Tailored for Your Municipality
Tailored to Your Municipality
Every Canadian municipality has different fee structures, billing systems, payment policies, and service types. Civic Digital Payments provides a secure, PCI-compliant foundation — then adapts to your specific services, processor relationships, fee models, and integration landscape. No two deployments are identical because no two municipalities are identical. With a full source code licence, your customization options are limitless.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Configuration Over Customization
Most municipality-specific requirements are addressed through configuration — not custom code. Payment methods per service type, convenience fee structures, GL account mappings, payment limits, fraud thresholds, processor connections, and branding are all configurable through the Gateway Administration Console without developer involvement. This keeps your total cost of ownership low and ensures you can modify your setup as policies evolve.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Discovery & Payment Mapping
2–3 weeks of structured workshops with treasury, finance, IT, and department stakeholders to document current payment flows, service types, processor relationships, fee structures, GL mappings, and success metrics.
Phase 1 · 2–3 weeks
Discovery & Payment Mapping
2–3 weeks of structured workshops with treasury, finance, IT, and department stakeholders to document current payment flows, service types, processor relationships, fee structures, GL mappings, and success metrics.
Phase 2 · 4–6 weeks
Configuration & Processor Setup
3–4 weeks of platform configuration — processor connections (Moneris, Global Payments, Stripe), service types and fee structures, GL account mappings, payment limits, fraud thresholds, hosted payment page branding, and recurring payment settings.
Phase 3 · 2–3 weeks
Integration & Testing
2–3 weeks of billing system integration setup, payment routing validation, settlement reconciliation testing, and end-to-end payment flow testing across all service types and payment methods using processor test mode.
Phase 4 · 2 weeks
User Acceptance Testing
1–2 weeks of role-based testing by finance, treasury, and customer service staff using real-world payment scenarios. Payment posting verification against billing systems. Reconciliation validation. Chargeback simulation.
Phase 5 · 2–3 weeks
Training & Go-Live
Role-based training for finance staff, payment administrators, and customer service. Phased go-live starting with one service type (typically property tax) and expanding. Dedicated support during the 60-day hypercare period.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess adoption metrics, channel migration progress, reconciliation efficiency, and payment failure patterns. Fee structure optimization. Source code access means optimization never requires vendor engagement.