AboveBoard CRM

Are you ready to start your free 90-day trial of AboveBoard CRM? Just complete the sections in the form below and we'll get your new account setup and ready to go. You can then try out the easiest way to manage your Merchant Services business, on us! Your information will remain confidential and protected and will not be sold.

Your Info
Settings
Email
Done!

Your Company Information

Company Name

Address 1

Address 2

City

State

ZIP

Contact

Phone 1

E-Mail 1

Return to the Top To Complete the Next Section, Settings

Your Sales Organization

Your Office Type

What type of sales organization are you?

Number of Sales Reps

How many Sales Reps will you be managing?

Number of Relationships

How many ISOs and/or banks do you represent/work with?

Expected System Usage

Manage Sales Reps

Application Management

Full Underwriting Cycle

Customer Service

Merchant Activity Reporting

Residuals Reconciliation

Residuals Calculation

Data Services

Sales Rep Numbering

Select the type of numbering to use for your Sales Reps

Initial Sales Rep

Initial Sales Rep Name

An initial Sales Rep will be added to your account

Initial System User

Primary User E-Mail

You will use this email address to sign in once your account is created

Primary User's Name

The name of the primary user

Primary User Password

Confirm Password

Return to the Top To Complete the Next Section, E-Mail Setup

Set Up Your Email Server

The system sends emails using your preferred email account. Don't have this information handy? No problem.... you can always add it later.

SMTP Server

User Name

User Password

Sender Name

Sender Address

Use SSL/TLS

Return to the Top And Go To Done To Create Your Account

What's Next?

Once you create your new account by clicking the "Create Your Account" button below, you will be taken to the AboveBoard CRM login page. Use the credentials you entered on the "Settings" tab of this form to login.
You can then navigate thru the various pages of the site. You will find the "Setup" page important for updating many system values.

A table of Organizations will be created - make sure all organizations you need (processors, front-ends, ISOs, etc.) are there. If not, you can easily add them.
A table of POS devices, gateways, etc. will be added - make sure the devices you commonly deploy are there. If not, you can easily add them.
A table of List Item values will be created
Two Pricing Profiles, cost--plus and tiered, will be added
One Cost Profile will be added
Several Sample Compensation Programs will be added

You will have one Sales Rep entered; you can feel free to add others as necessary.
You can also import your Sales Reps, merchant applications, merchant accounts, and more. The "Setup" page will have links to import templates and will guide you through the import process.
We are available to assist you with all aspects of the onboarding process, so feel free to reach out to us at [email protected].