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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 PMI Infinity?

PMI Infinity represents a groundbreaking AI assistant developed by the Project Management Institute (PMI), aimed at offering project professionals customized guidance via an intuitive conversational platform. Drawing from a rich repository of more than 14,000 carefully selected pieces of PMI content, it delivers valuable insights into industry best practices, work breakdown structures, risk management tactics, and globally acknowledged project management standards. Its standout features include a comprehensive library of prompts for user queries, specialized AI agents that aid in the creation of project charters, RACI charts, and risk management plans, alongside the ability to upload and assess project documents for concise summaries. Furthermore, it promotes transparency by enabling users to track the sources of its advice, thereby building confidence in the information it supplies. The platform is conveniently accessible through both the web and the PMI Official mobile application, firmly anchored in PMI's worldwide standards and community-driven insights, while also prioritizing data security and dependable outputs over generic online information. With these elements combined, PMI Infinity seeks to significantly boost the efficiency and effectiveness of project management methodologies across a multitude of industries, ensuring that users receive relevant and actionable insights tailored to their specific needs. Ultimately, this innovative tool represents a significant step forward in empowering project management professionals.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Defyne Payments

Date Founded

2017

Company Location

United States

Company Website

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

Company Facts

Organization Name

PMI

Date Founded

1969

Company Location

United States

Company Website

www.pmi.org/infinity

Categories and Features

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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