How do consumers make payments after purchasing products in CSM?
I see it’s been a while since this was posted, but I’m wondering—has anyone tried automating payment status tracking in the CSM workflows? I’m looking at ways to link customer profiles with payment history to keep everything in one place. Would love to hear if anyone found a clean way to do that without adding too much custom work.
We ended up syncing our payment workflows using antom.com—it gave us a much simpler way to manage post-purchase steps without building custom solutions. Consumers get their payment instructions right inside the platform, and on our side, the tracking is all automated. Super helpful for reducing confusion and keeping support tickets down.