we constantly update based on conversations with our customers to understand their needs, refine their solutions, and improve our offerings.

Salesforce Edition

Salesforce Customer Portal

The Salesforce SmartPortal edition integrates directly with Salesforce Accounts, Contacts, Opportunities, Products, and custom objects — giving your Salesforce customers a seamless self-service payment experience with full CRM writeback.

Direct integration with Salesforce Account, Contact, Opportunity & Product objects

ACH/Credit Card payments against Salesforce invoices and opportunities

Transaction Records created in Salesforce on payment completion

Sales Receipts transferred to connected financial application automatically

Salesforce permissions hierarchy for secure customer access

Custom branding to match your Salesforce Experience Cloud

Creatio Edition

Creatio Customer Portal

The Creatio SmartPortal edition integrates directly with Creatio CRM's Account, Contact, Opportunity, Order, and Invoice objects — providing Creatio customers with a branded self-service portal that handles all payment types through 48+ MSPs.

Direct integration with Creatio Account, Contact, Order & Invoice objects

ACH/Credit Card payments processed against Creatio invoice records

Payment Activity records created in Creatio on completion

Automatic sync to QuickBooks, Sage, or MS Dynamics financial application

Creatio CRM permissions for customer-level secure access

Custom branding with Creatio portal design standards

Who benefits

Built for every type of organisation.

The InterWeave SmartPortal is designed for any organisation that collects payments from customers, members, donors, or citizens — regardless of size or industry.

// Small Businesses

Accept online payments without building custom payment infrastructure

Reduce inbound billing calls with self-service invoice review

Automatically reconcile payments to QuickBooks or Sage

Minimal technical setup — link from your existing website

// Nonprofits & Associations

Accept donations online with flexible customer-selected amounts

Membership dues and renewal payments — fully automated

Custom-branded donor portal reflecting your organisation's identity

Full audit trail for nonprofit financial compliance requirements

// Enterprise & B2B

Give large account customers self-service access to their invoice portfolio

Support multiple Merchant Service Providers simultaneously

Complex permissions hierarchy matching your CRM account structure

Automatic posting to enterprise ERP — Sage, MS Dynamics, Oracle

Security & compliance

🔒

PCI-DSS Compliant

All payment data processed through Rackspace Managed Hosting — fully PCI-DSS certified. Sensitive card data never stored in your CRM or exposed to your internal systems.

🏥

HIPAA Certified

Rackspace Managed Hosting provides HIPAA compliance — enabling the SmartPortal for healthcare providers, patient payment collection, and sensitive medical billing workflows.

⚡

100% Uptime Guarantee

Rackspace provides a 100% uptime guarantee. The SmartPortal is available 24/7 — no maintenance windows, no payment downtime, no customer-facing outages.

🔐

CRM Auth Integration

Customers authenticate using the same security model as your CRM — no separate password management, no additional credentials, and role-based access to their own data only.

Give your customers self-service

Your customers.
Paying themselves.

Deploy the InterWeave SmartPortal and give your customers a branded, secure, self-service payment portal — connected to your CRM and financial systems, available 24/7.

Request a Demo View Customer Portal ↗

48+ merchant service providers Custom-branded portal PCI-DSS & HIPAA compliant Salesforce & Creatio editions No manual reconciliation

Your Customers.Self-service.Always on.