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Average Ratings 0 Ratings

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ease
features
design
support

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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

Evaluating performance among peers, both within the organization and across the industry, is crucial for any service-based business to safeguard the interests of its customers, agents, and its own operations. This process encompasses compliance monitoring, tracking adherence, and identifying breaches. By utilizing our unique multi-level, multi-owner scoring system, you can gain insights into how each partner and vendor is performing. Additionally, you can explore the factors contributing to customer loyalty through surveys and in-depth analytics provided by Spade. Our extensive range of reports enables you to assess customer loyalty effectively. Conducting thorough analyses allows you to uncover root causes, pinpoint common pitfalls, and determine training requirements. With Spade analytics, every question will be addressed, ensuring comprehensive understanding and improvement. Ultimately, this commitment to detail and analysis fosters a culture of continuous enhancement within your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Celtycs Outsourcing Services

Country

India

Website

spadeondemand.com

Product Features

Product Features

Quality Management

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

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