In-person sales continue to play a critical role across industries—from retail showrooms and service centres to pop-ups and field environments. But modern businesses can no longer rely on legacy POS systems that function in isolation. They need a secure, real-time, and fully integrated payment processing system that works seamlessly within their existing digital infrastructure.
Eposly is purpose-built to meet this need – delivering a Salesforce-native solution that scales effortlessly across use cases, industries and locations.
Built 100% on Salesforce, Eposly offers the industry’s leading in-person payment processing and order management system. It is designed to unify checkout, payments, and fulfilment across all business units – retail, operations, finance, and customer service, without relying on middleware or disconnected infrastructure. From the moment of purchase to the final reconciliation, Eposly delivers a secure, synchronised, and fully visible transaction lifecycle within the Salesforce ecosystem.
Redefining Checkout for the Salesforce Ecosystem
Most businesses using Salesforce for CRM, OMS, or CPQ still rely on third-party POS systems or payment platforms for in-person transactions. This creates fragmentation. Sales staff are forced to switch tools, duplicate data entry and manually update customer or inventory records. Finance teams spend time reconciling disconnected payment logs. Data silos create inefficiencies, compliance risks, and inconsistent customer experiences.
Eposly eliminates these inefficiencies by embedding all POS and order management capabilities natively into Salesforce. There is no middleware. No API-based guesswork. No third-party synchronisation delays. Everything, from product lookup to payment processing and order fulfilment, is executed and recorded directly within the Salesforce platform.
For users, this means faster transactions, fewer errors, and the ability to tailor checkout flows to their operational needs. For business leaders, it means real-time visibility into sales, customer activity, inventory, and revenue, without the need for manual data clean-up or cross-system reporting.
The significance of this can’t be overstated. Businesses already heavily invested in Salesforce now have a way to extend their digital ecosystem directly to the point of sale, enabling true omnichannel intelligence.
Secure Payment Processing Without the Overhead
Security is non-negotiable when handling payments. But many businesses face challenges balancing security with speed and flexibility. Traditional POS systems require additional security layers, hardware integrations and PCI compliance workarounds, especially when handling card-not-present or over-the-phone payments.
Eposly changes that. By partnering with leading PCI-compliant payment gateways, including Adyen, Stripe, Square, and others, Eposly provides secure in-person, mobile, and remote payment capabilities that integrate directly into the Salesforce workflow.
Transactions are processed in real time and linked immediately to the corresponding order, account, or opportunity in Salesforce. There’s no lag, no rekeying, and no risk of human error. Refunds, partial payments, split tenders and deposit tracking are all supported natively, giving businesses the flexibility they need without compromising on control or compliance.
Eposly also supports full audit trails, user-level permissioning, and cash register session management. This makes it an ideal solution for regulated industries, franchise environments, and businesses with complex internal controls.
From a customer standpoint, this all translates to faster service, consistent experiences, and frictionless checkout. For the business, it means fewer chargebacks, better reconciliation, and peace of mind that payments are being handled to the highest security standards.
A Complete Order Management System – From POS to Fulfilment
Processing a payment is only part of the equation. Businesses also need to manage the full order lifecycle, especially when dealing with configurable products, delivery options, fulfilment scheduling, or omnichannel handovers. This is where Eposly’s order management capabilities provide a big advantage.
Unlike traditional POS systems that end at the receipt, Eposly tracks the complete transaction lifecycle inside Salesforce. Orders can be created, modified, or fulfilled from the same interface where payments are taken. Staff can see inventory availability, customer preferences, shipping requirements, and tax rules, without leaving the POS environment.
Because Eposly integrates directly with Salesforce Order Management and CPQ, businesses gain automation across fulfilment processes, invoice generation, and shipping updates. All data flows through a single system, ensuring accuracy at every stage, from the initial sale to final delivery.
Whether a customer is buying in-store, reserving online or requesting home delivery, Eposly ensures the order is recorded, processed, and fulfilled in a consistent and fully auditable manner. For businesses managing high volumes or custom fulfilment rules, this seamless integration reduces friction and boosts operational efficiency.
Industry Versatility Without Custom Development
Every industry has unique checkout requirements. A healthcare provider needs secure billing workflows tied to patient records and compliance policies. A manufacturer needs to quote, price and fulfil configurable products across B2B and B2C channels. A government department may need to collect field payments in offline environments with full audit history. Traditional POS systems either can’t support this complexity, or require extensive custom development to do so.
Eposly supports it all, out of the box. Its workflow engine allows businesses to tailor checkout logic, UI elements, pricing rules, and reporting outputs based on industry, department, or location. Because it’s built on Salesforce, it inherits all the flexibility and extensibility of the platform, including support for custom fields, integrations, automation flows, and user permissions.
This makes Eposly particularly attractive for organisations with both simple retail requirements and more advanced operational needs. A business can start with a single use case, such as taking card payments in a showroom, and expand into multi-location inventory tracking, Salesforce Marketing Cloud integrations, or advanced CPQ flows as their needs evolve.
For IT teams, this means faster deployment and fewer resources spent on maintenance or integration. For operations teams, it means a consistent process across departments. For customers, it means a faster, more personalised experience.
Built to Scale with Enterprise Requirements
Eposly isn’t just about replacing the card machine or streamlining a checkout counter. It’s about enabling the entire business to operate smarter. From executive dashboards tracking multi-location revenue, to service agents initiating refunds with full context, to marketing teams leveraging purchase data to drive personalised campaigns, Eposly enables every part of the organisation to interact with the point of sale.
Its architecture supports enterprise-grade scalability, including multilingual interfaces, multi-currency transactions, offline capabilities, and regional tax compliance. If deployed in one store or across a global network, Eposly provides the same consistent level of performance, control, and data accuracy.
A Strategic Investment for Salesforce-Centric Organisations
Businesses that have invested in Salesforce understand the value of a unified platform. The challenge has always been extending that platform to the physical point of sale, without compromising on functionality or introducing complexity.
Eposly offers a strategic solution to that challenge. It brings secure in-person payment processing and full order management into the heart of the Salesforce ecosystem, enabling businesses to deliver better experiences, reduce operational costs, and improve data accuracy.
