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What is PegasusCRM?

PegasusCRM is an all-encompassing cloud-based customer relationship management tool specifically crafted for the merchant services industry, aiming to support independent sales organizations, processors, and acquiring firms in managing leads, merchant onboarding, support, residuals, and portfolio management through a unified platform. This solution features an advanced sales-funnel engine that includes partner and agent portals, the ease of digital signatures, and auto-filled merchant agreements to accelerate the deal-closing process; a boarding module that offers document management alongside task and meeting tracking to optimize merchant setup efficiency; and daily operational communication tools that integrate VoIP and email, equipment tracking, and a support ticketing system. Additionally, it boasts a powerful residual-reporting suite designed to calculate payouts, bonuses, deductions, and multi-tiered commissions from various processors, all complemented by insightful dashboards and analytics that monitor performance and agent activities. This comprehensive platform not only seeks to enhance workflows but also aims to significantly boost overall productivity for users navigating the competitive merchant services market. Ultimately, PegasusCRM is dedicated to ensuring that its clients can efficiently adapt to the ever-evolving landscape of customer relationship management.

What is BATS?

BATS serves as the premier software solution crafted to automate, improve, supervise, and grow your transportation business with remarkable efficiency. With its state-of-the-art pricing engine, you can easily determine prices for your opportunities either through automation or with just a single click. Our electronic signing capability enables you to collect signatures from both customers and carriers, even if they are not registered on Central Dispatch. The comprehensive billing module of BATS efficiently manages customer credit card transactions, supervises commission allocations, and oversees all accounts receivable and payable tasks. Moreover, BATS features dynamic reporting dashboards that grant real-time insights into your company's performance and your sales teams, with financial dashboards showcasing essential KPIs in real-time. Boost your communication efforts with automated alerts, on-demand emails, and drip sales email campaigns, removing the need for external services like Mailchimp or Constant Contact. In this way, BATS empowers your transportation business with all the necessary resources for thorough management and sustainable growth. With these innovative features, your operations can achieve unprecedented efficiency and effectiveness.

Media

Media

Integrations Supported

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Yahoo! Mail

Integrations Supported

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Yahoo! Mail

API Availability

Has API

API Availability

Has API

Pricing Information

$895 per month
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

PegasusCRM

Date Founded

2000

Company Location

United States

Company Website

www.pegasuscrm.net

Company Facts

Organization Name

BATS

Date Founded

2016

Company Website

bats.rocks/

Categories and Features

Categories and Features

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