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Average Ratings 5 Ratings

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support

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.

Description

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Fiserv Yes 
Freshdesk No 
Gmail No 
Google Contacts No 
Google Drive No 
HubSpot CRM No 
HubSpot Data Hub No 
HubSpot Marketing Hub No 
Intercom No 
LinkedIn No 
Mailchimp No 
Nekton.ai No 
PCS Yes 
Slack No 
Stackreaction No 
StarfishETL No 
TSYS Yes 
WhatsApp No 
Workers by Delos No 
Zendesk No 

Integrations

Fiserv No 
Freshdesk Yes 
Gmail Yes 
Google Contacts Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Data Hub Yes 
HubSpot Marketing Hub Yes 
Intercom Yes 
LinkedIn Yes 
Mailchimp Yes 
Nekton.ai Yes 
PCS No 
Slack Yes 
Stackreaction Yes 
StarfishETL Yes 
TSYS No 
WhatsApp Yes 
Workers by Delos Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Starter - $Free up to 2 users
Team - $39.90 per user/month billed annually
Growth - $59.90 Per user/month billed annually

No hidden costs.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

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

Vendor Details

Company Name

Teamgate

Founded

2012

Country

USA

Website

www.teamgate.com/trial/

Product Features

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Revenue Intelligence

Actionable Insights Yes 
Alerts / Notifications No 
CRM Interactions Yes 
Call Scoring Yes 
Conversation Intelligence No 
Dashboard Yes 
Email/Message Interactions Yes 
Market Intelligence Yes 
Phone Call Interactions Yes 
Pipeline Visibility Yes 
Sales Coaching Yes 
Video Call Interactions No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management No 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Alternatives

Alternatives

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