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Average Ratings 0 Ratings

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ease
features
design
support

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Description

OptiFlow Merchant provides builders merchants and trade suppliers with an intelligent AI sales assistant named Otis. Otis is designed to handle product inquiries, generate quotes that are checked for pricing and stock availability, and manage orders both online and at trade counters, seamlessly integrating with the merchant's existing ERP systems such as Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as popular ecommerce platforms like Shopify, WooCommerce, Magento, and BigCommerce. Rather than replacing the ERP, Otis operates within it to enhance functionality. Additionally, OptiFlow Technologies provides a range of other tools, including OptiFlow Quote for instant priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist known as OptiFlow Lite, and OptiFlow Watch for contract and cost oversight, as well as over 25 complimentary trade calculators. All of these solutions are developed specifically for businesses in the UK and Ireland, ensuring a tailored approach to local needs. The comprehensive suite of services aims to empower merchants and suppliers to optimize their operations and improve customer interactions.

Description

PegasusCRM is a comprehensive cloud-based customer relationship management solution tailored for the merchant services sector, designed to assist independent sales organizations, processors, and acquiring firms in effectively overseeing leads, merchant onboarding, support, residuals, and portfolio management within a single platform. Its capabilities include a sophisticated sales-funnel engine equipped with partner and agent portals, the convenience of digital signatures, and auto-filled merchant agreements that expedite the closing of deals; a boarding module that incorporates document management and task as well as meeting tracking to enhance the efficiency of merchant setup; daily operational communication and maintenance tools featuring VoIP and email integration, equipment tracking, and a ticketing system for support; in addition to a robust residual-reporting suite that facilitates the computation of payouts, bonuses, deductions, and multi-tiered commissions across multiple processors, all supported by informative dashboards and analytics that track performance and agent activities. Furthermore, this platform aims to streamline workflows and improve overall productivity for its users in the competitive landscape of merchant services.

API Access

Has API

API Access

Has API

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No images available

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Integrations

Adobe Acrobat
BigCommerce
CSS
First Data
Gmail
HTML
Magento
Microsoft Exchange
Shopify
WhatsApp
WooCommerce
Yahoo! Mail

Integrations

Adobe Acrobat
BigCommerce
CSS
First Data
Gmail
HTML
Magento
Microsoft Exchange
Shopify
WhatsApp
WooCommerce
Yahoo! Mail

Pricing Details

Contact for pricing
Free Trial
Free Version

Pricing Details

$895 per month
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

OptiFlow Technologies

Founded

2025

Country

United Kingdom

Website

optiflowtechnologies.io

Vendor Details

Company Name

PegasusCRM

Founded

2000

Country

United States

Website

www.pegasuscrm.net

Product Features

Product Features

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