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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
We recognize that modern enterprises require substantial attention and assistance. This is achieved by delivering exceptional service and complimentary processing solutions to our clients, while drawing on years of expertise in payment processing to ensure our merchants enjoy an unparalleled payments experience. From the very first interaction, we attentively listen to your requirements, enabling us to offer the most suitable rate structure tailored to your business.
Our commitment to transparency, skill, and reliability forms the core of our approach, which is why we provide Interchange and Zero Cost Processing pricing options. Our clear and honest pricing models empower clients to fully grasp their rates and fees, bringing them a sense of security. Additionally, we prioritize aligning our merchants with the ideal processing solution that caters to their unique business needs, eliminating the uncertainty that often arises when establishing a merchant account. By doing so, we help our clients navigate the complexities of payment processing with confidence and ease.
API Access
Has API
API Access
Has API
Integrations
Fiserv
PCS
Paysafe
TSYS
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
Payitiv
Founded
2020
Country
United States
Website
isoagentservices.com/payitiv-crm-merchant-system/
Vendor Details
Company Name
ProMerchant
Founded
2018
Country
United States
Website
www.promerchant.com
Product Features
Product Features
Credit Card Processing
Cash Transactions
Contactless NFC
Electronic Receipts
Electronic Signature
Mobile Card Reader
PCI Compliance