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Average Ratings 0 Ratings

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ease
features
design
support

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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

Screenshots View All

Integrations

Fiserv No 
PCS No 
Paysafe No 
TSYS No 

Integrations

Fiserv Yes 
PCS Yes 
Paysafe Yes 
TSYS Yes 

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/

Product Features

Product Features

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