Project Overview
Professional service providers often lose significant profit margins to credit card processing fees. To combat this, our client offers a "cash discount" or dual-pricing model (offering both "card" and "cash" prices). However, existing solutions forced merchants to leave their primary CRM environments and manually process transactions in separate, clunky payment gateways. This fractured workflow led to data entry errors, frustrated staff, and slow checkouts. The client needed a way to bring their secure payment processing directly into the merchant's existing CRM tabs.
Manifest V3 Architecture & Service Workers
We built the extension from the ground up using Google's Manifest V3 standard. By utilizing modern background Service Workers, we handled asynchronous tasks like API token refreshing and offline transaction queuing without keeping background pages perpetually active, ensuring a lightweight memory footprint.
Seamless CRM UI Injection
Using React and TypeScript, we developed content scripts that dynamically detect when a user is on a checkout or invoice page within supported CRMs. The extension then seamlessly injects a secure, native-feeling payment overlay directly over the CRM, allowing staff to process payments without opening new tabs.
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Automated Dual-Pricing Engine
The extension automatically reads the invoice total from the CRM DOM, instantly calculates the compliant Cash Discount or Surcharge, and presents the dual-pricing options (Cash vs. Card) to the user in real-time, eliminating manual math errors.
Secure Data Handling & API Integration
We implemented strict Content Security Policies (CSP) and OAuth 2.0. Sensitive payment data is tokenized and transmitted directly from the extension to the secure payment gateway via encrypted APIs. The CRM's native servers never touch the credit card data, drastically reducing PCI compliance scope for the merchants.
Key Challenges
Challenge 1
Strict security requirements for handling Personally Identifiable Information (PII) and credit card data within a browser extension.
Challenge 2
Complying with Google Chrome Web Store's strict Manifest V3 architecture rules (no remote code execution, restricted background service workers).
Challenge 3
Injecting UI overlays seamlessly into complex, dynamic Single Page Applications (like Salesforce and HubSpot) without breaking the host page.
Challenge 4
Ensuring instant synchronization between the CRM data, the extension UI, and the secure payment gateway.
Results & Outcomes
The Chrome Extension successfully launched on the Chrome Web Store, passing Google's rigorous privacy and security reviews on the first submission. It has transformed the workflow for thousands of merchants, enabling true fee-free processing via cash discounts while completely eliminating the need to context-switch between CRMs and payment terminals. Transaction times have decreased significantly, and data entry errors have been virtually eliminated.
