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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

MerchantPlus provides three primary account packages designed to accommodate various business sizes, from startups to large enterprises. With over a decade of experience in electronic payments, MerchantPlus delivers tailored solutions that cater to diverse business sectors and technical requirements. Below is a brief summary of our services; for a more detailed discussion about your specific needs, we encourage you to reach out to a payment consultant. Located in New York City, the MerchantPlus support team is available to assist you from the initial onboarding phase, through technology integrations, and into your operational setup. Additionally, MerchantPlus facilitates solutions that effectively address the challenges faced by global eCommerce, SaaS, and service-oriented businesses, offering features like foreign currency conversion, native settlement options, multi-region merchant account balancing, and various alternative payment methods. With such a comprehensive range of offerings, your business can thrive in the competitive digital landscape.

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

Screenshots View All

Integrations

Cashboard Yes 
Fiserv No 
FreshBooks Yes 
Magento Yes 
OpenCart Yes 
PCS No 
Paysafe No 
PrestaShop Yes 
TSYS No 
Xero Yes 
Zoho Books Yes 

Integrations

Cashboard No 
Fiserv Yes 
FreshBooks No 
Magento No 
OpenCart No 
PCS Yes 
Paysafe Yes 
PrestaShop No 
TSYS Yes 
Xero No 
Zoho Books No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 No 
Mac No 
Linux No 
Chromebook No 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

MerchantPlus

Founded

2002

Country

United States

Website

www.merchantplus.com

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

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

Product Features

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible Yes 
Debit Card Support Yes 
Gift Card Management Yes 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture Yes 

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