FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different ...

FINANCE SUPERVISOR

3 months ago

Verified

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace of their IP address and also they will be using their personal or corporate email and no one else will be able to see if you use their last name or any other information to accessing to it once they receive the link they can open it they can see it and they can inquire for any other information if this is needed or no and so you or your team the ones that were part of it since the begginig will be able to guide ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support, the site had an issue that day. They reached out to their users to inform us that they were working on the problem. Soon after it seemed to be resolved but for my property there was still a reoccurring issue with filling out the payment form. I reached out to the CEO who had sent the notification about the initial issue to let them know that my property still wasn't corrected ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group form ...

3 months ago

Verified

... I believe that improvement would be in keeping up with processing issues. Every very so often there is an issue with the Payment Processing Software. Where the form may not be able to be completed. With the most recent one they reached out to their users to notify us of the issue. They also allowed us to follow a tracker of updated ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support ...

3 months ago

Verified

... I believe that improvement would be in keeping up with processing issues. Every very so often there is an issue with the Payment Processing Software. Where the form may not be able to be completed. With the most recent one they reached out to their users to notify us of the issue. They also allowed us to follow a tracker ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support, the site had an issue that day. They reached out to their users to inform us that they were working on the problem. Soon after it seemed to be resolved but for my property there was still a reoccurring issue with filling out the payment form. I reached out to the CEO who had sent the notification about the initial issue to let them know that my property still wasn't corrected ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support ...

Project Manager

2 months ago

Verified

... Sertifi is fully PCI compliant. Kaylee was amazing to work with! ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a guest. We tested this by sending a payment link to our own email, and within 3 business ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button would streamline the process, especially for businesses handling high volumes of large documents, and save considerable time. This feature would be a valuable addition to boosting efficiency and user experience. Another issue with Sertifi is that users sometimes receive notifications about older, previously sent documents, which can confuse them, especially if the documents were processed months ago. This can clutter inboxes and create unnecessary follow-up, disrupting workflow and potentially causing concern if recipients think the old document requires action. Improved notification settings or filters would help mitigate this by allowing users to control reminders and notifications for previously completed tasks. Although basic functions are easy to grasp, some users find advanced features slightly challenging to master. Resorts in remote locations with limited ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button would streamline the process, especially for businesses handling high volumes of large documents, and save considerable time. This feature would be a valuable addition to boosting efficiency and user experience. Another issue with Sertifi is that users sometimes receive notifications about older, previously sent documents, which can confuse them, especially if the documents were processed months ago. This can clutter inboxes and create unnecessary follow-up, disrupting workflow and potentially causing concern if recipients think the old document requires action. Improved notification settings or filters would help mitigate this by allowing users to control reminders and notifications for previously completed tasks. Although basic functions are easy to grasp, some users find advanced features slightly challenging ...

Sales Coordinator

1 months ago

Verified

... We love Sertifi for its user friendly credit card authorization. Our clients and colleagues can easily access all the important information at the click of a button. ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service. Anytime I pick ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service. Anytime I pick up the phone or send a quick ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service. Anytime I pick up the phone ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service. Any ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional signers, and add the signature fields. My most favorite part is the service. Anytime I pick up the phone or send a quick email to Faye Comer, she gets right back to me and fix ...

Sales Coordinator

1 months ago

Verified

... I’ve been using Sertifi for several years now and it is a must have tool for all of our CC processing needs. The user interface is clean and intuitive, making it easy to navigate. The transaction speed is impressively fast, allowing my client ...

Sales Coordinator

1 months ago

Verified

... I’ve been using Sertifi for several years now and it is a must have tool for all of our CC processing needs. The user interface is clean and intuitive, making it easy to navigate. The transaction speed is impressively fast, allowing my clients to complete their purchases without any delay. I also really appreciate the Reports End of Day ...

Sales Coordinator

1 months ago

Verified

... A reminder or notification system that alerts me when a credit card form has not been completed after a certain amount of time. This small addition could make a big difference in optimizing the ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a direct impact on the success and morale of my team. Gone are the days of waiting on contracts to come via fax and deposits coming through snail mail. Sertifi ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails ...

