Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OpsAgents Leads is an advanced dashboard for managing leads that identifies and enhances potential clients, composes tailored outreach messages, and monitors all interactions until a call is successfully scheduled. It effectively locates prospects aligning with your ideal customer profile, enhances and assigns heat scores to each lead, generates personalized outreach for your review, and tracks conversations across all platforms leading to a confirmed call. Featuring a multi-workspace setup, it offers an overarching admin dashboard that oversees the entire sales funnel, complemented by an AI assistant that collaborates with you throughout the pipeline. Importantly, no communication is dispatched without your consent, ensuring complete control over the process. This innovative solution is brought to you by OpsAgents AI, designed to streamline your lead management and boost conversion rates.
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Fiserv
No
PCS
No
Paysafe
No
TSYS
No
Pricing Details
$149/month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
OpsAgents AI
Founded
2026
Country
Israel
Website
opsagents.agency/products/leads
Vendor Details
Company Name
Payitiv
Founded
2020
Country
United States
Website
isoagentservices.com/payitiv-crm-merchant-system/