Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments
+
+

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About

Payitiv CRM Merchant System is an integrated, end-to-end agent/merchant portal crafted to streamline sales, onboarding, support, and residual management for payment-services portfolios. It enables agents to manage their pipeline, create professional rate-comparison proposals (including interchange, tiered, and ERR formats), and generate electronic contracts in seconds, thereby accelerating merchant acquisitions. It automates residual calculations and portfolio tracking so agents spend less time on spreadsheets and more on selling, and offers real-time insight via a merchant tracker into how prospects engage with websites, how current clients are performing, and which accounts may be idle. Lead-management tools include SMS outreach, customizable lead-field reporting, and auto-notification of team members as deals move through the cycle.

About

RiseCRM is a secure, cloud-based CRM built specifically for merchant-services operations, designed to streamline the full merchant lifecycle, from onboarding and support through reporting and API integrations, within a single platform. It enables same-day activation of qualified merchants via automated underwriting and onboarding tools, reducing manual tasks and accelerating growth. It consolidates support workflows so service teams can respond and manage activity from one login, and provides comprehensive reporting on processing, residual revenue, and cost analyses to support informed decision making. Built-in RESTful APIs and tight integration with broader payment ecosystems enable seamless coordination across ISVs, ISOs, internal teams, and partner models. RiseCRM supports a wide variety of business models, including ISOs, software vendors, associations, referral partners, and franchise networks, delivering customizable workflows for complex sales.

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

Payment-industry agents and ISOs to manage, onboard, service and grow their merchant portfolios

Audience

Payment-industry ISOs, ISVs, referral searching for a solution to manage merchant relationships, onboarding, support and residuals

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

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

Review this Software

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

Payitiv
Founded: 2020
United States
isoagentservices.com/payitiv-crm-merchant-system/

Company Information

Aurora Payments
Founded: 2005
United States
risewithaurora.com/customer-management/

Alternatives

Alternatives

Privvy ISO CRM

Privvy ISO CRM

Defyne Payments
ISOhub

ISOhub

Impact Techlab

Categories

Categories

Integrations

ARISE from Aurora Payments
Fiserv
PCS
Paysafe
TSYS
Zendesk

Integrations

ARISE from Aurora Payments
Fiserv
PCS
Paysafe
TSYS
Zendesk
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