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What is RiseCRM?

RiseCRM is a powerful, cloud-driven customer relationship management platform specifically designed for merchant-services operations, focusing on enhancing the entire lifecycle of merchants, from initial onboarding and continuous support to comprehensive reporting and API integrations, all within a single, cohesive interface. This cutting-edge platform enables eligible merchants to be activated on the same day by utilizing automated underwriting and onboarding capabilities, which significantly reduces the need for manual data entry and promotes business growth. Additionally, it simplifies support workflows, empowering service teams to efficiently handle and address customer inquiries through a single access point, while providing in-depth insights into transaction processing, residual income, and expense assessments to support informed strategic choices. With its integrated RESTful APIs and smooth integration with broad payment ecosystems, RiseCRM encourages productive collaboration among independent software vendors (ISVs), independent sales organizations (ISOs), internal teams, and various partnership arrangements. Catering to a wide array of business models, including ISOs, software vendors, associations, referral partners, and franchise networks, RiseCRM delivers customized workflows that adapt to intricate sales frameworks, ensuring that all collaborators can effectively manage their unique operations. Furthermore, RiseCRM continually evolves to meet the changing needs of the industry, solidifying its role as a vital resource for enhancing operational efficiency and fostering growth within the merchant-services landscape.

What is ISOhub?

ISOhub is a powerful, all-in-one CRM platform tailored for independent sales organizations and merchant service agents. Unlike generic CRMs, ISOhub is purpose-built for the payment processing industry, addressing the unique challenges of merchant onboarding, residual management, and agent performance tracking. Its intuitive dashboard consolidates critical data, enabling ISOs to monitor merchant growth, processing activity, attrition, and revenue streams in real time. Agent management tools let leaders set buy rates, track quotas, and run bonus programs while automating residual commissions for accuracy and transparency. Residual import and mapping features make handling complex commission structures effortless, saving hours of manual calculations each month. ISOhub also includes support ticketing and communication features, ensuring smooth merchant and agent support from onboarding to ongoing service. With historical transaction tracking, ISOs can analyze trends and identify new opportunities for growth. The platform integrates seamlessly into daily workflows, providing agents with pricing tools, residual visibility, and self-service onboarding capabilities. Trusted by ISOs across the country, ISOhub is proven to scale operations, increase efficiency, and provide actionable insights for business growth. More than just software, it’s a strategic partner designed to transform how ISOs manage their merchants and sales teams.

Media

Media

No images available

Integrations Supported

ARISE from Aurora Payments
Zendesk

Integrations Supported

ARISE from Aurora Payments
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Aurora Payments

Date Founded

2005

Company Location

United States

Company Website

risewithaurora.com/customer-management/

Company Facts

Organization Name

Impact Techlab

Date Founded

2014

Company Location

United States

Company Website

theisohub.com

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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