Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 5 Ratings

Total
ease
features
design
support

Description

Privvy ISO CRM is a specialized account-management platform tailored for independent sales organizations, agents, resellers, and their merchant partners, effectively combining onboarding, servicing, and comprehensive account oversight into a single solution. This platform allows agents to carry out various tasks, such as completing applications, submitting service requests, adding users, and tracking merchant activities, all from one centralized login, while simultaneously offering real-time insights into crucial metrics like chargebacks, ACH rejections, and batch processing. Featuring tools such as offer-code pricing templates and a searchable document repository, along with electronic disclosure submission linked to underwriting processes, Privvy enhances the efficiency of onboarding and risk management tasks. Additionally, it accommodates hierarchical merchant group structures for clients with multiple locations, provides in-depth reporting on card batches and ACH transactions, and sends push notifications for any holds or chargebacks. Furthermore, the platform includes integrated email functionality, enabling agents to communicate with merchants directly without navigating away from the portal, thereby fostering a seamless user experience and improving operational efficiency.

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

Braintree No 
Chat Agents No 
Dubb No 
Freshdesk No 
GA Connector No 
Google Calendar No 
Google Drive No 
Grain No 
HubSpot Customer Platform No 
HubSpot Data Hub No 
HubSpot Marketing Hub No 
Intercom No 
Make No 
Nekton.ai No 
Peaka No 
SurveyMonkey Enterprise No 
WhatsApp No 
Workers by Delos No 
Wufoo No 
Zendesk No 

Integrations

Braintree Yes 
Chat Agents Yes 
Dubb Yes 
Freshdesk Yes 
GA Connector Yes 
Google Calendar Yes 
Google Drive Yes 
Grain Yes 
HubSpot Customer Platform Yes 
HubSpot Data Hub Yes 
HubSpot Marketing Hub Yes 
Intercom Yes 
Make Yes 
Nekton.ai Yes 
Peaka Yes 
SurveyMonkey Enterprise Yes 
WhatsApp Yes 
Workers by Delos Yes 
Wufoo Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Defyne Payments

Founded

2017

Country

United States

Website

www.defynepayments.com/privvy-iso-crm/

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

Coevera Reviews

Coevera

Pipelinersales Corporation