PegasusCRM Description

PegasusCRM is a comprehensive cloud-based customer relationship management solution tailored for the merchant services sector, designed to assist independent sales organizations, processors, and acquiring firms in effectively overseeing leads, merchant onboarding, support, residuals, and portfolio management within a single platform. Its capabilities include a sophisticated sales-funnel engine equipped with partner and agent portals, the convenience of digital signatures, and auto-filled merchant agreements that expedite the closing of deals; a boarding module that incorporates document management and task as well as meeting tracking to enhance the efficiency of merchant setup; daily operational communication and maintenance tools featuring VoIP and email integration, equipment tracking, and a ticketing system for support; in addition to a robust residual-reporting suite that facilitates the computation of payouts, bonuses, deductions, and multi-tiered commissions across multiple processors, all supported by informative dashboards and analytics that track performance and agent activities. Furthermore, this platform aims to streamline workflows and improve overall productivity for its users in the competitive landscape of merchant services.

Pricing

Pricing Starts At:
$895 per month
Free Version:
Yes

Integrations

API:
Yes, PegasusCRM has an API

Reviews

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Company Details

Company:
PegasusCRM
Year Founded:
2000
Headquarters:
United States
Website:
www.pegasuscrm.net

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Online Support

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