Payitiv CRM Description
The Payitiv CRM Merchant System is a comprehensive agent and merchant portal designed to optimize processes related to sales, onboarding, support, and residual management for payment service portfolios. This system empowers agents to efficiently oversee their sales pipeline, craft professional rate-comparison proposals in various formats, and quickly generate electronic contracts, which significantly enhances the speed of merchant acquisitions. By automating residual calculations and portfolio monitoring, agents can dedicate more time to selling rather than managing spreadsheets. Additionally, the platform provides a merchant tracker that offers real-time insights into how potential clients interact with websites, the performance of existing customers, and identifies accounts that may be inactive. The suite of lead-management tools features SMS outreach capabilities, customizable reporting for lead fields, and automatic notifications for team members as deals progress through different stages, ensuring that agents remain informed and proactive throughout the sales cycle. Overall, this integrated system significantly boosts efficiency and effectiveness in managing payment service portfolios.
Payitiv CRM Alternatives
Convesio
Convesio gives commerce businesses the edge they need to grow faster — combining ultra-reliable WordPress hosting with seamless, built-in payment processing.
At the heart of it all is ConvesioPay, a powerful payments platform that integrates directly with your hosting stack. No clunky plugins. No middlemen. Just faster, more secure transactions that help you convert and scale without friction.
With auto-scaling containers, PCI-compliant infrastructure, and real-time revenue insights, Convesio removes the bottlenecks that slow down online stores. It’s performance, payments, and peace of mind — all in one place.
Highlights:
Integrated payments through ConvesioPay
Built for WooCommerce and high-traffic stores
Enterprise-grade uptime and scalability
Security-first, PCI-compliant environment
Real-time performance and revenue visibility
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NMI Payments
NMI Payments gives developers, SaaS builders, ISVs and ISOs a simple path to embedded payments. As a full-stack processor, acquirer, and technology partner, NMI enables you to integrate, brand, and manage payment acceptance within your platform—without becoming a PayFac or building complex infrastructure.
The platform combines flexibility, scalability, and speed, offering white-labeled payments infrastructure that keeps your brand front and center. With omnichannel support for in-store, online, in-app, and unattended payments, you can deliver a consistent merchant experience across every touchpoint. NMI also manages onboarding, compliance, and risk, freeing your team to focus on innovation and customer growth.
Developer-First Experience
NMI’s developer-first environment puts full control in your hands. Build, test, and launch payments in a modern sandbox with clear documentation and ready-to-use code snippets. Guided onboarding flows and API recipes simplify integration, while low-code and no-code tools accelerate deployment. Business users can evaluate monetization options with instant revenue calculators and self-service sign-up.
Whether you’re embedding payments for the first time or scaling across channels, NMI helps you go live faster, stay compliant, and grow with confidence
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TRAY
TRAY, a cloud-based platform that enables merchants in the Family Entertainment and Amusement industries to provide service on-demand, is called a cloud-based software platform. The product suite includes self-order kiosks and online ordering, electronic waivers and a mobile app. It also allows party bookings and reservations to be made. TRAY's integration options allow for automated email marketing, inventory, cashless gambling cards, and third-party online orders. TRAY's kiosks are compatible with most major point-of-sale systems, allowing merchants the ability to provide self-service without replacing their existing technology infrastructure. TRAY's platform was built with self-service in view. Kiosks have an intuitive and attractive interface that is image-driven. The kiosks can be customized to become an extension of the merchant’s brand from start till checkout. This platform can be scaled to accommodate both single-location operators and larger businesses.
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Pulse CRM
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.
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Integrations
Company Details
Company:
Payitiv
Year Founded:
2020
Headquarters:
United States
Website:
isoagentservices.com/payitiv-crm-merchant-system/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
Payitiv CRM Features and Options
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