Executive Meeting Manager

1 months ago

Verified

... The only room for improvement I think would be an option to include yourself/others on reminders, etc. automatically. The system itself is FANTASTIC - this would just be the one thing I would suggest. And it may already exist!! I also wish there was an option to expire users/take off emails. I understand why we cannot (once they sign or pay something,) but if an employee that has made a payment or signed a document should no longer have access to that company's files/information, this could potentially create some issues. I have not yet run into this exact scenario; the user who was no longer with the company had a corporate ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble ...

Executive Meeting Manager

1 months ago

Verified

... The only room for improvement I think would be an option to include yourself/others on reminders, etc. automatically. The system itself is FANTASTIC - this would just be the one thing I would suggest. And it may already exist ...

Executive Meeting Manager

1 months ago

Verified

... The only room for improvement I think would be an option to include yourself/others on reminders, etc. automatically. The system itself is FANTASTIC - this would just be the one thing I would suggest. And it may already exist!! I also wish there was an option to expire users/take off emails. I understand why we cannot (once they sign or pay something,) but if an employee that has made a payment or signed a document should no longer have access to that company ...

Wedding Sales Executive

1 months ago

Verified

... The payment software is really friendly for both, the hotel and our clients. It guides the clients for no erros and a smooth process for paying and signing any document. ...

Accounts Receivable

1 months ago

Verified

... Payment software ...

Manager, On Property Sales Solutions

12 months ago

Verified

... Sertifi is an easy and intuitive way for hotels to manage event payments with guests and eliminates the back and forth-of the antiquated credit card authorization process of the past. ...

Manager, On Property Sales Solutions

12 months ago

Verified

... Sertifi is an easy and intuitive way for hotels to manage event payments with guests and eliminates the back and forth-of the antiquated credit card authorization process of the past. ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

Catering Manager

3 months ago

Verified

... Sertifi Payment Prooessing ...

Catering Manager

3 months ago

Verified

... Eliminate the required date field that was recently added. Also, the system used to automatically populate past Sertifi booking names but this no longer functions ...

Catering Manager

3 months ago

Verified

... Sertifi Payment Prooessing ...

Catering Manager

3 months ago

Verified

... Eliminate the required date field that was recently added. Also, the system used to automatically populate past Sertifi booking names but this no longer functions ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... Set it up - and forget about it ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... Set it up - and forget about it ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a guest. We tested this by sending a payment link to our own email, and within 3 business days, we got another email notification, titled "reminder" to complete the link we sent to ourselves. It continues after 4 notifications and after that I believe it stops. It's great! We send hundreds of payment links or CCA ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many custo ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button would streamline the process, especially for businesses handling high volumes of large documents, and save considerable time. This feature would be a valuable addition to boosting efficiency and user experience. Another issue with Sertifi is that users sometimes receive notifications about older, previously sent documents, which can confuse them, especially if the documents were processed months ago. This can clutter inboxes and create unnecessary follow-up, disrupting workflow and potentially causing concern if recipients think the old document requires action. Improved ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handles sensitive payment data, and Sertifi’s PCI compliance ensures that payment information is securely processed. This security is critical for resorts that cater to high-value clients and want to protect sensitive data.The software’s capability to handle multiple contracts and payments simultaneously is valuable for resorts, where managing group bookings and large-scale events is common. Sertifi makes it easy to send out vendor contracts and track ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Catering Sales Manager

1 months ago

Verified

... The payment links could be sent out automatically. When we input the upcoming payments, they could automatically be sent out a couple days prior to the due date. ...

Catering Sales Manager

1 months ago

Verified

... The payment links could be sent out automatically. When we input the upcoming payments, they could automatically be sent out a couple days prior to the due date. ...

Owner Relations Administrator

1 months ago

Verified

... Sertifi has reduced the stress tremendously for recipients and senders of receiving and sending payments. ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contracts ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contracts. Forget printing ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a ...

Sales Manager

1 months ago

Verified

... The Best Way to Shorten the Contracting Process ...

Executive Meeting Manager

1 months ago

Verified

... Quick & Easy Payments/Reporting! ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra ...

Wedding Sales Executive

1 months ago

Verified

... Sometimes when the couples already pay they cannot access by the same link, we need to send another one, I think using the same link should give them access to all their payments. ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace of their IP address and also they will be using their personal ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace of their IP address and also they will be using their personal or corporate ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace of their IP address and also they will be using their personal ...

Reservations manager

3 months ago

Verified

... If there was a way to integrate the payment processing with Maestro our PMS it would make billing much faster for us. ...

