Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SuperOps Reviews & Ratings
    295 Ratings
    Company Website
  • Josys Reviews & Ratings
    263 Ratings
    Company Website
  • Auvik Reviews & Ratings
    678 Ratings
    Company Website
  • Thinfinity Workspace Reviews & Ratings
    16 Ratings
    Company Website
  • Comet Backup Reviews & Ratings
    219 Ratings
    Company Website
  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • ManageEngine ADManager Plus Reviews & Ratings
    716 Ratings
    Company Website
  • Bacula Enterprise Reviews & Ratings
    125 Ratings
    Company Website
  • ManageEngine ADSelfService Plus Reviews & Ratings
    178 Ratings
    Company Website
  • NinjaOne Reviews & Ratings
    6,065 Ratings
    Company Website

What is Uniportal?

Uniportal is a cloud-based platform focused on AI operations, specifically designed for managed service providers (MSPs). This platform seamlessly connects an AI agent with the service desks and operational tools used by MSPs, such as PSA, RMM, identity management, documentation, and cloud distribution systems. The sophisticated AI agent is capable of understanding the context of support tickets and follows predefined natural-language procedures, enabling it to either recommend or carry out authorized troubleshooting and account management tasks, with tailored approval settings for various tools and actions. MSPs are provided with the option to personalize runbooks according to their clients' needs, while technicians can oversee the agent's functionality throughout the ticketing process. Moreover, there is a client portal that allows end users to submit requests and create tickets. Uniportal is specifically aimed at enhancing the efficiency of MSP helpdesk teams by effectively handling routine Level 1 and Level 2 tasks, like password resets and account adjustments. As a result, a job that usually takes a technician approximately 45 minutes can be reduced to just 2 minutes for evaluation. This remarkable streamlining not only boosts productivity but also significantly elevates the quality of service provided to clients, ultimately fostering better client relationships and satisfaction.

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.

Media

No images available

Media

Integrations Supported

Addigy
Autotask PSA
ConnectWise PSA
Datto RMM
Egnyte
Google Workspace
HaloPSA
Hudu
IT Glue
Level
Microsoft 365
NinjaOne
Pax8

Integrations Supported

API Availability

API Availability

Pricing Information

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Uniportal Inc.

Date Founded

2025

Company Location

Canada

Company Website

uniportal.ai

Company Facts

Organization Name

Defyne Payments

Date Founded

2017

Company Location

United States

Company Website

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

Categories and Features

MSP

Not specified

Categories and Features

Merchant Management

Not specified

Popular Alternatives

Popular Alternatives

Thread Reviews & Ratings

Thread

Thread Magic
Payitiv CRM Reviews & Ratings

Payitiv CRM

Payitiv