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Description
ISOhub is the #1 CRM designed specifically for merchant services and payment processing organizations. It helps ISOs manage every aspect of their business—merchants, sales teams, commissions, leads, and onboarding—in one centralized platform. With features like quota tracking, bonus program management, and automated residuals, ISOhub empowers sales leaders to reward performance while maintaining financial accuracy. The executive dashboard provides a 360-degree view of business performance, from top-performing agents to detailed processor data and historical revenue trends. Integrated support ticketing ensures that agents and merchants receive timely resolutions, strengthening relationships and improving retention. ISOhub’s flexible commission engine handles even complex split structures, eliminating manual errors and providing agents with clear, transparent payouts. Designed for scalability, it grows alongside ISOs, whether they’re managing a few agents or nationwide teams. By combining automation with actionable insights, ISOhub equips ISOs to maximize efficiency, increase revenue, and stay competitive.
Description
RiseCRM is a robust, cloud-based customer relationship management system tailored exclusively for merchant-services activities, aimed at optimizing the entire merchant lifecycle, from onboarding and ongoing support to reporting and API integrations, all within a unified platform. This innovative solution facilitates the same-day activation of eligible merchants by leveraging automated underwriting and onboarding features, which minimizes manual input and fuels business expansion. Moreover, it streamlines support processes, allowing service teams to efficiently manage and respond to inquiries from a single login, while also offering detailed reporting on transaction processing, residual income, and expense evaluations to enhance strategic decision-making. With its built-in RESTful APIs and seamless integration into extensive payment ecosystems, RiseCRM fosters effective collaboration among independent software vendors (ISVs), independent sales organizations (ISOs), internal teams, and partnership models. Supporting a diverse range of business models, such as ISOs, software vendors, associations, referral partners, and franchise networks, RiseCRM offers tailored workflows to accommodate complex sales structures, ensuring that all partners can effectively navigate their respective operations. Ultimately, RiseCRM positions itself as an essential tool for driving efficiency and growth within the merchant-services sector.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ARISE from Aurora Payments
Zendesk
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
Impact Techlab
Founded
2014
Country
United States
Website
theisohub.com
Vendor Details
Company Name
Aurora Payments
Founded
2005
Country
United States
Website
risewithaurora.com/customer-management/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management