Reservations manager

3 months ago

Verified

... If there was a way to integrate the payment processing with Maestro our PMS it would make billing much faster for us. ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handles sensitive payment data, and Sertifi’s PCI compliance ensures that payment information is securely processed. This security is critical for resorts that cater to high-value clients and want to protect sensitive data.The software’s capability to handle multiple ...

Sales Manager

1 months ago

Verified

... The system could be more user friendly when it comes to managing multiple signers, especially when there is one person paying the deposits and another signing the contract - furthermore when there ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company ...

FINANCE SUPERVISOR

3 months ago

Verified

... Easy and Safe way to protect your customers transactions ...

Catering Event Manager

3 months ago

Verified

... I would like for it to be easier to see expiration dates, and I wish they would automatically update once you add new documents. Also, I have run into a problem where the "first signer" has changed and it did not let me add a new one. I would enjoy having the option to remove a user who is not necessary on a contract once initially invited. Also, the chat interface could be a bit more interactive and user-friendly. I do some times resent the fact that I receive about 20 emails per signed group I have, but having the receipts ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

Catering Manager

3 months ago

Verified

... Sertifi Payment Prooessing ...

Finance Manager

3 months ago

Verified

... The fraud check is pretty accurate. I really appreciate how detailed the fraud scores are. It makes it very useful when trying to decide what credit cards to accept on property! ...

Reservations manager

3 months ago

Verified

... If there was a way to integrate the payment processing with Maestro our PMS it would make billing much faster for us. ...

Reservations manager

3 months ago

Verified

... If there was a way to integrate the payment processing with Maestro our PMS it would make billing much faster for us. ...

Reservations manager

3 months ago

Verified

... If there was a way to integrate the payment processing with Maestro our PMS it would make billing much faster for us. ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... I like how simple it is to use for myself and my clients. I set up the payment schedule for the year and then I just watch the money come with email notifications. I don't to worry about following up ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as ...

Project Manager

2 months ago

Verified

... Quick and effective communication, when launching new initiates and great support for existing projects. ...

Project Manager

2 months ago

Verified

... The application is user friendly for our teams and guests. Mike Ryan and Anthony Ramirez have been amazing alongside support during our journey. ...

Accounts Receivable

1 months ago

Verified

... Payment Processing ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handles sensitive payment data, and Sertifi’s PCI compliance ensures that payment information is securely ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handles sensitive payment data, and Sertifi’s PCI compliance ensures that payment information is securely processed. This security is critical for resorts that cater to high-value clients and want to protect sensitive data.The software’s capability to handle multiple contracts and payments simultaneously is valuable ...

Owner Relations Administrator

1 months ago

Verified

... I'm pleased with what Sertifi handles and I do not feel improvement is needed at this time. The more tasks I have for my project i will be able to determine if impovement is needed in any area I ...

Owner Relations Administrator

1 months ago

Verified

... Sertifi has reduced the stress tremendously for recipients and senders of receiving and sending payments. ...

Sales Coordinator

1 months ago

Verified

... Simple and Successful ...

Sales Coordinator

1 months ago

Verified

... We love Sertifi for its user friendly credit card authorization. Our clients and colleagues can easily access all the important information at the click of a button. ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy ...

Group Sales Manager

1 months ago

Verified

... Great All Around Tool ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contracts. Forget printing, scanning, and finding a pen, Sertifi provides an efficient way to get my contracts in the hands of the signors, and back to me, with an immediate copy sent to both parties. There is no question as to who signed, as it must go to their email alone, as is timestamped accordingly. Serifi also sends pleasant reminders on both the deposits and contracts to ensure clients keep these important items at the top of mind. I am very pleased with how much Sertifi has grown since I first started using them. The fact that they just keep expanding their services ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a direct impact on the success ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a direct impact on the success and morale of my team. Gone are the days of waiting on contracts to come via fax and deposits coming through snail mail. Sertifi to the rescue. The most ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails - the process is truly so streamlined from start to finish for all of us and all of our clients. Especially since adding the ACH/bank payment feature, the software ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails - the process is truly so streamlined from start to finish for all of us and all of our clients. Especially since adding the ACH/bank payment feature, the software is next to PERFECT for the capabilities and features that we need. We send hundreds ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails - the process is truly so streamlined from start ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails - the process is truly so streamlined from start to finish for all of us and all of our clients. Especially since adding the ACH/bank payment feature, the software is next ...

