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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

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.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat No 
CSS No 
First Data No 
Fiserv Yes 
Gmail No 
HTML No 
Microsoft Exchange No 
PCS Yes 
Paysafe Yes 
TSYS Yes 
Yahoo! Mail No 

Integrations

Adobe Acrobat Yes 
CSS Yes 
First Data Yes 
Fiserv No 
Gmail Yes 
HTML Yes 
Microsoft Exchange Yes 
PCS No 
Paysafe No 
TSYS No 
Yahoo! Mail Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$895 per month
Free Trial No 
Free Version Yes 

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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

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

Vendor Details

Company Name

PegasusCRM

Founded

2000

Country

United States

Website

www.pegasuscrm.net

Product Features

Product Features

Alternatives

Alternatives

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