Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Uniportal serves as a cloud-centric AI operations platform tailored for managed service providers (MSPs). It integrates an AI agent with MSP service desks and their operational tools, which encompass PSA, RMM, identity management, documentation, and cloud distribution systems. This advanced agent comprehends the context of support tickets, adheres to reusable natural-language procedures, and either suggests or executes approved troubleshooting and account management actions, with customizable approval settings for each tool and action. MSPs have the flexibility to customize runbooks for their specific clientele, while technicians can monitor the agent's performance within ticket workflows. Additionally, a client portal is available for end users to submit their requests and generate tickets. Designed specifically for MSP helpdesk teams, Uniportal efficiently manages repetitive L1 and L2 tasks, including password resets and account modifications. Consequently, a task that typically requires a technician around 45 minutes can be streamlined to a mere 2 minutes of evaluation. Furthermore, this efficiency not only enhances productivity but also improves overall service delivery for clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Addigy No 
Autotask PSA No 
ConnectWise PSA No 
Datto RMM No 
Egnyte No 
Google Workspace No 
HaloPSA No 
Hudu No 
IT Glue No 
Level No 
Microsoft 365 No 
NinjaOne No 
Pax8 No 

Integrations

Addigy Yes 
Autotask PSA Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Egnyte Yes 
Google Workspace Yes 
HaloPSA Yes 
Hudu Yes 
IT Glue Yes 
Level Yes 
Microsoft 365 Yes 
NinjaOne Yes 
Pax8 Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.
Free Trial No 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Defyne Payments

Founded

2017

Country

United States

Website

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

Vendor Details

Company Name

Uniportal Inc.

Founded

2025

Country

Canada

Website

uniportal.ai

Product Features

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Alternatives

Alternatives

Atera Reviews

Atera

4.8 out of 5 stars
Thread Reviews

Thread

Thread Magic