ISOhub

ISOhub

Impact Techlab
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About

ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth.

About

Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.

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

ISOhub is built for independent sales organizations and payment processing agents who need a specialized CRM to streamline merchant management, automate residual commissions, and scale their operations efficiently

Audience

Financial advisors

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

No images available

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$197/month
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

Impact Techlab
Founded: 2014
United States
theisohub.com

Company Information

Kestrelbox
Founded: 2026
United States
kestrelbox.com

Alternatives

Alternatives

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ReportWa

ReportWa

Hexaview
Payitiv CRM

Payitiv CRM

Payitiv

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim ISOhub and update features and information
Claim ISOhub and update features and information
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Claim Kestrelbox and update features and information