Payment CRM brings merchant onboarding, underwriting, activation, merchant management, residuals, and reporting into one connected platform — with an AI assistant built in and multi-tenant support for your partners and agents.
Secure merchant application signing by email and text message.
From the first lead to live processing and ongoing residuals — built for payment providers and their partners who need to move fast without losing control.
Send merchant applications for review and signature by email or text, with secure links and built-in reminders.
Structured review queues and decisioning so applications move cleanly from submitted to approved.
Provision merchants with processors and gateways and track every step to going live.
Give merchants their own portal to access their account and stay connected after they're boarded.
Multi-tenant by design — give partners and sales reps their own branded portals and merchant books.
Calculate partner residuals and agent commissions across your portfolio with full history.
Dashboards and reporting across merchants, performance, and residuals so teams always know where things stand.
Granular, role-based access control keeps the right data in front of the right people across every tenant.
Keep merchants and teams in the loop with transactional email and SMS at every key milestone.
Residuals are where deals get complicated — and where Payment CRM goes deep. We calculate income across your entire partner hierarchy, down through sub-partners and agents, and turn it into auditable, payable numbers.
A clear path your partners and merchants can actually follow.
Create a lead, send the merchant application, and collect a secure signature by email or text.
Underwriting reviews the application, requests anything missing, and makes a decision.
Provision the merchant with processors and gateways and confirm they are live and ready to transact.
Payment CRM includes an AI assistant that understands your merchants and data, so your team can get answers and move work forward without digging through screens.
Payment CRM boards and syncs merchants with leading payment processors and gateways, and reaches merchants over email and text.
Want to learn more about Payment CRM? We'd love to hear from you.
Contact help@getpcrm.com