A membership sales tool bridging a CRM platform and its payment page

Macanta provides a CRM platform that its clients run their businesses on. One of those clients needed to sell memberships and take balance payments, choosing membership level and payment method quickly, and the platform had no surface for it. Macanta needed a sales tool that sat between its software and the eventual payment page.

Macanta supplied a Balsamiq mock-up; Leanware returned a written understanding of the scope before building, so both sides agreed on the deliverable up front. The tool was then built on Macanta’s Instant Wholesale Service environment using AWS Lambda functions, with a dedicated URL for the sales flow and an admin section in the backend where the client sets up new products and payment pages. The engagement included 90 days of post-launch support.

The end client runs its membership and balance-payment sales through the tool; per Macanta’s Clutch review, that side of the business would not operate today without it. The build stayed on budget, with changes handled cleanly, and the relationship continued into further projects. The review scores 5.0 across all categories and specifically credits the discipline of sticking to budget when requirements hold steady.