Executive Meeting Manager

1 months ago

Verified

... The only room for improvement I think would be an option to include yourself/others on reminders, etc. automatically. The system itself is FANTASTIC - this would just be the one thing I would suggest. And it may already exist ...

Wedding Sales Executive

1 months ago

Verified

... Amazing Software ...

Manager, On Property Sales Solutions

12 months ago

Verified

... Sertifi is an easy and intuitive way for hotels to manage event payments with guests and eliminates the back and forth-of the antiquated credit card authorization process of the past. ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options ...

FINANCE SUPERVISOR

3 months ago

Verified

... Easy and Safe way to protect your customers transactions ...

FINANCE SUPERVISOR

3 months ago

Verified

... Easy and Safe way to protect your customers transactions ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long ...

FINANCE SUPERVISOR

3 months ago

Verified

... I believe more options can be added, sometimes it is so basic that you cannot no do more with it, you should be able to add address, phone numbers, but it is very helpful in general. ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long ...

FINANCE SUPERVISOR

3 months ago

Verified

... I believe more options can be added, sometimes it is so basic that you cannot no do more with it, you should be able to add address, phone numbers, but it is very helpful in general. ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were add ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were add ...

Reservations Coordinator

3 months ago

Verified

... use of Serifi Link ...

Reservations Coordinator

3 months ago

Verified

... I love how simple the site is to use and send to the guest. it is also very convenient for them to send payment back to us. It is also one of the most secure ways to send and receive money for ...

Reservations Coordinator

3 months ago

Verified

... I love how simple the site is to use and send to the guest. it is also very convenient for them to send payment back to us. It is also one of the most secure ways to send and receive money for ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a completely ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a completely safe interface for payment, and both my clients and I enjoy that. Guests do seem to understand the sysystem and enjoy that they don't need a unique log in. I think that the message ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a completely safe ...

Catering Manager

3 months ago

Verified

... I like everything about the program except the new required date field. Many of my events are over multiple dates so choosing one date for each event is not always possible ...

Catering Manager

3 months ago

Verified

... I like everything about the program except the new required date field. Many of my events are over multiple dates so choosing one date for each event is not always possible ...

Catering Manager

3 months ago

Verified

... Sertifi Payment Prooessing ...

Finance Manager

3 months ago

Verified

... Search tool could be a bit easier, however, once I learned how to navigate, it's really not too bad. Not many changes are needed in my opinion. ...

Reservations manager

3 months ago

Verified

... I really like how easy it was to set up a link on our website for guests to submit authorizations any time they wanted ...

Reservations manager

3 months ago

Verified

... Sertifi has been great for our credit card autorizations ...

Reservations manager

3 months ago

Verified

... I really like how easy it was to set up a link on our website for guests to submit authorizations any time they wanted ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... I like how simple it is to use for myself and my clients. I set up the payment schedule for the year and then I just watch the money come with email notifications. I don't to worry about following up or sending reminders or receipts because Sertifi completes those tasks for me! If a client needs to update ...

3 months ago

Verified

... Sertifi has been a great everyday tool for my role ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support, the site had an issue that day. They reached out to their users to inform us that they were working on the problem. Soon after it seemed to be resolved but for my property there was still a reoccurring ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy to use. The signers find it easily understandable. They recently added more selections for group forms, our property also appreciates that multiple languages that are available. As we often have many guests who arrive over from all over the world to visit companies in our area that we have a relationship with. It helps maintain our relationships through providing an additional form of payment when using a card that is not from the US. Recently there was an instance where I had to reach out for support, the site had an issue that day. They reached out to their users to inform us that they were working on the problem. Soon after it seemed to be resolved but for my property there was still a reoccurring issue with filling out the payment form. I reached out to the CEO who had sent the notification about the initial issue to let them know that my property still wasn't corrected form the problem. He quickly responded with in minutes. He directed the issue to the correct person. That was in the afternoon, by morning the issue was corrected. I resent the files from the previous day. I have had no issues ...

3 months ago

Verified

... Sertifi has been a great everyday tool for my role ...

3 months ago

Verified

... Sertifi has been a great everyday tool for my role ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... Navigating the site is quite straightforward and user-friendly. Additionally, working with Kaylee Jones has been a fantastic experience! She’s attentive to our needs, patient, and incredibly knowledgeable. She’s always available to help, accessible via email and Teams ...

