Privvy ISO CRMDefyne Payments
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UniportalUniportal Inc.
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Related Products
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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.
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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.
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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
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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
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Audience
Payment-industry agents and ISOs needing a tool to onboard, service and grow their portfolios efficiently
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Audience
MSP helpdesk teams and technicians.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationDefyne Payments
Founded: 2017
United States
www.defynepayments.com/privvy-iso-crm/
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Company InformationUniportal Inc.
Founded: 2025
Canada
uniportal.ai
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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