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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 Merchant Industry?

Merchant Industry operates as a robust provider of card-processing and payment solutions nationwide, tailored to businesses of all sizes through its integrated platform. The company delivers an array of services, which encompass standard card processing, dual-pricing strategies, surcharging options, high-risk processing, and equipment financing, in addition to a wide variety of hardware and software products, such as terminals, POS systems, mobile devices, a payment-gateway API, embedded payment solutions, and virtual-terminal capabilities. Furthermore, Merchant Industry builds strong partnerships with ISOs, agents, ISVs, and developers, offering them access to a specialized portal, CRM tools, and referral programs designed to enhance collaboration. With a strong focus on personalized support, dedicated account managers, and marketing resources, the company guarantees prompt residual payments and efficiently manages significant transaction volumes annually. Its mission revolves around empowering merchants to accept payments effortlessly, both in physical stores and online, while also offering financing and equipment alternatives to reduce initial costs, thereby improving the overall experience for businesses. In addition to these offerings, Merchant Industry remains committed to evolving its services to align with the dynamic needs of its clients in the competitive payment industry, ensuring they are well-equipped to thrive in the ever-changing market landscape.

Media

Media

Integrations Supported

Fiserv
PCS
Paysafe
TSYS

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

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
Webinars
Online 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

Merchant Industry

Date Founded

2007

Company Location

United States

Company Website

www.merchantindustry.com

Categories and Features

Merchant Management

Not specified

Categories and Features

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