Privvy ISO CRM

Privvy ISO CRM

Defyne Payments
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About

Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal.

About

​Shieldify is an AI-powered platform designed to assist businesses in managing and mitigating chargebacks, thereby safeguarding merchant accounts from potential penalties and account closures. By automating the dispute management process, Shieldify enables companies to allocate resources more efficiently, focusing on growth rather than manual chargeback handling. Shieldify's proprietary chargeback management algorithm enhances the likelihood of winning disputes and accelerates the resolution process. Additionally, Shieldify provides in-depth analytics, offering insights into the origins and patterns of chargebacks, which helps businesses identify and address underlying issues. Features such as automatic dispute management, chargeback prevention alerts, and a comprehensive dashboard for analytics are integral to the platform's functionality.

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 needing a tool to onboard, service and grow their portfolios efficiently

Audience

Businesses in need of a solution to automate chargeback management, reduce financial losses, and gain insights into dispute patterns

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

Defyne Payments
Founded: 2017
United States
www.defynepayments.com/privvy-iso-crm/

Company Information

Shieldify
United States
shieldify.com

Alternatives

Alternatives

Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

Integrations

Authorize.Net
Ethoca
Stripe
Worldpay

Integrations

Authorize.Net
Ethoca
Stripe
Worldpay
Claim Privvy ISO CRM and update features and information
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