Payitiv CRMPayitiv
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Related Products
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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.
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About
SCALE MCA is a cloud-based, white-labeled CRM solution designed specifically for independent sales organizations and brokers in the merchant cash advance industry. It combines merchant data management, e-signature integrated digital applications, direct lender submission workflows, and smart automation of follow-ups to streamline deal closing and reduce manual overhead. It supports custom API integrations with lead providers and third-party tools, offers enterprise-grade security including two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and provides deep analytics and reporting on merchant performance and funding trends. With its white-label capability, firms can brand the platform as their own and launch rapidly, enabling them to manage leads, applications, communications, and portfolios all in one unified environment.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Payment-industry agents and ISOs to manage, onboard, service and grow their merchant portfolios
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Audience
ISOs and MCA brokers wanting a solution to improve lead capture through application, underwriting, and lender submission
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$69 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPayitiv
Founded: 2020
United States
isoagentservices.com/payitiv-crm-merchant-system/
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Company InformationSCALE MCA
United States
www.scalemca.com
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Alternatives |
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Categories |
Categories |
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Integrations
Fiserv
PCS
Paysafe
TSYS
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