Merchant Relationship Management
Find, underwrite, onboard and support your merchants throughout their entire life cycle. Our unified underwriting and merchant services CRM tool provides everything you need to streamline, save time and monetize while making the most of every customer interaction—from initial outreach to ongoing partnership.
Merchant
Central
Lead Management Empowers you to keep the top of your funnel full and to turn more leads into signed merchants.
Marketing Automation Collects, categorizes and captures the right data to pull in more leads, and prioritize the best ones.
Merchant Onboarding Onboard merchants accurately in minutes with auto-populated applications—just review and submit.
Residuals Calculation Save time, avoid manual effort and increase accuracy with a universal reporting dashboard and automatic residuals calculation.
Power Dialer Contact more prospects while improving sales call preparation, quality and customer database syncing.
Underwriting
An Efficient
Experience
for Everyone
Minimized Friction
Faster underwriting equals faster onboarding, and streamlining the process reduces “not in good order” applications by as much as 30%.
The Automation Advantage
It’s consistent, thorough and lightning-fast, and means less work (and fewer headaches) for your team.
More Merchants, Less Churn
By streamlining and improving service and support, resolutions are reached faster and merchants stay “stickier.”
Resources & Insights
