Audience
Payment-industry agents and ISOs to manage, onboard, service and grow their merchant portfolios
About Payitiv CRM
Payitiv CRM Merchant System is an integrated, end-to-end agent/merchant portal crafted to streamline sales, onboarding, support, and residual management for payment-services portfolios. It enables agents to manage their pipeline, create professional rate-comparison proposals (including interchange, tiered, and ERR formats), and generate electronic contracts in seconds, thereby accelerating merchant acquisitions. It automates residual calculations and portfolio tracking so agents spend less time on spreadsheets and more on selling, and offers real-time insight via a merchant tracker into how prospects engage with websites, how current clients are performing, and which accounts may be idle. Lead-management tools include SMS outreach, customizable lead-field reporting, and auto-notification of team members as deals move through the cycle.
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Company Information
Payitiv
Founded: 2020
United States
isoagentservices.com/payitiv-crm-merchant-system/
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