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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
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