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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 Merchanto?

Achieve optimal chargeback deflection effortlessly. Bid farewell to chargebacks with our integrated approach that unites merchants and issuers. Merchanto serves as a comprehensive, all-in-one solution designed to eradicate chargebacks entirely. As a recognized partner of Visa and MasterCard, Merchanto links you to a vast network encompassing over 99% of their issuers worldwide. We enable the instantaneous exchange of dispute data, transaction specifics, and other vital information between retailers and financial institutions. Our platform, backed by a multitude of global issuers, provides proactive pre-dispute solutions that prevent chargebacks before they even arise. Take action today to safeguard your merchant account for the long haul while enjoying peace of mind in your transactions.

Media

Media

No images available

Integrations Supported

Integrations Supported

Braintree
Ethoca
PayPal
Paysafe
Rapyd
Shopify
Slack
Stripe
Visa Intelligent Commerce
Zendesk

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$32
No monthly or initial fees for customers

Operate seamlessly with zero extra costs. Pay only for the valuable payload.

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

Training Options

Documentation Hub
Online Training
On-Site 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

Merchanto

Date Founded

2022

Company Location

Latvia

Company Website

merchanto.org

Categories and Features

Merchant Management

Not specified

Categories and Features

Chargeback Management

Chargeback Dispute Management
Chargeback Prevention
Chargeback Recovery
For Merchants
Fraud Detection
Reporting / Analytics

Popular Alternatives

Popular Alternatives

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