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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 Mastercard Intelligence Center?

Successful customer engagement is fundamentally dependent on a comprehensive and analytical understanding of business trends. The Mastercard Intelligence Center (MIC) is an intuitive analytics solution tailored for financial institutions, providing them with essential insights into their portfolio performance. With its ability to analyze data in real-time from constantly updated sources, MIC allows banks to base their decisions on trustworthy analytics. Moreover, the platform presents customized benchmarks for similar card products that are refreshed weekly, which aids issuers in identifying improvement areas and uncovering new growth potentials. Financial institutions utilizing MIC gain access to vital datasets that are typically challenging to acquire, such as detailed merchant information, metrics on fraud, authorization processes, and interchange data. Users can easily assess any key performance indicator (KPI) while having the option to segment data across various dimensions, including merchant category, specific merchants, product types, timeframes, channels, and locations, resulting in in-depth insights that inform strategic planning. In addition, the versatility of MIC enhances the ability of banks to adapt their strategies based on evolving market conditions. Ultimately, the extensive functionalities of MIC promote a deeper comprehension of industry trends, empowering banks to maintain a competitive edge in the financial sector.

Media

Media

Integrations Supported

Fiserv
Invoice Fly
PCS
Paysafe
TSYS
VendingMetrics
bitsCrunch

Integrations Supported

Fiserv
Invoice Fly
PCS
Paysafe
TSYS
VendingMetrics
bitsCrunch

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Payitiv

Date Founded

2020

Company Location

United States

Company Website

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

Company Facts

Organization Name

Mastercard Data & Services

Date Founded

1966

Company Location

United States

Company Website

www.mastercardservices.com/en/solutions/mastercard-intelligence-center

Categories and Features

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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