Kaspi Payments module
Kaspi payments show up right in the deal
Send a Kaspi invoice by phone number or QR code, and the payment appears in the deal with no receipt screenshots.
5 900 ₸ per month · 14 days free
In brief
The Kaspi Payments module in SotaCRM, a cloud CRM for businesses in Kazakhstan, sends your customers Kaspi invoices by phone number or QR code and shows the payment in the deal. Status, cancellation, refund and receipt are linked to the deal. An invoice can be issued by a manager, the AI assistant or the AI agent in a WhatsApp chat. Your company needs Kaspi payment acceptance set up for the module to work. The module costs 5 900 ₸ per month (prices as of 4 October 2026), and on Pro and Business it can be one of the modules included in the price.
- per month, can be included in the price on Pro and Business
- 5 900 ₸
- to issue an invoice: by phone number or by QR code
- 2 ways
- a repeated transaction does not count as a second payment
- No duplicates
- of free trial on a paid plan
- 14 days
What's inside
Invoice, payment and refund next to the deal
Everything about a customer's payment sits next to the deal and the chat.
Tableware set for 6 people
Yerzhan · came from WhatsApp
24 500 ₸
Kaspi invoice by phone number
24 500 ₸
- Invoice issued from the deal
- Kaspi reported the payment
- Payment marked in the deal
Invoice by phone number
The invoice arrives in the customer's Kaspi app, and they pay it on their phone.
Payment by QR code
The customer scans the Kaspi QR code and pays the invoice.
Payment in the deal
Kaspi reports the payment, and the CRM marks it in the right deal.
Cancellation, refund and receipt
You can cancel an invoice, issue a refund and view the receipt from the CRM.
No double counting
If a transaction is repeated, the CRM does not count one payment twice.
Who issues the invoice
A manager or the AI issues the invoice
The invoice is linked to the deal, whoever issued it.
- Customer: Good afternoon. Do you still have the tableware set for 6 people?
- AI agent: Good afternoon. Yes, it is in stock, 24 500 ₸. Shall I place the order?
- Customer: Yes, please
- AI agent: A Kaspi invoice for 24 500 ₸ has been sent to your number, you can pay it in the Kaspi app.
- Customer: Paid
- AI agent: I can see the payment in Kaspi, thank you. A manager will contact you about delivery.
Manager
From the deal card, by the customer's phone number or QR code.
AI assistant
At an employee's request, issues an invoice or checks a payment, with that employee's permissions.
AI agent
In a WhatsApp chat, issues an invoice and checks the payment in the same conversation, if you allowed it. It does not count a payment based on the customer's word.
With other modules
What happens after payment
Three examples that work after setup.
Automatically after setup
- AI agents
The customer writes in WhatsApp
The AI agent clarifies the service and offers a free time slot from the schedule.
- Booking
The CRM holds the slot
The time stays reserved for the customer for the period you set for prepayment.
- Kaspi Payments
The customer makes a prepayment
They receive a Kaspi invoice, and the CRM checks the payment.
- Booking
The CRM confirms the booking
Nobody has to mark anything once the payment arrives.
What you need
The Booking and Kaspi Payments modules, services with prepayment and an AI agent with its own WhatsApp number that you have allowed to book customers.
Automatically after setup
- Kaspi Payments
The invoice is issued from the deal
A manager, the AI assistant or an AI agent does it.
- Kaspi Payments
The payment arrives
Kaspi reports the payment, and the CRM marks it in the deal.
- Documents
The CRM builds a document
An automation fills your template and saves the document next to the deal.
What you need
The Kaspi Payments and Documents modules, a Word template for the deal and an automation that builds a document after payment.
With an employee involved
- 1C:Fresh
Load products from 1C:Fresh
Products and prices go into the CRM catalog.
- AI agents
The AI agent picks products
It finds products in the catalog and, if you have allowed it, adds them to the deal.
- Kaspi Payments
A Kaspi invoice for the deal amount
The AI agent can issue a Kaspi invoice for the amount of the products in the deal.
What you need
The 1C:Fresh and Kaspi Payments modules, an AI agent with its own WhatsApp number and your permission to process deals. The catalog shows products as of the last import.
Who it suits
Who needs the module
The module is useful wherever a customer pays before or after a service.
Salons and studios
Prepayment at booking: the slot is held for the customer while they pay.
CRM for a salonShops and wholesale
An invoice for the order amount right from the chat with the buyer.
CRM for a shopService businesses
An invoice after the job, and the payment shows up in the same deal.
CRM for services and B2B
Price
What the module costs
On Pro and Business, the module can be one of those included in the price.
5 900 ₸
per month
The first 14 days are free on a paid plan, once. During the 30-day free trial after sign-up, the module is open together with the others.
Prices as of 4 October 2026, not subject to VAT
All plansIn the plans
- StartYou pay 12 900 ₸ for the plan and 5 900 ₸ for the module.
- ProThe module can be one of the two included in 39 900 ₸.
- BusinessThe module is included in 89 900 ₸ with the others.
Calculations from the Plans and Pricing document
Salon, 6 people, one branch
- Start plan
- 12 900 ₸
- Booking
- 6 900 ₸
- Kaspi Payments
- 5 900 ₸
Per month25 700 ₸
Trading company, 12 people
- Pro plan
- 39 900 ₸
- 1C:Fresh
- included
- Kaspi Payments
- included
Per month39 900 ₸
The module accepts payments from your customers. The SotaCRM subscription is paid by bank transfer against an invoice.
Getting connected
What you need to connect
First set up Kaspi payment acceptance for your company.
Kaspi payment acceptance
Your company must have it set up. If you do not have it yet, start there.
The module in SotaCRM
Connect Kaspi Payments on a paid plan, the first 14 days are free.
Connection details
Enter them in the module. The CRM stores the connection keys encrypted.
First invoice
Issue an invoice from a deal and check how the payment appears in the CRM.
The Business implementation package (up to 50 people) includes one connection of your choice, Kaspi Payments among them.
Implementation packagesFree trial
Try Kaspi Payments for free
For 30 days after sign-up all modules are open. Issue your first invoice from a deal and see how the payment appears in the CRM.
Questions
Questions about Kaspi Payments
No. The module accepts payments from your customers. The SotaCRM subscription is paid by bank transfer against an invoice.
Kaspi payment acceptance set up for your company and the Kaspi Payments module on a paid plan. The CRM stores the connection keys encrypted.
Yes, if the module is connected and you allowed it. The AI agent issues the invoice in a WhatsApp chat and checks the payment through Kaspi. It does not count a payment based on the customer's word.
Yes. The module has invoice cancellation and refunds, both linked to the deal.
5 900 ₸ per month (prices as of 4 October 2026). On Pro, choose Kaspi Payments as one of the two modules included in the price; on Business the module is already included.
Didn't find an answer?
Tell us what your company does, and we will suggest a plan and modules.
Business days, 9:00–18:00 Astana time
What else SotaCRM has
Booking
Prepayment for online bookings and visit confirmation.
Documents
An invoice or contract from your template after payment.
AI agent in WhatsApp
Issues an invoice in the chat, if you allowed it.