Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
RiseCRM is a robust, cloud-based customer relationship management system tailored exclusively for merchant-services activities, aimed at optimizing the entire merchant lifecycle, from onboarding and ongoing support to reporting and API integrations, all within a unified platform. This innovative solution facilitates the same-day activation of eligible merchants by leveraging automated underwriting and onboarding features, which minimizes manual input and fuels business expansion. Moreover, it streamlines support processes, allowing service teams to efficiently manage and respond to inquiries from a single login, while also offering detailed reporting on transaction processing, residual income, and expense evaluations to enhance strategic decision-making. With its built-in RESTful APIs and seamless integration into extensive payment ecosystems, RiseCRM fosters effective collaboration among independent software vendors (ISVs), independent sales organizations (ISOs), internal teams, and partnership models. Supporting a diverse range of business models, such as ISOs, software vendors, associations, referral partners, and franchise networks, RiseCRM offers tailored workflows to accommodate complex sales structures, ensuring that all partners can effectively navigate their respective operations. Ultimately, RiseCRM positions itself as an essential tool for driving efficiency and growth within the merchant-services sector.
API Access
Has API
API Access
Has API
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
Aurora Payments
Founded
2005
Country
United States
Website
risewithaurora.com/customer-management/