Unite: Hybrid Automation for Secure Phone based Card Payments

Our Unite payment solution allows your staff to take secure payments by incorporating our Automated payment solutions but without having to change your existing telephone network.

During a live call your agents can collect most of the payment details required from your customer, and then at the point the secure card details are required our secure platform takes over to process the payment with your Payment Service Provider

The system is easy for agents to use, and frees them up to process further calls whilst the previous customer is completing their purchase.

Key Features & Benefits
  • Fully PCI compliant for security

  • Frees up agents to handle new enquires

  • No customer card details entering agent’s homes or your premises

  • Agent gets immediate notification of payment status – authorised or declined

  • Only equipment required is a screen and an internet connection, no new hardware required

  • Take payments from any location and at any time

Step by Step Guide to how the Unite Service Operates

You continue to communicate with your customer as you were

At the point of payment your agent creates a payment link on our portal

The agent can confirm to the customer how they will send the payment link

Agent sends the payment link to the customer

The customer follows the link and enters their payment card details

The secure platform processes the payment with your PSP

The agent is informed of the payment status and can relay this to the customer

We can send the payment details to your CRM, if required

You can continue to communicate with the customer as necessary

Transaction Management

Once a payment has completed we can send the transaction record directly to your CRM, or if you prefer we can send you a nightly batch of transactions. We have various options available to suit your systems, including direct API integration and Secure File Transfer Protocols (SFTP).

In additional to the automated transaction reporting, and the reporting available from your Payment Service Provider (PSP), you can also use our online portal to view and download historic and up to the minute transactions.


You can search for, view all and drill down into each transaction processed, providing an invaluable resource for both finance and customer service teams.

Frequently asked questions

Can we integrate this solution into our CRM directly.

Yes, the solution supports API integration so your systems can send requests to use and we can generate the Payment Link and send the SMS.

How do I know whether the payment has been processed

Once the customer has completed the payment we instantly send an email to the agent, or update your CRM directly via an API with all the PSP gateway messages and authorisation codes.

Can I use my existing Merchant Account?

You can use your an existing merchant account, or if you are new to card payments we can introduce you to a number of our merchant partners. However we will need to integrate through one of our existing Payment Service Providers partners as not all providers offer the same level of integration.