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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 PayiQ?

PayiQ stands out as an advanced payment processing and intelligence platform that utilizes cloud technology to modernize legacy payment systems from before the internet era into a versatile, secure, and data-centric solution for merchants, independent sales organizations, and software vendors, offering a wide range of processing services, automation tools, and detailed consumer analytics. The cloud-based architecture enables faster transaction processing and bolsters security while automating essential management functions like risk assessment, merchant onboarding, chargeback handling, and residual calculations, thus reducing manual effort and operational expenses for partners and resellers, which allows them to focus on enhancing their revenue opportunities. Additionally, for merchants, PayiQ diligently collects and analyzes extensive transaction and order data from numerous sources, transforming previously anonymous cardholders into recognizable first-party profiles that reveal their buying behaviors, preferences, and shopping frequency, which plays a crucial role in developing customized marketing approaches. This forward-thinking strategy not only boosts customer engagement but also nurtures lasting loyalty by delivering personalized experiences tailored to individual consumer insights, ultimately fostering deeper connections between brands and their customers. As a result, PayiQ not only streamlines payment processes but also empowers businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Fiserv
PCS
Paysafe
TSYS

Integrations Supported

API Availability

API Availability

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

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

PayiQ

Company Location

United States

Company Website

pay-iq.com

Categories and Features

Merchant Management

Not specified

Categories and Features

Payment Processing

Not specified

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