Privvy ISO CRM: Take Charge of Your Business

Take the Complexity Out of Merchant Account Management

We give independent sales organizations (ISOs), agents, resellers, and merchant customers an easy path to onboarding, service requests, and complete account visibility. Privvy, our proprietary ISO CRM software, provides a single portal where agents can communicate effectively and securely with merchants and our team. Privvy allows users to generate reports, providing visibility into merchant activity, chargebacks, ACH rejections, and more.

How Privvy Provides Value to Your Business

Our payment processing CRM enhances operations for agents and merchants, optimizing processes in several areas of their businesses.

Centralized Management

With our ISO CRM, agents complete applications, submit tickets, pull reports, and add users electronically. Agents have true transparency into all merchant accounts from a single platform.

Streamlined Onboarding

Privvy enhances the onboarding process by saving time with electronic document submission. Agents can communicate directly with our in-house underwriting professionals.

Growth Opportunities

Agents can record leads in Privvy and consistently follow up to increase conversions. Privvy also tracks merchant activity, giving agents the opportunity to monitor sales volume.

Continual Innovation

We continually update and enhance Privvy based on user feedback. New features include electronic confirmation of site inspection, avoiding delays in underwriting and approvals.

How Do You Manage Accounts?

Learn more about how Privvy ISO CRM simplifies account management, saves time, and improves merchant experiences.
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Discover Key Features of Our Payment Processing CRM

Privvy includes payment-specific customer relationship management tools for optimal merchant account management.

Offer Codes

Agents can copy Schedule A pricing and other terms with "offer codes", simplifying the application process. They can also update any field as necessary.

Document Library

Privvy gives agents and merchants a self-service option to find the necessary answers and information. Users can access the Privvy documents library directly from the portal.

Risk Management

Submit all required disclosure information electronically, share with the merchant for review, and communicate with our in-house underwriting team throughout the approval process.

Easy Ticket Tracking

Use Privvy to make changes in the system and have on-demand visibility into progress, the reasons tickets are declined (if applicable), and a direct line of communication with the service team.

Merchant Groups

Privvy enables agents to create merchant groups so users with multiple locations can see all activity via a single login, a more user-friendly approach for accounting and the CFO.

Reporting

Privvy reports are available for an agent's accounts or at the merchant level. Users can view card payment batches, ACH, or batch plus ACH, and more.

Notifications

When consumers request chargebacks, Privvy notifies the agent and the merchant. Agents receive notifications if accounts are on hold and the reasons so they can intervene.

Email Integration

Email merchants directly from the solution — no need to keep a separate window open and rekey information — and agents can immediately reach out if they see a decline in activity.

Try Our Payment CRM Firsthand

Explore Privvy ISO CRM with our team and discover how it saves time, ensures accuracy, and accelerates merchant onboarding.
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