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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Pulse CRM is a specialized system created for managing customer relationships and portfolio oversight, tailored for independent sales organizations and payment-processing companies, effectively overseeing the entire merchant journey from acquiring leads and submitting applications to underwriting, onboarding, residual payments, and analyzing portfolios. It facilitates automated merchant onboarding across various ISOs and includes integrated risk assessment and underwriting tools that help expedite the approval process. Features for tracking and reporting residuals are specifically designed to align with payment service operations, complemented by comprehensive dashboard analytics that track both agent and merchant performance. Additionally, it provides a centralized approach to workflow automation, enhances document management processes, and incorporates compliance checks, enabling users to move away from cumbersome spreadsheets and multiple separate systems in favor of a cohesive solution that increases efficiency. This innovative tool ultimately empowers organizations to optimize their operational capabilities while improving customer satisfaction.

Description

Evaluating performance among peers, both within the organization and across the industry, is crucial for any service-based business to safeguard the interests of its customers, agents, and its own operations. This process encompasses compliance monitoring, tracking adherence, and identifying breaches. By utilizing our unique multi-level, multi-owner scoring system, you can gain insights into how each partner and vendor is performing. Additionally, you can explore the factors contributing to customer loyalty through surveys and in-depth analytics provided by Spade. Our extensive range of reports enables you to assess customer loyalty effectively. Conducting thorough analyses allows you to uncover root causes, pinpoint common pitfalls, and determine training requirements. With Spade analytics, every question will be addressed, ensuring comprehensive understanding and improvement. Ultimately, this commitment to detail and analysis fosters a culture of continuous enhancement within your organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$299 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Pulse CRM

Country

United States

Website

pulsecrm.com

Vendor Details

Company Name

Celtycs Outsourcing Services

Country

India

Website

spadeondemand.com

Product Features

Product Features

Quality Management

Audit Management Yes 
Complaint Management Yes 
Compliance Management No 
Corrective and Preventive Actions (CAPA) Yes 
Defect Tracking No 
Document Control Yes 
Equipment Management Yes 
ISO Standards Management No 
Maintenance Management No 
Risk Management No 
Supplier Quality Control No 
Training Management No 

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