Full-Service Solutions

Our CRM Portal provides a fully supported solution for your Back Office that supports both External Sales and an Internal Call Center. Ticketing with Alerts, Scheduling Calendar, Automated Email Notifications, Automated Price Evaluation with a PDF generated output autofills a number of reqquired forms, (MPA, Leasing, Ownership and Proposals). A DocuSign Interface is also available for secured signature submission and retention.

Our Residual Portal Application provides you with the abilty to set your expenses to be used in residual calculations. Other options allow for holding payment on "Closed Merchants" and well as those with No Processing Volume.  Residuals can be calculated and combined from different Processor sources with different expense characteristics. Reporting also include Profitability and Portfolio Evaluation.

Each Merchant added to the system with an address is automatically assigned a Geo Location and Time Zone, providing the abiltiy to provide maps to the sales force.

Leads can be imported from files and spreadsheets and auto assigned under a number of options including Real-Time or Delayed or on Demand. This allows you to manage your lead distribution and track results.

Sales Agents can work from a Work Queue, Status List or a Pipeline that reflects your workflow to simplify the sales flow. You can set individual Goals with a complete real-time review of where each agent is to meeting those goals.

Reporting is provided so you can manage your portfolio. With our Residual Portal we provide a number of significant reports that quickly provide you with information on profitability, production and evaluation of your portfolio besides the general residual reports.

We can provide you with an On-Site solution or a Hosted solution. In either case your data is secured, your data will never be loaded in a shared Database and your applications will always be those used only by you.

Customer Centric

We understand what you need not just because we've been doing this for a long time but because we listen to what you have to say. We don't take everyone that calls us as a client, there are times when what you may want is not what we can deliver. It is not our objective to take your money and run, our objective is to provide you with the best class of products and services within the industry. We beleive in Quality and not Quantity.

Many changes occur ourside of the normal April and October pricing changes. When they do and we become aware of it you are sent an email from us outlining the changes and any actions you should be taking to stay complient. We don't want you left holding the bag not being able to supply information to your merchant clients.

The Value We Provide

We provide you with the security that we are there when you need us, on site or on the phone. Your issues are our issues and your successes are our successes.

Our sevices are provided at a reasonable rate, hourly as well as project based.