FEatures
Are You Managing Your Business With Spreadsheets?
Explore the Ways AboveBoard CRM Can Simplify Managing Your Portfolio and Get You Back To Selling
Take Charge of Your Data
- Manage your multiple ISO/bank relationships all in one place
- Streamline your back-office operations by automating manuals tasks and processes
- Reduce your reliance on any single ISO's or bank's systems
- Create and maintain your own database, independent of your ISO or bank
- Consolidate and standardize data from multiple ISOs
- Reduce redundant data entry
Merchant Application Processing
Keep The Applications Moving
Board applications thru our simple loading interface
Fill and print your ISO- or Bank-specific Merchant Applications
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 a comprehensive database of Merchant Accounts / MIDs boarded at each of your ISOs or banks
- 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
- Track profitability of each merchant
- View Daily Activity, Transactions, Deposits, and more*
- Manage your merchants’ PCI compliance, PCI vendor, scan due dates, SAQ Types and more
*Requires API access or data files from your processor or ISO
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, such as:
- “Completed PCI Documents Attached”
- “Please Create a new VAR For…” or “Please Send VAR For…”
- “I Have a Residuals Question”
- Create Reminders to Follow-up on sent E-mails
Merchant POS Deployments
Always Know
What Devices Your Merchants Are Using
- Maintain a list of available POS devices, software, gateways
- Add your own devices to a system-provided database
- 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)
- Add gateway accounts for TUNL, FluidPay, ePN, and more, directly from AboveBoard CRM
(requires the add-on API subscription)
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
Updated
you’re always using the latest version
Free to Try
we give you 90 days to try it out with no risk or cost to you
Contact Us
Have questions or need assistance? Our team is here to help.
Contact us at [email protected]
or call (442) 227-2535
Need More Information
Send a Message
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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