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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Dynamic Merchant Solutions stands out as the top provider of merchant services in Los Angeles, delivering customized payment solutions to enterprises of varying scales across multiple sectors. Renowned as one of the foremost merchant service processing firms in the area, we emphasize our steadfast dedication to integrity and dependability. Our expert team is committed to providing clear and professional services, guaranteeing that we uphold every commitment made to our clients. By offering an extensive range of merchant services in Los Angeles, CA—such as EMV solutions, gift card initiatives, sophisticated POS systems, and mobile processing—we optimize your payment workflows and significantly boost customer satisfaction levels. Our mission is to empower businesses by ensuring their payment processes are not only efficient but also tailored to meet their specific needs.

Description

The Payitiv CRM Merchant System is a comprehensive agent and merchant portal designed to optimize processes related to sales, onboarding, support, and residual management for payment service portfolios. This system empowers agents to efficiently oversee their sales pipeline, craft professional rate-comparison proposals in various formats, and quickly generate electronic contracts, which significantly enhances the speed of merchant acquisitions. By automating residual calculations and portfolio monitoring, agents can dedicate more time to selling rather than managing spreadsheets. Additionally, the platform provides a merchant tracker that offers real-time insights into how potential clients interact with websites, the performance of existing customers, and identifies accounts that may be inactive. The suite of lead-management tools features SMS outreach capabilities, customizable reporting for lead fields, and automatic notifications for team members as deals progress through different stages, ensuring that agents remain informed and proactive throughout the sales cycle. Overall, this integrated system significantly boosts efficiency and effectiveness in managing payment service portfolios.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Fiserv
PCS
Paysafe
TSYS

Integrations

Fiserv
PCS
Paysafe
TSYS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dynamic Merchant Solutions

Founded

2015

Country

United States

Website

dynamicmerchantsolutions.com

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

isoagentservices.com/payitiv-crm-merchant-system/

Product Features

Credit Card Processing

Cash Transactions
Contactless NFC
Electronic Receipts
Electronic Signature
Mobile Card Reader
PCI Compliance

Product Features

Alternatives