Project Manager

2 months ago

Verified

... Sertifi is fully PCI compliant. Kaylee was amazing to work with! ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... The reporting process could be a bit more robust for our sales & finance teams. Fields that could be noted as numbers onl so it flags when characters are added. The reporting process could be ...

Project Manager

2 months ago

Verified

... User errors, if the user makes a mistake for the system to notify the guest their payment is still pending and why. ...

Accounts Receivable

1 months ago

Verified

... Payment Processing ...

Accounts Receivable

1 months ago

Verified

... It can be very easy to collect payments becuase the guest has the convenince to pay when they have time. ...

Accounts Receivable

1 months ago

Verified

... Payment Processing ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Accounts Receivable

1 months ago

Verified

... Payment Processing ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a ...

Accounts Receivable

1 months ago

Verified

... Great notification system! ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a guest. We tested this by sending a payment link to our own email, and within 3 business days, we got another email notification, titled "reminder" to complete the link we sent to ourselves. It continues after 4 notifications and after that I believe it stops. It's great! We send hundreds of payment links ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a guest. We tested this by sending a payment link to our own email, and within ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Event coordinator

1 months ago

Verified

... Sertifi is highly beneficial for businesses in need of a combined payment and eSignature solution, particularly in the hospitality industry where it has strong support. ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button would streamline the process, especially for businesses handling high volumes of large documents, and save considerable time. This feature would be a valuable addition to boosting efficiency and user experience. Another issue with Sertifi is that users sometimes receive notifications about older, previously sent documents, which can confuse them, especially if the documents were processed months ago. This can clutter inboxes and create unnecessary follow-up, disrupting workflow and potentially causing concern if recipients think the old document requires action. Improved notification settings or filters would help mitigate this by allowing users to control reminders and notifications for previously completed tasks. Although basic functions are easy to grasp, some users find advanced features slightly challenging to master. Resorts in remote locations with limited internet connectivity may struggle with Sertifi’s online ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handle ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many customers find it easy to onboard and integrate with other systems. The hospitality industry handles sensitive payment data, and Sertifi’s PCI compliance ensures that payment information is securely processed. This security is critical for resorts that cater to high-value clients and want to protect sensitive data.The software’s capability to handle multiple contracts and payments simultaneously is valuable for resorts, where managing group bookings and large-scale events is common. Sertifi makes it easy to send out vendor contracts and track their status ...

Sr. Analyst

1 months ago

Verified

... I love that I can send a secured payment link to clients and/ or guests to remit payment. It's a plus when you get notification that the link has been viewed and or paid! ...

Sr. Analyst

1 months ago

Verified

... I love that I can send a secured payment link to clients and/ or guests to remit payment. It's a plus when you get notification that the link has been viewed and or paid! ...

Sr. Analyst

1 months ago

Verified

... I love that I can send a secured payment link to clients and/ or guests to remit payment. It's a plus when you get notification that the link has been viewed and or paid! ...

Assistant Director of Sales

1 months ago

Verified

... It is very easy to understand and easy for the client to use. Clients like how they can forward the contract to others in their company for signature. ...

Catering Sales Manager

1 months ago

Verified

... I love that the program is easy to use and can archive files. Very useful in docu-signing and countersigning. Thank you ...

Catering Sales Manager

1 months ago

Verified

... I love that the program is easy to use and can archive files. Very useful in docu-signing and countersigning. Thank you ...

Catering Sales Manager

1 months ago

Verified

... I love that the program is easy to use and can archive files. Very useful in docu-signing and countersigning. Thank you ...

Catering Sales Manager

1 months ago

Verified

... I love that the program is easy to use and can archive files. Very useful in docu-signing and countersigning. Thank you ...

Owner Relations Administrator

1 months ago

Verified

... I appreciate that Sertifi sends reminders to recipients. This is very helpful and allows the sender to focus on other aspects to the tasks at hand. ...

Owner Relations Administrator

1 months ago

Verified

... I'm pleased with what Sertifi handles and I do not feel improvement is needed at this time. The more tasks I have for my project i will be able to determine if impovement is needed in any area I ...

Owner Relations Administrator

1 months ago

Verified

... I'm pleased with what Sertifi handles and I do not feel improvement is needed at this time. The more tasks I have for my project i will be able to determine if impovement is needed in any area I ...

