Comprehensive. Integrated. Convenient.

Streamline Your Merchant Services Business With AboveBoard CRM

The affordable CRM solution designed exclusively for your Sales Office or ISO.

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About
AboveBoard CRM

Welcome to AboveBoard CRM, the affordable, convenient CRM solution designed specifically for Sales Offices and ISOs in the payments space.  Created by industry veterans, AboveBoard CRM was created to streamline your day-to-day operations, simplify everyday tasks, and let you get back to selling.

Key Features:

Consolidates

Instead of logging into multiple portals each day, AboveBoard CRM will allow you to see all of your merchants, their processing activity, residuals data, and more, from all of your ISO and bank relationships, in one place. AboveBoard CRM is designed to be your single point of reference for managing your multiple ISO and bank relationships. Enter an application once and submit it to multiple ISOs or banks, using their Merchant Applications and other underwriting forms. Use our API features to access and present merchant processing information for all of your merchants, in the same consolidated report. Compare profitability for merchants placed at different ISOs or banks. And all from one login.

Communicates

Integrated email allows you to send emails from AboveBoard CRM using your own email server.  Send messages to your merchants, sales reps, ISO or bank contacts, and more.  Create custom email quick-text templates to speed-up sending common emails.  Create reminders with due dates for each email sent, so that you never forget to follow-up. Create your own library of frequently used documents and easily email them to your contacts.

Integrates

AboveBoard CRM has integrated with many ISOs, processors, and gateways, and is adding more all the time. These integrations allow you to access reporting, board and update applications and merchants with your ISO/bank, or gateway, and more.

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AboveBoard CRM
Advantages

  • Developed by Industry Veterans
  • Tailored for Merchant Services
  • All-in-One Solution for Efficiency
  • Seamless Underwriting and Deployment
  • Robust Dashboard Reporting

What
Our Clients are Saying

Being part of the Merchant Services Industry for 30 years, I have worked with many CRM systems.  As a registered ISO, it was imperative to have an industry specific solution that has the ability to import and handle multiple data sources.  The AboveBoard CRM is that solution and we are grateful to have found them. 

There’s so much about the AboveBoard CRM that we love, and so many helpful features, that it’s hard to pick a favorite.  Although the ability to manage and import multiple data sources to one platform was the feature we were searching for, we quickly learned of the many other features that come with their CRM.  Automation, detailed reporting and tracking, user friendly navigation, and top notch customer support have all beat our expectations.  Not only is the system convenient, but also a HUGE time saver having everything imported into one place.  Tasks that used to take used to take us half the day to complete, are now completed in minutes.  This has given us more time to focus on merchant support and new sales.    

AboveBoard continually adds additional features that never disappoint. Their team knows the payments business well and what ISO’s are looking for.  They have helped us thru every step of the system setup and have made so many suggestions that really helped our operation.  They treat your company as if it were their own and you truly feel like the AboveBoard team cares about your success.  We look forward to working with AboveBoard for many years to come and highly recommend their CRM software to any ISO or sales agent in the Merchant Service industry. 

Sarah Parkins-Pyles, Director of Sales and Risk Management
Electronic Transfer Inc.

AboveBoard CRM has been a life-saver!  We’re a small shop… one employee/office manager and 3 sales representatives.  AboveBoard CRM has allowed our office manager to spend less time bouncing between ISO portals hunting for status updates, merchant processing, and other data, and more time focusing on getting new deals worked and submitted.  She can enter an application once in AboveBoard CRM and then send it to all of our ISOs, using their merchant applications, and never have to fill out a form herself.  We also send links to our prospects so they can fill out pre-quals online, saving us so much time and back and forth.  We can even submit applications electronically via the ISO APIs.  Because of AboveBoard CRM, we’re more organized than ever and that allows us to work about 15 more deals a week.  

Also, the dashboards and reporting are excellent, as they give you exactly what you need at a glance without any digging around like our previous CRM.  One of the most helpful dashboards shows a 12-month processing history, broken down by ISO and card type.  So good!

And, the staff at AboveBoard CRM really know the business and have been so helpful, not only with the conversion to AboveBoard CRM, but also with their insight into the industry.

Thanks AboveBoard!

Tina Louise CEO
PayLab Plus

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Ready to elevate your Merchant Services operations? Join countless businesses who trust AboveBoard CRM. Start your free trial today.

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Contact Us

Have questions or need assistance? Our team is here to help. 

Contact us at [email protected]

or call (442) 227-2535



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Welcome to AboveBoard CRM, the affordable, convenient CRM solution designed specifically for Sales Offices and ISOs in the payments space. Created by industry veterans, AboveBoard CRM was created to streamline your day-to-day operations, simplify everyday tasks, and let you get back to selling.

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