Privvy ISO CRM

Privvy ISO CRM

Defyne Payments
Uniportal

Uniportal

Uniportal Inc.
+
+

Related Products

  • NMI Payments
    4.6 out of 5 stars 115 Ratings
    Visit Website for NMI Payments
  • PayKings
    4.4 out of 5 stars 106 Ratings
    Visit Website for PayKings
  • Fishbowl
    4.2 out of 5 stars 1,143 Ratings
    Visit Website for Fishbowl
  • cside
    4.9 out of 5 stars 37 Ratings
    Visit Website for cside
  • Monk
    4.9 out of 5 stars 8 Ratings
    Visit Website for Monk
  • FinOpsly
    4.7 out of 5 stars 3 Ratings
    Visit Website for FinOpsly
  • Ecwid
    4.7 out of 5 stars 1,030 Ratings
    Visit Website for Ecwid
  • ARGOS Identity
    4.9 out of 5 stars 8 Ratings
    Visit Website for ARGOS Identity
  • AgeChecker.Net
    5.0 out of 5 stars 3 Ratings
    Visit Website for AgeChecker.Net
  • Descartes Sellercloud
    4.2 out of 5 stars 106 Ratings
    Visit Website for Descartes Sellercloud

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

Uniportal is a cloud-based AI operations platform for managed service providers (MSPs). It connects an AI agent to an MSP's service desk and operational tools, including PSA, RMM, identity, documentation and cloud distribution systems. The agent interprets ticket context, follows reusable natural-language runbooks and proposes or performs supported troubleshooting and account-management steps; approval controls are configurable by tool and action. MSPs can tailor runbooks for individual customers, and technicians can review agent activity within ticket workflows. A client portal lets end users submit requests and create tickets. Uniportal is designed for MSP helpdesk teams handling recurring L1 and L2 tasks such as password resets and account changes. A task that takes a technician about 45 minutes can take under 2 minutes of review.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Payment-industry agents and ISOs needing a tool to onboard, service and grow their portfolios efficiently

Audience

MSP helpdesk teams and technicians.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.
Free Version Not Supported
Free Trial Not 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 Not Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

Uniportal Inc.
Founded: 2025
Canada
uniportal.ai

Alternatives

Alternatives

Atera

Atera

4.8 out of 5 stars
Thread

Thread

Thread Magic
Payitiv CRM

Payitiv CRM

Payitiv

Categories

Categories

MSP Supported

Integrations

Addigy Not Supported
Autotask PSA Not Supported
ConnectWise PSA Not Supported
Datto RMM Not Supported
Egnyte Not Supported
Google Workspace Not Supported
HaloPSA Not Supported
Hudu Not Supported
IT Glue Not Supported
Level Not Supported
Microsoft 365 Not Supported
NinjaOne Not Supported
Pax8 Not Supported

Integrations

Addigy Supported
Autotask PSA Supported
ConnectWise PSA Supported
Datto RMM Supported
Egnyte Supported
Google Workspace Supported
HaloPSA Supported
Hudu Supported
IT Glue Supported
Level Supported
Microsoft 365 Supported
NinjaOne Supported
Pax8 Supported
Claim Privvy ISO CRM and update features and information
Claim Privvy ISO CRM and update features and information
Claim Uniportal and update features and information
Claim Uniportal and update features and information