Plugin for CRM

Goal: ● Create a plugin for a CRM to offer cash discounts in the quoting / invoicing process that also utilizes a white labeled payment gateway based off of ipospays with the intent to drive more traffic and usage of the payment gateway. We have started considering 3 CRMs, but are open to suggestions on which one makes the most sense, even if it isn’t listed here: ● Jetpack ○ This is the most promising for long term viability as it includes a white labeling offering. ● ZoHo ○ This appears the easiest to publish a plugin to, out of the options we looked into. ● Click Up ○ As first glance, I didn’t see a way for us to create a plugin for this CRM The requirements for the Invoicing/Quoting portion of the plugin plugin to generate customizable PDF attachments for emails are as follows: ● Must Haves ○ A place to enter crm wide configuration values on plugin setup: ■ Company name ■ Company logo ■ Address ■ Phone number ■ Email address ■ Payment Gateway token/key value ○ The ability to Add, Edit and Delete lines on an invoice (up to what fits on 1 page) ■ Lines should include: ● Description ● Quantity ● Price ○ Ideally a user could enter in total or unit price for the line item, and have the other field value calculated based off of the Quantity. ○ Generates a 2 column PDF of the invoice ■ A template with one formatting can be provided if desired. ■ At the bottom would be 2 actionable buttons By having 2 buttons, we are within compliance for merchant guidelines by not having any credit service fee. ● Pay Cash ○ Sends user to Cash version of the Gateway ● Pay Credit ○ Sends user to Credit version of the Gateway ● We will be able to get you the documentation around gateway in ■ The idea behind a 2 column invoice is to be able to provide a true cash discount of 4% ○ The Generated PDF is then easily able to be attached to the Email that the CRM sends. ○ Post Payment back to CRM ■ The gateway can be provided with a webhook to update the CRM upon successful completion of the transaction. Additionally we are interested in a quote for what it would take to create a white labeled CRM that natively supports this invoicing/quoting plugin, with monthly support that can be licensed/resold. This is where we see Jetpack being a viable option, but again are open to suggestions based on your experience with what works best.