Address auto fill

Social integration

Underwriters

Syndication Module

Financials , Credit scores , Check List, etc.,

Smart documents

Smartest way to receive documents from a merchants.

Calendar activities

Never miss an appointment !!!, we value your time and your merchant time

Ticketing system

A complete automatic ticketing system , directly integrates with the processor.

Generate opportunities

System smart enough to generate opportunities based on the status of the accounts or deals.

Reports (Dynamic)

User can create runtime customized reports of their own

Dialer Integration

A complete cycle implementation between dialer and the crm , lead can be transferred to the dialer and recording files can be downloaded automatically so that the user can hear the recordings offline

Statements

Powerful statement generator is configured in the crm, merchants can receive their statement every month via email automatically along with the graphs

Residual Calculation

Custom based residual calculation and ISO’s can see their residuals amount directly through the portal and system also mail them as soon the residual processed

ACH Reject Auto

CRM is smart enough to identifies the ACH reject and applied the full balance hold to processor automatically , this save further rejects

Birthday Module

Never forget to wish ur customers on their birthdays, CRM sends wishes through email and u can also customize it

Document

Advance document module, user can share the folder outside the CRM users and download the documents any where any time

FAX

CRM Integrates with Ring-Central , now send monthly statement to your merchants via FAX

Retention Tool

A fully customized tool to identify the non/low transacting merchant and help us to retain them

CheckList

Checklist module gives customization to user help them to create their own checklist, it also reduces the human error up-to 90%