Sales Coordinator

1 months ago

Verified

... We love Sertifi for its user friendly credit card authorization. Our clients and colleagues can easily access all the important information at the click of a button. ...

Sales Coordinator

1 months ago

Verified

... We love Sertifi for its user friendly credit card authorization. Our clients and colleagues can easily access all the important information at the click of a button. ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website. It is also very convenient to have the option to add signature documents, add additional ...

Sales Coordinator

1 months ago

Verified

... Seamless and Secure Card Payment Processing ...

Sales Coordinator

1 months ago

Verified

... I’ve been using Sertifi for several years now and it is a must have tool for all of our CC processing needs. The user interface is clean and intuitive, making it easy to navigate. The transaction speed is impressively fast, allowing my clients to complete their purchases without any delay. I also really appreciate the Reports ...

Sales Coordinator

1 months ago

Verified

... I’ve been using Sertifi for several years now and it is a must have tool for all of our CC processing needs. The user interface is clean and intuitive, making it easy to navigate. The transaction speed is impressively fast, allowing my clients to complete their purchases without any delay. I also really appreciate the Reports End ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contracts ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contract ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my clients. I save time on following up with clients as I get notification as soon as they open and complete tasks. Their dashboard is super simple to work with and user friendly for the clients. Their Payments Processing Software make deposits are a breeze, as all I need to do is input the deposits for the date I want to send and they automatically go to the client's inbox. I like that all can see progress on this, so even my other team members can easily see where we are. I can also confidently share this link with my customers knowing their privacy is taken very seriously. This day and age, clients are wary of opening links, or especially paying by them. Sertifi makes sure the client knows security is important and has made their process very trustworthy and safe. Besides deposits, I love using Sertifi for contracts ...

Wedding specialist

1 months ago

Verified

... Safe link, Easey to share and easy to use. I would add the addition funtion to know the total of payments made in one file, that would be helpful ...

Wedding specialist

1 months ago

Verified

... Safe link, Easey to share and easy to use. I would add the addition funtion to know the total of payments made in one file, that would be helpful ...

Group Sales Manager

1 months ago

Verified

... Really enjoy Sertifi and how convenient it is to review and sign documents ...

Group Sales Manager

1 months ago

Verified

... I like how organized when sending contract and the fact that it is very user friendly when filling out and submitting documents ...

Group Sales Manager

1 months ago

Verified

... I like how organized when sending contract and the fact that it is very user friendly when filling out and submitting documents ...

Group Sales Manager

1 months ago

Verified

... Really enjoy Sertifi and how convenient it is to review and sign documents ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a direct impact on the success and morale of my team. Gone are the days of waiting on contracts to come via fax and deposits coming through snail mail. Sertifi to the rescue. The most successful companies that I've worked for use Sertifi for their deposits and contracts. I also am glad that they have added ACH deposits in addition to credit card deposits. Our files have never been cleaner ...

Sales Manager

1 months ago

Verified

... Nothing is better than seeing a client sign a contract and immediately submit their deposit. This means that I can not only ensure that revenue is hitting in the month when it should, it also makes a direct impact on the success and morale of my team. Gone are the days of waiting on contracts to come via fax and deposits ...

Sales Manager

1 months ago

Verified

... The Best Way to Shorten the Contracting Process ...

Executive Meeting Manager

1 months ago

Verified

... Quick & Easy Payments/Reporting! ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Quick & Easy Payments/Reporting! ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Quick & Easy Payments/Reporting! ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use ...

Executive Meeting Manager

1 months ago

Verified

... The only room for improvement I think would be an option to include yourself/others on reminders, etc. automatically. The system itself is FANTASTIC - this would just be the one thing I would ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security ...

Wedding Sales Executive

1 months ago

Verified

... Sometimes when the couples already pay they cannot access by the same link, we need to send another one, I think using the same link should give them access to all their payments. ...

Wedding Sales Executive

1 months ago

Verified

... Sometimes when the couples already pay they cannot access by the same link, we need to send another one, I think using the same link should give them access to all their payments. ...

