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Average Ratings 0 Ratings

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ease
features
design
support

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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

Task Tracker & Sale Tracker is a comprehensive SaaS solution aimed at boosting business productivity and enhancing sales effectiveness through a unified platform. The Task Tracker module streamlines operations with GPS-based employee attendance, real-time task tracking, WhatsApp notifications, timesheets, and detailed performance reports, making team management easy regardless of location. Sale Tracker empowers sales teams with features like centralized lead capture, automatic lead distribution, timely follow-up reminders, sales funnel management, and team goal tracking. Real-time tracking of field officers and verification of client visits ensure accurate monitoring of sales activities and prevent missed opportunities. Designed for mobile-first use, the cloud-based platform offers businesses transparency, accountability, and actionable insights all in one place. Industries such as real estate, manufacturing, field sales, and service sectors benefit greatly from this integrated approach. Task Tracker & Sale Tracker helps companies organize workflows, improve responsiveness, and increase revenue. It’s an ideal tool for businesses aiming to scale smarter and manage teams more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Fiserv
PCS
Paysafe
TSYS

Integrations

Fiserv
PCS
Paysafe
TSYS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$18/user/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

Payitiv

Founded

2020

Country

United States

Website

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

Vendor Details

Company Name

Task Tracker

Founded

2021

Country

India

Website

tasktracker.in/

Product Features

Product Features

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Alternatives

Alternatives

Merlin Sales Tracker Reviews

Merlin Sales Tracker

Merlin Tech Labs