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What is Payitiv CRM?

The Payitiv CRM Merchant System serves as a robust portal for agents and merchants, aimed at streamlining various aspects of sales, onboarding, customer support, and the management of residuals within payment service portfolios. This innovative system allows agents to effectively manage their sales processes, create professional proposals that compare rates in multiple formats, and swiftly produce electronic contracts, thereby accelerating the acquisition of merchants. By automating the calculation of residuals and the oversight of portfolio performance, agents are able to focus more on selling instead of dealing with complicated spreadsheets. Moreover, the platform includes a merchant tracker that delivers real-time data on potential clients' interactions with websites, evaluates existing customer performance, and pinpoints accounts that might be inactive. The collection of lead-management tools also boasts SMS outreach functionality, customizable reports tailored to lead specifics, and automated alerts for team members as deals progress through various phases, ensuring agents stay informed and active throughout the sales process. In addition, this integrated system not only enhances efficiency and productivity but also supports agents in achieving higher success rates in managing payment service portfolios. Ultimately, the Payitiv CRM Merchant System provides a seamless solution that empowers users to work smarter, not harder.

What is HelpOnClick Live Chat?

HelpOnClick is a cutting-edge, cloud-based live chat and help desk solution designed specifically for small to medium-sized businesses. The platform's intuitive interface allows companies to seamlessly interact with their website visitors, thereby improving customer support and driving sales growth. With a variety of features such as real-time traffic monitoring, customizable notifications, icons, and messages, a virtual chat assistant, and compatibility with widely-used platforms like Facebook, Drupal, WordPress, and Joomla, HelpOnClick offers a comprehensive support system. Additionally, this software not only facilitates communication but also helps businesses foster a more engaging and dynamic online experience for their customers. By utilizing HelpOnClick, organizations can significantly enhance their customer service capabilities while simultaneously increasing their online visibility.

Media

Media

Integrations Supported

Fiserv
PCS
Paysafe
TSYS

Integrations Supported

CS-Cart Multi-Vendor
CS-Cart Store Builder
Facebook
Freshdesk
Gmail
Google Analytics
Kontent.ai
Mojo Helpdesk
Salesforce
Shopify
WordPress
X (Twitter)
Zendesk
Zoho CRM

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$12.00/month/user
Discounts are available for quarterly and annual plans. Pricing starts at $7.2 per user per month.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Payitiv

Date Founded

2020

Company Location

United States

Company Website

isoagentservices.com/payitiv-crm-merchant-system/

Company Facts

Organization Name

HelpOnClick

Date Founded

2004

Company Location

United States

Company Website

www.helponclick.com

Categories and Features

Merchant Management

Not specified

Categories and Features

Customer Service

Live Chat
Surveys & Feedback

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Multi-Channel Communication
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Live Chat

Canned Responses
Customizable Branding
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

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