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What is Privvy ISO CRM?

Privvy ISO CRM stands as a dedicated account-management solution specifically designed for independent sales organizations, agents, resellers, and their merchant associates, seamlessly integrating onboarding, service management, and thorough account supervision into one cohesive platform. This innovative tool empowers agents to perform a wide range of functions, including application completion, service request submissions, user additions, and merchant activity tracking, all accessible through a single login, while also providing real-time visibility into vital metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates and a comprehensive searchable document repository, along with electronic disclosure submissions tied to underwriting processes, Privvy significantly boosts the efficiency of both onboarding and risk management operations. The platform is also designed to support hierarchical merchant group structures for clients operating across multiple locations, delivering detailed reports on card batches and ACH transactions, and issuing push notifications for any chargebacks or holds that arise. Moreover, it incorporates integrated email capabilities, allowing agents to interact directly with merchants without leaving the platform, thereby creating a smoother user experience and enhancing overall operational productivity. In essence, Privvy ISO CRM not only streamlines processes but also elevates the standard of service provided by agents to their merchant partners.

What is ChargeSentry?

Stop wasting your time and resources dealing with chargebacks! With ChargeSentry, you can automatically reclaim your lost revenue without the hassle. ChargeSentry stands out from the competition by being more affordable, user-friendly, and quicker to implement. Engaging in the tedious process of responding to chargebacks often proves to be ineffective due to inadequate evidence and cumbersome procedures. Many existing chargeback response services can be costly, involve lengthy contracts, and still leave you with additional work on your plate. Founded by experienced professionals from the e-commerce and merchant processing sectors, ChargeSentry was created to assist small and medium-sized online merchants in streamlining their chargeback responses and preventing revenue loss. Our team has amassed over 15 years of expertise in tackling chargebacks, ensuring that you can focus on growing your business rather than getting bogged down in disputes. Now, you can regain control over your finances and protect your hard-earned revenue effortlessly.

Media

Media

Integrations Supported

Integrations Supported

Authorize.Net
Bank of America Business Advantage
Braintree
Chase Business Complete Banking
Elavon
Fiserv
Global Payments
Maxio
PayCafe
PayPal
Paysafe
ProPay
Shopify
Square Payments
Stripe
TSYS
WooCommerce
Worldpay

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$99.95 per month
Packages start at $99/mo., with a free package option.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Defyne Payments

Date Founded

2017

Company Location

United States

Company Website

www.defynepayments.com/privvy-iso-crm/

Company Facts

Organization Name

ChargeSentry

Company Location

United States

Company Website

www.chargesentry.com

Categories and Features

Merchant Management

Not specified

Categories and Features

Accounts Receivable

Collections Management
Online Payment Processing
Partial Payments
Recurring Billing

Chargeback Management

Chargeback Dispute Management
Chargeback Prevention
Chargeback Recovery
For Banks / Issuers
For Merchants
For Suppliers / Manufacturers / Distributors
Fraud Detection
Reporting / Analytics

Churn Prevention

Not specified

eCommerce

Customer Accounts
Data Security
Mobile Access
Multi-Store Management
Order Management
Returns Management
Reviews Management

Finance

Not specified

Fraud Detection

For Banking
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition

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