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Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

Privvy ISO CRM is a specialized account-management platform tailored for independent sales organizations, agents, resellers, and their merchant partners, effectively combining onboarding, servicing, and comprehensive account oversight into a single solution. This platform allows agents to carry out various tasks, such as completing applications, submitting service requests, adding users, and tracking merchant activities, all from one centralized login, while simultaneously offering real-time insights into crucial metrics like chargebacks, ACH rejections, and batch processing. Featuring tools such as offer-code pricing templates and a searchable document repository, along with electronic disclosure submission linked to underwriting processes, Privvy enhances the efficiency of onboarding and risk management tasks. Additionally, it accommodates hierarchical merchant group structures for clients with multiple locations, provides in-depth reporting on card batches and ACH transactions, and sends push notifications for any holds or chargebacks. Furthermore, the platform includes integrated email functionality, enabling agents to communicate with merchants directly without navigating away from the portal, thereby fostering a seamless user experience and improving operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Yahoo! Mail

Integrations

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Yahoo! Mail

Pricing Details

$895 per month
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

PegasusCRM

Founded

2000

Country

United States

Website

www.pegasuscrm.net

Vendor Details

Company Name

Defyne Payments

Founded

2017

Country

United States

Website

www.defynepayments.com/privvy-iso-crm/

Product Features

Product Features

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Alternatives

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