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

Task Tracker & Sale Tracker is an all-in-one SaaS solution designed to boost business productivity and sales performance. Task Tracker streamlines task assignments, employee attendance with GPS, real-time tracking, WhatsApp alerts, timesheets, and performance reports. It's perfect for managing field, remote, or in-office teams with ease. Sale Tracker empowers your sales force with centralized lead capture, auto lead distribution, follow-up reminders, sales funnel tracking, and team goal monitoring. With real-time field officer tracking and client visit verification, you’ll never lose a lead or miss a sale. Our mobile-first, cloud-based platform delivers transparency, accountability, and performance insights in one place. Ideal for industries like real estate, services, field sales, manufacturing, and more—Task Tracker & Sale Tracker helps businesses stay organized, responsive, and revenue-focused. Scale smarter, manage better, and grow faster with our all-in-one platform.

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

Small to medium businesses and enterprises in real estate, manufacturing, field sales, and service industries looking for an integrated SaaS solution to enhance task management and sales performance

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$18/user/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

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

Company Information

Task Tracker
Founded: 2021
India
tasktracker.in/

Alternatives

Alternatives

Merlin Sales Tracker

Merlin Sales Tracker

Merlin Tech Labs
ISOhub

ISOhub

Impact Techlab

Categories

Categories

Integrations

Fiserv
PCS
Paysafe
TSYS

Integrations

Fiserv
PCS
Paysafe
TSYS
Claim Payitiv CRM and update features and information
Claim Payitiv CRM and update features and information
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Claim Task Tracker and update features and information