Secure Customer Data Management

Secure Customer Data Management

Use Client Relationship Manager (CRM) to tokenize and store your customers’ payment information on our secure servers. Simplify your PCI DSS compliance as well as the payments process for returning customers and recurring transactions.

Additional Service: FREE

Have a Question? (844) 814-0424

Features & Benefits

Why should you enable (CRM) for your business?

Account Updater

CRM works with Account Updater to automatically update your customers’ card-on-file information. When your customers’ credit card data is current, you keep getting paid.

Process Recurring Transactions or Usage Charges

You bill your customers different amounts or on different days each month, or only when the service is used. (e.g. utility companies or pay-as-you-go cell phones)

Store Customer Data

You want to provide returning customers with the convenience of not having to re-enter their personal data every time they visit your Web site.

Provide Payment Flexibility

Your customers can store multiple payment methods for repeat purchases.

Save Multiple Shipping Locations

Your customers can also save multiple shipping locations.

Simplify PCI Compliance

You are concerned with PCI compliance and protecting your customers’ confidential information.

How CRM Works

CRM supports customer profiles that include billing, payment and shipping information. Each profile is stored on our secure servers and assigned an ID that is used in place of all customer information. Each customer profile can include up to 10 payment profiles and up to 100 shipping profiles.

You can manage customer profiles and issue transactions manually from within the Merchant Interface, or integrate your Web site or other application using an Application Programming Interface (API). Additionally, in the Merchant Interface you can view and search for customer profiles as well as review a profile’s transaction history.

New Accept Customer Hosted Solution

The Accept Customer Hosted option further alleviates the scope and complexity of PCI DSS compliance. It provides a way for you to establish a hosted connection with SecureTeller that allows the exchange of sensitive cardholder data to happen completely on our secure servers instead of your own. Your customers can enter sensitive data directly onto SecureTeller-hosted pages without leaving your website.

There are three ways to implement the Accept Customer Hosted solution:

  1. Re-direct the customer to an SecureTeller hosted page to manage payments and shipping all on one page.
  2. Open the SecureTeller hosted page in a lightbox popup on your web page so that the customer can manage payments and shipping all within one popup.
  3. Use an iframe to display the SecureTeller hosted page within your web page so that the customer can add or edit individual payment profiles and shipping addresses.

Note: Integrating the CRM API to your Web site requires the expertise of a Web developer. The API Documentation is available in our Developer Center. Your Web developer will be able to assist you with integrating the API to any proprietary systems you may be using, setting up customer accounts with user names and passwords, or designing other means for matching a returning customer to their stored profile.

For more information on the using our hosted form with customer profiles, please refer to our API Reference.

Please consult your Web developer for more information to help you.