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
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.
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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
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
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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 VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$18/user/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 InformationTask Tracker
Founded: 2021
India
tasktracker.in/
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Categories |
Categories |
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Integrations
Fiserv
PCS
Paysafe
TSYS
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