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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 Pulse CRM?

Pulse CRM is a specialized platform designed for the effective management of customer relationships and portfolio oversight, specifically catered to independent sales organizations and payment-processing firms, overseeing the entire merchant experience from lead acquisition to application submission, underwriting, onboarding, and managing residual payments, along with portfolio analysis. This system streamlines merchant onboarding through automation across various ISOs and features integrated tools for risk assessment and underwriting, which significantly speed up the approval process. The platform includes tailored features for tracking and reporting residuals that are in sync with payment service operations, alongside robust dashboard analytics that monitor the performance of both agents and merchants. Furthermore, it adopts a centralized approach to workflow automation and enhances document management while including essential compliance checks, allowing users to transition from unwieldy spreadsheets and disjointed systems to a unified solution that boosts efficiency. This innovative tool not only enhances operational capabilities for organizations but also plays a crucial role in elevating customer satisfaction levels, making it an invaluable asset in today’s competitive landscape. Ultimately, Pulse CRM empowers businesses with the resources they need to thrive and adapt in a constantly evolving market.

Media

Media

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

$299 per month
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

Pulse CRM

Company Location

United States

Company Website

pulsecrm.com

Categories and Features

Categories and Features

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