Payitiv CRM

Payitiv CRM

Payitiv
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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

Salesgem is a customer relationship and lead-management platform for small-business sales teams and agencies. It collects leads from Facebook and Instagram, WhatsApp, website forms, and Google Sheets, then organizes them in a shared workspace. Teams can assign leads to representatives, track opportunities through sales pipeline stages, schedule follow-ups, and keep notes and activity history with each record. WhatsApp conversations can be handled alongside lead records, while task queues and notifications help teams coordinate responses and handoffs. Reporting tools show lead sources, pipeline progress, and team activity. Salesgem also provides mobile apps for iOS and Android, with features including push notifications and one-tap calling. The product is aimed at businesses with inquiry-driven sales processes, including real estate firms, clinics, training providers, auto dealerships, and marketing agencies managing client leads.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Small-business sales teams and marketing agencies that capture and follow up on inbound leads from social channels, messaging, and web forms. Relevant users include sales managers, business owners, sales representatives, and agency teams managing client pipelines; the site highlights B2C businesses such as real estate firms, clinics, training institutes, and auto dealerships.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$15/user/month
Monthly plan: $15 per user per month. Annual plan: $12.45 per user per month, billed annually. The site states no setup or onboarding fees and offers volume discounts for teams of 10 or more users.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Salesgem
India
salesgem.io

Alternatives

Alternatives

No Alternatives
ISOhub

ISOhub

Impact Techlab

Categories

Categories

CRM Supported
Lead Management Supported

Integrations

Facebook Not Supported
Fiserv Supported
Google Sheets Not Supported
Instagram Not Supported
PCS Supported
Pabbly Connect Not Supported
Paysafe Supported
TSYS Supported
WhatsApp Not Supported
Zapier Not Supported

Integrations

Facebook Supported
Fiserv Not Supported
Google Sheets Supported
Instagram Supported
PCS Not Supported
Pabbly Connect Supported
Paysafe Not Supported
TSYS Not Supported
WhatsApp Supported
Zapier Supported
Claim Payitiv CRM and update features and information
Claim Payitiv CRM and update features and information
Claim Salesgem and update features and information
Claim Salesgem and update features and information