Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NMI Payments Reviews & Ratings
    114 Ratings
    Company Website
  • PayKings Reviews & Ratings
    105 Ratings
    Company Website
  • Convesio Reviews & Ratings
    63 Ratings
    Company Website
  • Azore CFD Reviews & Ratings
    26 Ratings
    Company Website
  • Ecwid Reviews & Ratings
    1,030 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,143 Ratings
    Company Website
  • Descartes Sellercloud Reviews & Ratings
    105 Ratings
    Company Website
  • Planview AdaptiveWork Reviews & Ratings
    718 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website

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 OpsAgents Leads?

OpsAgents Leads presents a sophisticated dashboard tailored for lead management that not only identifies and refines potential clients but also crafts customized outreach messages and tracks all interactions until a successful call is arranged. It adeptly identifies prospects that match your ideal customer profile, assigns and enhances heat scores for each lead, generates personalized outreach for your approval, and monitors conversations across various platforms until a call is confirmed. With a multi-workspace configuration, it provides a comprehensive admin dashboard that manages the entire sales funnel, enhanced by an AI assistant that works alongside you throughout the process. Crucially, no communication is sent without your explicit approval, ensuring you maintain complete control over every step. This cutting-edge tool, developed by OpsAgents AI, is specifically designed to optimize your lead management processes and significantly improve your conversion rates. Overall, OpsAgents Leads integrates advanced technology with user-friendly features to elevate your sales strategy.

Media

Media

No images available

Integrations Supported

Fiserv
PCS
Paysafe
TSYS

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$149/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Payitiv

Date Founded

2020

Company Location

United States

Company Website

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

Company Facts

Organization Name

OpsAgents AI

Date Founded

2026

Company Location

Israel

Company Website

opsagents.agency/products/leads

Categories and Features

Merchant Management

Not specified

Categories and Features

Popular Alternatives

Popular Alternatives

Apollo Reviews & Ratings

Apollo

Apollo.io