Pulse CRM 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.

Pricing

Pricing Starts At:
$299 per month
Free Version:
Yes

Integrations

API:
Yes, Pulse CRM has an API
No Integrations at this time

Reviews

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Company Details

Company:
Pulse CRM
Headquarters:
United States
Website:
pulsecrm.com

Media

Pulse CRM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Live Rep (24/7)
Online Support

Pulse CRM Features and Options

Pulse CRM Lists

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