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Description
Pulse CRM is a specialized system created for managing customer relationships and portfolio oversight, tailored for independent sales organizations and payment-processing companies, effectively overseeing the entire merchant journey from acquiring leads and submitting applications to underwriting, onboarding, residual payments, and analyzing portfolios. It facilitates automated merchant onboarding across various ISOs and includes integrated risk assessment and underwriting tools that help expedite the approval process. Features for tracking and reporting residuals are specifically designed to align with payment service operations, complemented by comprehensive dashboard analytics that track both agent and merchant performance. Additionally, it provides a centralized approach to workflow automation, enhances document management processes, and incorporates compliance checks, enabling users to move away from cumbersome spreadsheets and multiple separate systems in favor of a cohesive solution that increases efficiency. This innovative tool ultimately empowers organizations to optimize their operational capabilities while improving customer satisfaction.
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
Integrations
ARISE from Aurora Payments
Zendesk
Pricing Details
$299 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
Pulse CRM
Country
United States
Website
pulsecrm.com
Vendor Details
Company Name
Aurora Payments
Founded
2005
Country
United States
Website
risewithaurora.com/customer-management/