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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dynamic Merchant Solutions stands out as the top provider of merchant services in Los Angeles, delivering customized payment solutions to enterprises of varying scales across multiple sectors. Renowned as one of the foremost merchant service processing firms in the area, we emphasize our steadfast dedication to integrity and dependability. Our expert team is committed to providing clear and professional services, guaranteeing that we uphold every commitment made to our clients. By offering an extensive range of merchant services in Los Angeles, CA—such as EMV solutions, gift card initiatives, sophisticated POS systems, and mobile processing—we optimize your payment workflows and significantly boost customer satisfaction levels. Our mission is to empower businesses by ensuring their payment processes are not only efficient but also tailored to meet their specific needs.

Description

The Payitiv CRM Merchant System is a comprehensive agent and merchant portal designed to optimize processes related to sales, onboarding, support, and residual management for payment service portfolios. This system empowers agents to efficiently oversee their sales pipeline, craft professional rate-comparison proposals in various formats, and quickly generate electronic contracts, which significantly enhances the speed of merchant acquisitions. By automating residual calculations and portfolio monitoring, agents can dedicate more time to selling rather than managing spreadsheets. Additionally, the platform provides a merchant tracker that offers real-time insights into how potential clients interact with websites, the performance of existing customers, and identifies accounts that may be inactive. The suite of lead-management tools features SMS outreach capabilities, customizable reporting for lead fields, and automatic notifications for team members as deals progress through different stages, ensuring that agents remain informed and proactive throughout the sales cycle. Overall, this integrated system significantly boosts efficiency and effectiveness in managing payment service portfolios.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Fiserv No 
PCS No 
Paysafe No 
TSYS No 

Integrations

Fiserv Yes 
PCS Yes 
Paysafe Yes 
TSYS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Dynamic Merchant Solutions

Founded

2015

Country

United States

Website

dynamicmerchantsolutions.com

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

isoagentservices.com/payitiv-crm-merchant-system/

Product Features

Credit Card Processing

Cash Transactions No 
Contactless NFC No 
Electronic Receipts No 
Electronic Signature No 
Mobile Card Reader No 
PCI Compliance No 

Product Features

Alternatives

Alternatives