Privvy ISO CRM Description
Privvy ISO CRM is a specialized account-management platform tailored for independent sales organizations, agents, resellers, and their merchant partners, effectively combining onboarding, servicing, and comprehensive account oversight into a single solution. This platform allows agents to carry out various tasks, such as completing applications, submitting service requests, adding users, and tracking merchant activities, all from one centralized login, while simultaneously offering real-time insights into crucial metrics like chargebacks, ACH rejections, and batch processing. Featuring tools such as offer-code pricing templates and a searchable document repository, along with electronic disclosure submission linked to underwriting processes, Privvy enhances the efficiency of onboarding and risk management tasks. Additionally, it accommodates hierarchical merchant group structures for clients with multiple locations, provides in-depth reporting on card batches and ACH transactions, and sends push notifications for any holds or chargebacks. Furthermore, the platform includes integrated email functionality, enabling agents to communicate with merchants directly without navigating away from the portal, thereby fostering a seamless user experience and improving operational efficiency.
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Developer-First Experience
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Defyne Payments
Year Founded:
2017
Headquarters:
United States
Website:
www.defynepayments.com/privvy-iso-crm/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Business Hours
Online Support
Privvy ISO CRM Features and Options
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