CRM with Stripe and PayPal under the right merchant
A CRM with payment links is useless if every brand collects on one Stripe account. Ledrix generates Stripe or PayPal from the lead card under that client’s own merchant, so refunds and disputes land on the payment that was actually taken.
Sandbox is a shared tour with sample data. A trial is a private workspace of your own.
$1,250.00
Generic CRM vs Ledrix on this job
Without the split
- One agency Stripe for every client
- Link sent from a separate billing tab
- Chargeback with no client attached
In Ledrix
- Per-brand Stripe and PayPal keys
- Link from the lead card on the call
- Disputes sit on that payment record
Lead → order → payment link on that brand
A closer works an assigned lead. When the buyer says yes, they open the order on that record and generate a Stripe Checkout or PayPal link. The link is created under the merchant keys saved on that lead’s brand. They do not hop to a shared billing tab and guess which Stripe login to use.
Lead already belongs to a brand and a closer
Order sits on that same record
Stripe or PayPal is sent from the deal, on the call
How the correct LLC or brand merchant is selected
An admin pastes that brand’s Stripe and/or PayPal keys on the brand. Ledrix does not auto-discover accounts and does not split one agency Stripe into virtual “sub-accounts.” If Brand B has no keys, Brand B cannot honestly collect on Brand B. The closer does not get an agency-wide merchant picker for another client’s keys.
Keys are per brand, stored by an admin
Checkout uses that brand’s configuration
Not an official Stripe CRM — Stripe and PayPal are gateways you connect
Payment status in the CRM
With brand webhooks configured, paid, failed, refund, and dispute events write back onto that payment. Chargeback tracking is a plan feature. You still see order status in admin, seller, and — when the client portal is on — the buyer’s login.
Paid / failed attach to the payment that was taken
Refunds and disputes associate to that payment where the gateway sends them
Payment-link volume follows your package limits
Why brand-specific merchants matter to agencies
A CRM with one shared payment account puts every client’s money through the agency default. A dispute then hits whoever happened to own that Stripe login. Ledrix’s brand-specific merchant workflow keeps Client A’s chargeback on Client A’s payment — which is why agencies search for a Stripe CRM that can hold more than one account.
Shared account: mixed ledger, mixed disputes
Ledrix: one brand → one configured merchant → one payment record
Wire transfer for client collections is not advertised here as a live PPC rail
See the configuration, not a case study
The UI above is a labeled product demonstration. Open the example walkthrough for the exact setup — it is a scenario, not a customer result.
Related agency CRM pages
Same product. Different search intent. Each URL owns one job — the features hub lists every capability.
Prove it in a live agency workspace
14-day free trial, no credit card — a private agency workspace. Prefer a shared tour first? The sandbox uses sample brands and does not open organization billing.
Questions on this topic
Straight answers from the Ledrix product — then start a trial or read all features.