August 9, 2023

Merchant Services

Compatible Integration Options for POS

Merchant Services

A truly valuable payment processor is compatible with a variety of third-party software integrations. These integrations can come in all different areas and can assist you with almost any business operation. They allow you to streamline and automate many aspects of your business. These can range from payroll to inventory management and even eCommerce. You can to choose a wide variety of software integrations for your business with Treati.

How can Integrations Help Me?

With POS integrations, your business can easily streamline a variety of business operations. In addition, they allow you to gain a clear and well-informed view of your business. This is thanks to integrations such as automatic reporting or inventory management. 

Placing a variety of business operations in one compatible system can save a lot of time. Such automation is critical as many small and medium business owners have struggled with work-life balance since the beginning of the pandemic. With better and more precise data at your fingertips, you can make more informed decisions about where your business can grow

Compatible Integrations for your Business

Payroll Integration

With a payroll integration, you can easily manage employee information such as schedules and payroll. In addition, you can create a system that allows your employees to clock in and clock out easily and quickly. This saves both you and your team time and confusion. 

You can also add compatible HR software to keep track of all necessary employee information. No need for clunky cabinets that are difficult to sort through, as all the information you need can be easily looked up. 

This also allows you to keep track of employee changes more quickly. You also can easily manage wages, benefits, and payroll taxes. This also helps your employees as you can quickly provide them with clear information rather than having to sort through multiple systems or physical files. Gusto is an excellent choice for payroll software, allowing you to keep track of your payroll and HR seamlessly. 

Inventory Management 

Inventory management software will allow you to save a lot of time when you have to audit and process your inventory. In addition, you can keep track of what items are most popular among your customers. This enables you to have the most popular products for your customers and boost your profits. 

You can avoid aged inventory by easily keeping track of your inventory by date. Employees also will not have to waste their time manually counting inventory with automatic tracking with inventory management software. 

Customers will also benefit as you can easily find the products they need. Your team can spend more time focusing on quality service rather than counting inventory. You also can avoid going out of stock by having automatic reporting of stock that is getting low

CRM

With CRM integration, you can maximize your customer relations. You can quickly collect customer information without having to input data manually. With this information, you can easily create customized marketing campaigns to give your customers a better overall experience. 

You also can keep track of who your most loyal customers are and create rewards to keep them coming back to your company again and again. CRM software can also allow for more accessible communication among departments allowing your company to have a more efficient workflow

Scheduling Software

If your business relies on scheduling software for your clients, you can also add a scheduling integration to your POS. You can easily ensure that staff is only there for confirmed appointments. Automatic email confirmation helps with this, as clients will need to verify that they will actually show up. 

You can also create a client database that allows you to track customer trends. This will enable you to adapt your service better to what your customers need. Your customers can easily schedule appointments online, saving you and your customers time

Accounting 

Not only can you automate your payroll process with integrations you can do so with all of your accounting. You can keep track of all your sales and expenses with one software. Like many other integrations, you can save time with a single, compatible accounting system. Some popular software choices include Quickbooks, Zoho, Xero, and Sunrise. 

Ecommerce 

If you want to do business online, your chosen payment processor must be able to integrate with eCommerce effectively. Online shopping has grown a lot in recent years, and more and more customers want to purchase goods from the comfort of their homes. Therefore, you will need an eCommerce integration in order to run your physical and online stores smoothly. Shopify is a popular eCommerce integration for many businesses. 

Email Marketing 

Such integration allows you to send customer email receipts and custom email campaigns easily. Email marketing has an incredibly high return on investment, and you can expect to gain $30-$40 for every dollar you spend on it. Such integrations can also allow you to test out email campaigns with some of your customers before implementing them with all of your customers. Hubspot is an incredibly useful tool that can enable your business to make the most of email marketing. 

How Integration Compatible is Treati?

Treati is designed to be as integration compatible as possible. In addition, we want our payment processing to be as flexible as possible. This allows us to provide your company with customizable solutions. 

What software integrations does Treati work with? We have created integrations for many of the software options listed above. For example, Quickbooks Accounting is a very popular integration among our customers for account solutions. Many of our customers also use Gusto to assist with payroll. 

We also work closely with Shopify and WooCommerce to allow your business to take advantage of new eCommerce opportunities. Hubspot is another practical integration you can add along with your Treati payment processing enabling you to run email marketing campaigns efficiently. 

Other payment processors are less willing to allow third-party integrations. They want you only to use their inventory management, accounting, marketing, or other software integrations. With us, we are more than happy to work with third-party integrations. Our job is to make your business operations as smooth as possible and provide you with secure payment solutions. We strive to be integration compatible and be able to provide you with customizable solutions.