Get Started - Introduction

What is Switch Transact?

SwitchTransact is an all-in-one platform for Payments, Collection, CRM and Billing.

What Can I do with Switch Transact:

  • Payments and Collections 

Automate the entire billing and payment collection process from client sign-up to settlements.

  • Automated Massaging 

Automate messages and campaigns for effective marketing to your leads and existing customers.

  • Enterprise Reconciliation

Connect Switch Transact to your bank account for real-time statement reconciliations.

  • Multi-Channel Messaging

Send and receive messages through multiple channels like Emails, SMS's and WhatsApps.

  • Custom Integrations 

Integrate with our compressive API built on GraphQL for full control.

Here are the 7 Steps to get you started.

Please click on each link to open a new window.

  1. Add Accounts or Leads
  2. Create a marketing list
  3. Clean and validate your data
  4. Connect your message providers
  5. Send your first message
  6. Create a product
  7. Link payment methods

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