Accounts Receivable

1 months ago

Verified

... Sertifi gives easy reporting and tracking for payment processing by credit card and bank transfer allowing easy payment processing for clients and easy tracking as the vendor. Allows for supporting documents to be added for the client to see what they are paying for, signing contracts and event orders. Tracking information is made easy through the search filters and allows for multiple staff members to access single accounts if needed. Refunds are made easy through tracking the client's payment and easily refunding the same method they paid by making sure money is not sent back in another fashion. If you are looking for an easy-to-use system that does not get complicated ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave ...

FINANCE SUPERVISOR

3 months ago

Verified

... It is so simple and easy to use, my customers feel safe and secure when using it that makes it the best option for them when trying to process a payment not being able to do EMV Chip and so from long distance or anywhere and anytime around the word they can use the service with no hesitation, you can even have them completing an authorization form that gives you the opportunity to use the provided card as they authorize, you also have the option to set different users with different responsibilities or profile in your company having the availability to get your employees to reach different clients at the same time, you can control all the documents and files, you can see if the actual client already went inside the payment link, the client has the opportunity to leave a message or ask you question it is like a chat with the client, all the participant that were added to the link will be able to respond to it, you will be able to update the profile, you can send them more options to work around, they can choose if they want to do the actual payment or if they want to do the authorization form instead, you will be able to add the invoices if needed or you can attached any kind of document that the person might need to feel confident when processing the payment, one of the reasons that we are using Sertifi is because it helps you to go against chargeback and actually prevent from happening as the person leave a trace of their IP address and also they will be using their personal or corporate email and no one else will be able to see if you use their last name or any other information to accessing to it once they receive the link they can open ...

Reservations Coordinator

3 months ago

Verified

... I love how simple the site is to use and send to the guest. it is also very convenient for them to send payment back to us. It is also one of the most secure ways to send and receive money for ...

Catering Event Manager

3 months ago

Verified

... I would like for it to be easier to see expiration dates, and I wish they would automatically update once you add new documents. Also, I have run into a problem where the "first signer" has changed ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a completely safe interface ...

Catering Event Manager

3 months ago

Verified

... I like that they send the countersigned deposits directly to the inbox once signed. I also like that it is easy enough to add different viewers/users/signers. Payment is easy for users. It remains a completely safe interface for payment, and both my clients and I enjoy that. Guests do seem to understand the sysystem and enjoy that they don't need a unique ...

Catering Event Manager

3 months ago

Verified

... I like Sertifi's ease of use for both customers and myself. Sertifi is a secure payment processing system and is a user-friendly way to get documents signed and payments paid. ...

Catering Manager

3 months ago

Verified

... I like everything about the program except the new required date field. Many of my events are over multiple dates so choosing one date for each event is not always possible ...

Finance Manager

3 months ago

Verified

... Great Tool! ...

Finance Manager

3 months ago

Verified

... Search tool could be a bit easier, however, once I learned how to navigate, it's really not too bad. Not many changes are needed in my opinion. ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... The only feature I wish there would be some improvement on is formatting. I wish we could format messages. Currently we can't start new paragraphs or add bullet points. ...

Wedding & Special Events Sales Manager

3 months ago

Verified

... I like how simple it is to use for myself and my clients. I set up the payment schedule for the year and then I just watch the money come with email notifications. I don't to worry about following up ...

3 months ago

Verified

... I use the Payment Processing Software every day in my position for processing payments, sending authorizations and sending contracts for e-signatures. It creates an ease of use for me as well as companies and guests to ensure their safety through processing payments. It is adequate and easy ...

Project Manager

2 months ago

Verified

... Navigating the site is quite straightforward and user-friendly. Additionally, working with Kaylee Jones has been a fantastic experience! She’s attentive to our needs, patient, and incredibly ...

Project Manager

2 months ago

Verified

... Navigating the site is quite straightforward and user-friendly. Additionally, working with Kaylee Jones has been a fantastic experience! She’s attentive to our needs, patient, and incredibly ...

Project Manager

2 months ago

Verified

... Navigating the site is quite straightforward and user-friendly. Additionally, working with Kaylee Jones has been a fantastic experience! She’s attentive to our needs, patient, and incredibly ...

Accounts Receivable

1 months ago

Verified

... The ACH Process. The Sertifi program staes that we have been paid days before our bank shows we have receid the ACh payment. Also, sometimes the payment will get kicked back and reasearch from your ...

Accounts Receivable

1 months ago

Verified

... I love that the system will automatically send a reminder to a client we are requesting payment from. It's great for me, I can't always keep track of when payment should have been received from a guest. We tested this by sending a payment link ...

