Why AboveBoard CRM?
Take Charge of Your Data
- Streamline your backoffice operations by automating manual tasks and processes
- Manage your multiple ISO/bank relationships all in one place
- Reduce your reliance on any single ISO or bank's systems
- Create and maintain your own database, not multiple ISO's or bank's
- Consolidate and standardize data from multiple ISOs
- Reduce redundant data entry
- And... stop managing your business with spreadsheets
Sales Reps
Tools to Help Manage the Rain Makers
- Store, Report on demographic information
- Track relationships with ISOs and banks
- Create and assign compensation programs at those ISOs and banks
- Store and enforce processing costs associated with those ISOs and banks
- Residuals reconciliation
Merchant Applications
Keep The Applications Moving
- Board applications thru our simple loading interface
- Allow your leads to complete their own merchant applications online with your own branded mini-site
- Submit your applications to multiple ISOs, banks
- Manage the entire underwriting process, including pends, e-mails, API calls, and more
- Establish convenient pricing profiles to better manage merchant pricing
- Manage your applications submitted to an ISO or bank thru our Pending Application Workspace (requires data from your ISO or bank)
- Track your applications from a prospect lead thru to approved MID
Merchant Accounts / MIDs
Easily Manage Your Processing Portfolio
- Maintain complete list of Merchant Accounts / MIDs
- Maintain full deployment profiles for each merchant, including device, MID/TID, serial number, etc.
- Fill, Print and/or E-Sign ISO-specific and generic account management forms
- Chain merchant features
- Track profitability of each merchant
- View Daily Activity*
Communicate
Stay In Touch
- Integrated E-Mail allows you to send e-mails using your e-mail server and account
- Upload your custom forms to your Documents Library then e-mail them to your merchants as needed
- Create E-mail Lists from your Merchant data
- Automate your e-mails
- Create custom e-mail templates to speed up common e-mails, including
- "Completed PCI Documents Attached"
- "Please Create a new VAR For..." or "Please Send VAR For..."
- "I Have a Residuals Question"
- and more....
- Create Reminders to Follow-up on an E-mail
Merchant Deployments
Always Know What Devices Your Merchants Are Using
- Maintain a list of available POS devices, software, gateways, etc.
- Add your own devices to a system-provided database of devices
- Track merchant deployments, including devices, file build/VAR creation dates, serial numbers, etc.
- Track an umlimited number of user-defined settings for each deployed device
- Deploy devices from your own inventory (requires the add-on Inventory subscription)
Residuals and Pricing
Make The Most From Each MID
- Create and maintain merchant pricing profiles that contain only the pricing items you need
- Access the system list of hundreds of pricing items for your profiles, or create your own
- Create cost profiles that track costs for a particular ISO or bank, or for multiple ISOs and banks
- Create compensation programs based on your bank and ISO relationships, then...
- Assign those same programs to your merchant accounts
- Calculate residuals for your sales reps (requires adequate reporting from your ISO / bank and the Residuals add-on subscription)
- Track and manage your portfolio profitability, down to the MID level
Reporting
Lists and Charts and More!
- Daily Activity reporting for your merchants and sales reps*
- Application logs and reporting
- Residuals reporting
- Profitability reporting*
- Lists of system data
Contact Lists
No More Post-It Notes
- Enter and maintain a full contact list
- Add your contacts at processors, ISOs, banks, etc.
- Send e-mails to your contacts from the system
Activity Log
What Happened When?
- Comprehensive activity tracking
- Pending application notes
- Tasks Management - mark log entries for follow-up
Import Your Data
And We Can Import Your Spreadsheets
- Import your initial data, including sales reps, merchant applications, merchant accounts, and more
- Import daily activity, as provided by your ISO and/or bank
- Import monthly data, as provided by your ISO and/or bank
- Import residuals data, as provided by your ISO and/or bank
API Access
An Add-On to Your Basic Subscription
- If Your ISO or Bank Provides Them, We Can Access Them
- Access your ISO / bank APIs to speed data entry
- Submit applications directly to your ISO or bank
- Pull reporting data from your ISO / bank
Inventory Management
An Add-On to Your Basic Subscription
- Track full details of every POS device you purchase
- Easily identify devices on loan to merchants or provided as part of a placement program
- Always know what you have available to deploy
Residuals Processing
An Add-On to Your Basic Subscription
- Process and pay your sales reps their monthly residuals
- Determine and maintain profitablity with extensive reporting
- Requires data files or API reporting from your ISO or bank
The System
Just What You Need
- Cloud-based - no additional hardware costs for you
- Subscription - pay for only the services you need
- Managed - we take care of all maintenance and offer full support to you
- Secure - your data is secure, encrypted, and protected
- Free to Try - we give you 90 days to try it out with no risk or cost to you