Audience

Payment-industry agents and ISOs needing a tool to onboard, service and grow their portfolios efficiently

About Privvy ISO CRM

Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal.

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Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

Defyne Payments
Founded: 2017
United States
www.defynepayments.com/privvy-iso-crm/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Privvy ISO CRM Frequently Asked Questions

Q: What kinds of users and organization types does Privvy ISO CRM work with?
Q: What languages does Privvy ISO CRM support in their product?
Q: What kind of support options does Privvy ISO CRM offer?
Q: What type of training does Privvy ISO CRM provide?
Q: Does Privvy ISO CRM offer a free trial?

Privvy ISO CRM Product Features

Privvy ISO CRM Additional Categories