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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 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.
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
Defyne Payments
Date Founded
2017
Company Location
United States
Company Website
www.defynepayments.com/privvy-iso-crm/