Accounts Receivable

1 months ago

Verified

... Great notification system! ...

Event coordinator

1 months ago

Verified

... The lack of an automated signature placement feature for multi-page documents. It is tedious to manually add their signature to each page of lengthy contracts or agreements. An "auto-sign" button would streamline the process, especially for businesses handling high volumes of large documents, and save considerable time. This feature would be a valuable addition to boosting efficiency and user experience. Another issue with Sertifi is that users sometimes receive notifications about older, previously sent documents, which can confuse them, especially if the documents were processed months ago. This can clutter inboxes and create unnecessary ...

Event coordinator

1 months ago

Verified

... Sertifi combines eSignatures with payment processing, simplifying workflows by enabling contract signing and payment within one platform. Sertifi integrates with popular platforms like Salesforce, Opera, and Micros, which is useful for businesses relying on these systems. Sertifi's interface is generally intuitive, with straightforward navigation, making it accessible for new users. Many custo ...

Sales Coordinator

1 months ago

Verified

... Simple and Successful ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access ...

Regional Director of Sales

1 months ago

Verified

... I love the fact that no one has to print out, sign, or scan back documents especially credit card authorization forms. I also love that the credit cards of our guests are kept secure. I love how easy it is to access and navigate through the Sertifi website ...

Group Sales Manager

1 months ago

Verified

... I believe the actual button to start/complete the documents or payment could look a little more clear. It is currently in the corner by the person who sends it, where I think it could be more easy to ...

Group Sales Manager

1 months ago

Verified

... I believe the actual button to start/complete the documents or payment could look a little more clear. It is currently in the corner by the person who sends it, where I think it could be more easy to ...

Group Sales Manager

1 months ago

Verified

... I believe the actual button to start/complete the documents or payment could look a little more clear. It is currently in the corner by the person who sends it, where I think it could be more easy to ...

Group Sales Manager

1 months ago

Verified

... As a sales manager for hotels, I use Sertifi almost daily. This has only grown since the first time I started using it 5 years ago. From proposal to deposits and everything in between, Sertifi has given me control on how to efficiently help my client ...

Group Sales Manager

1 months ago

Verified

... I believe the actual button to start/complete the documents or payment could look a little more clear. It is currently in the corner by the person who sends it, where I think it could be more easy to ...

Wedding specialist

1 months ago

Verified

... Safe link, Easey to share and easy to use. I would add the addition funtion to know the total of payments made in one file, that would be helpful ...

Wedding specialist

1 months ago

Verified

... Safe link, Easey to share and easy to use. I would add the addition funtion to know the total of payments made in one file, that would be helpful ...

Sales Manager

1 months ago

Verified

... The system could be more user friendly when it comes to managing multiple signers, especially when there is one person paying the deposits and another signing the contract - furthermore when there ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly. There is no additional log in, no waiting, no sending of additional or extra emails - the process is truly so streamlined from start to finish for all of us and all of our clients. Especially since adding the ACH/bank payment feature, the software is next to PERFECT for the capabilities and features that we need. We send hundreds of payment requests a week and we would spend a lot more time doing so with any other method. I have used Sertifi at multiple properties and it is such a universal system that so many people are familiar & comfortable ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past ...

Executive Meeting Manager

1 months ago

Verified

... Sertifi allows us to set up payment schedules in advance & to track deposits through their reporting options/system. The system automatically sends reminders to payers when due dates are close/past due & allows for ACH/card payments with a few clicks. If links expire, payers can create new links to complete payments that are past due or declined. Our clients love it, our team loves it - there are so many easy to use features. This truly helps us to streamline the payment process for our clients & lets our team check things off of their lists in advance (which makes ALL the difference for us some weeks.) The security features are incredible; our clients feel that their information is secure and we have never had any trouble/concerns/etc. We can send documents individually right from Sertifi but we also have it integrated into our sales system. This truly is life changing! We are able to click a couple buttons and then get directly into the Sertifi billing system seamlessly ...

Wedding Sales Executive

1 months ago

Verified

... Sometimes when the couples already pay they cannot access by the same link, we need to send another one, I think using the same link should give them access to all their payments. ...

Wedding Sales Executive

1 months ago

Verified

... Sometimes when the couples already pay they cannot access by the same link, we need to send another one, I think using the same link should give them access to all their payments. ...