
Sertifi
e-signature and payment platform for closing deals, approvals, and payments faster
Data verified Sep 8, 2026
Score
Editorial Verdict
AI-researched, not hands-on testedPCI Level 1 compliance and trust from 20,000+ hospitality locations across 150+ countries back up Sertifi's payment and document security claims. The mobile interface lags the desktop experience, documents must be edited inside Sertifi rather than through integrations like Salesforce, and expired documents can only be un-expired within a tight 24-hour window.
Reviewed by AIToolPundit Editorial Team · last verified October 2026
About Sertifi
Sertifi (now Sertifi by Flywire) is a cloud-based platform for electronic signatures, secure payments, and credit card authorizations, designed to help businesses close deals and finalize paperwork faster. It supports collaborative multi-signer workflows, automated notifications, full audit trails, PCI-compliant payment collection, and integrations with major CRMs and payment gateways. It is widely used in the hospitality and travel industries as well as broader B2B sales operations.
Screenshots

Commonly Cited Strengths & Limitations
Strengths
- PCI Level 1 compliance
- Flexible, baked-in payment processing
- Reduces chargebacks
- Trusted by 20,000+ hospitality locations across 150+ countries
- Preferred partner to major hospitality brands
Limitations
- Mobile interface is less pleasing and harder to use than other platforms, with room to improve signature quality on mobile
- Occasional system glitches that can disrupt operations
- Payments and documents must be edited within Sertifi itself rather than through integrations like Salesforce
- Admin setup process is not user-friendly
- System malfunctions can leave sales teams unable to proceed
- Expired documents can only be un-expired for 24 hours, which some users find too short
Common Use Cases
- Simplifying payments, agreements, and authorizations for the guest journey
- Closing hospitality deals faster and more efficiently
- Reducing chargebacks
- Onboarding properties quickly and consistently
Details
- Pricing Model
- Contact Sales
- Starting Price
- $105/month
- Founded
- 2008
- Team Size
- Small Business, Medium Business, Large Enterprises, Freelancers
- Headquarters
- Chicago, Illinois, USA
- Category
- CRM & Sales
Who is Sertifi for?
Sales Teams
Use embedded card & ACH payment processing and digital contracts to close business faster.
HR Teams
Use digital contracts and e-signatures for agreements.
Front Desk & Operations Teams
Use card authorizations and verification to process guest payments.
Frequently Asked Questions
How much does Sertifi cost?
Sertifi starts at $105/month (Contact Sales).
Does Sertifi offer a free trial?
Yes, Sertifi offers a free trial.
Does Sertifi have an API?
Yes, Sertifi provides an API for developers.
What does Sertifi integrate with?
Sertifi integrates with Salesforce, Salesforce Billing, Drawloop, Zuora Payments, Infusionsoft, Shift4, Conga, Conga Composer, and more.
Is Sertifi cloud-based or self-hosted?
Sertifi is offered as a cloud-based (SaaS) deployment.
What are the downsides of Sertifi?
Mobile interface is less pleasing and harder to use than other platforms, with room to improve signature quality on mobile Also, Occasional system glitches that can disrupt operations
Who is Sertifi best for?
Sertifi is best suited for Sales Teams, HR Teams, Front Desk & Operations Teams.
What can I use Sertifi for?
Common uses for Sertifi include simplifying payments, agreements, and authorizations for the guest journey, closing hospitality deals faster and more efficiently, reducing chargebacks, onboarding properties quickly and consistently.
How does Sertifi compare to HubSpot CRM?
Sertifi and HubSpot CRM are both used for crm & sales. See the full side-by-side comparison for pricing and feature differences.
Key Features
- Embedded card & ACH payment processingCard and ACH payment processing built in for sales teams.
- Digital contracts & e-signaturesDigital contracts and electronic signatures for sales and HR teams.
- Card authorizations & verificationCard authorizations and verification for front desk and operations teams.
- PCI Level 1 complianceProtects clients and business with PCI Level 1 compliance.
Integrations
Technical Details
- Deployment
- Cloud
- Target Market
- B2B
- API
- Available
- Free Trial
- Yes
Security & Compliance
Support
Official Pricing
Sertifi's published plans · verified Sep 8, 2026
eSignatures Plan
$150/mo
- 5 users (senders)
- Unlimited documents for signature
- Integrations with Salesforce, Delphi.fdc, Conga Composer, and Drawloop LOOP
- Customized user permission levels
- Deal.Stream collaboration
- Custom branding
Closing ePayments Plan
$250/mo
- All eSignatures features
- 1,000 payment requests/year
- Payment gateway integrations (Merchant Link, Element, Authorize.net, Shift4, Zuora)
- Collect one-time, recurring, or authorized credit card payments
- Collect ACH payments with select gateways
eAuthorizations Tool
$105/mo
- Unlimited users (senders)
- 500 payment authorizations per year
- Cardholder eSignature on authorization forms
- Payment gateway integrations (Check Commerce, Merchant Link, Shift4, Payeezy)
- Oracle Hospitality OPERA integration
- Customized user permissions
Pricing shown above is sourced from Sertifi's own published plans as of Sep 8, 2026 and can change at any time -- confirm current pricing on Sertifi's own site before purchasing.
Full Sertifi pricing breakdown, free plan and cheaper alternatives →
Real Pricing from Verified Users
See what people actually pay for Sertifi
Reviews
0 reviews
No reviews yet. Be the first to share your experience!
Switching Stories
Real migration experiences with Sertifi
Discussion
Ask questions, share tips, or discuss this tool with other users.
No discussion yet. Start the conversation!
Similar tools in CRM & Sales
Other listed tools in CRM & Sales, not reviewed as direct alternatives
- Contact management
- CRM import
- Deals
- Gong Revenue AI OS
- Gong Engage
- Gong Forecast

Agentic AI platform for B2B sellers to build and run autonomous agents that close complex deals
Similar tool in CRM & Sales
- AI Agent Builder
- Autonomous AI Agents
- Deal Prioritization
AI sales engagement platform for automating multichannel B2B outreach at scale
Similar tool in CRM & Sales
- Multichannel Sequences
- Jason AI SDR
- AI Sales Assistant

AI SDR platform that finds intent-ready buyers and runs multichannel outreach on its own
Similar tool in CRM & Sales
- Prompt-to-campaign builder
- AI prospecting and enrichment waterfall
- Buyer intent signals
- Outreach MCP
- Outreach Omni
- Agent Studio
Also used for
More in CRM & Sales
Revenue intelligence for sales teams

The world's #1 CRM platform
Free CRM software for sales, service, marketing