Privvy ISO CRM

Privvy ISO CRM

Defyne Payments
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About

Integrated with many popular payment gateways. This allows us to update records and retrieve disputed transaction data. Track the lifecycle of a disputed transaction from an RMI to a pre-arbitration response. Review dispute events with attached documentation. System webhooks can be used to be sent when new chargebacks or alerts are created. OnChange status changes on records can be sent for chargebacks or alerts. We utilize specific functions from a CRM to help mitigate risk. Cancelling orders, blacklisting customers, adding notes are included features of our system. Collaborative data reporting specifically designed for disputes. Many unique reports can help deliver insights quickly for decision-making. Our Merchant API allows merchants to add new MIDs instantaneously for services. This eliminates set up forms, spreadsheets and welcome emails/calls. New advanced software will search and auto-match transactions to disputes and for alerts.

About

Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses seeking a payment processing and dispute management solution

Audience

Payment-industry agents and ISOs needing a tool to onboard, service and grow their portfolios efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Chargeback Defense
United States
www.chargebackdefense.com

Company Information

Defyne Payments
Founded: 2017
United States
www.defynepayments.com/privvy-iso-crm/

Alternatives

Alternatives

Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

Integrations

First Data
Konnektive
NMI Gateway
Recurly
ResponseCRM
Worldpay

Integrations

First Data
Konnektive
NMI Gateway
Recurly
ResponseCRM
Worldpay
Claim Chargeback Defense and update features and information
Claim Chargeback Defense and update features and information
Claim Privvy ISO CRM and update features and information
Claim Privvy ISO CRM and update features and information