ISO Access CRM
Simplify ISO Operations with ISOAccess
ISO Access, designed specifically for merchant services and built for your business. Leveraging our many years in the merchant acquiring business, ISO Access CRM has all the tools for your business to succeed. Developed exclusively for the payment processing industry and increasing profitability and efficiency.
Simplify agent management and onboarding.
Automate workflows to save time and reduce errors.
Access detailed reports for actionable insights.
Centralize client data with robust CRM integration.
Setting New Standards
With all the tools and features you need to run your business ISO Access sets new standards in ways for you to manage your business and operate a merchant cash advance portfolio.
Typing a few characters into this section will prompt accurate address suggestions to quickly click and complete the remaining fields.
ISO Access has the ability to integrate with every major payments platform, allowing the lead entry process to perfectly meld into completion of an application and submission of a board. Agents are empowered to utilize these tools and move away from paper documents completely, track process from lead inception through boarding success and spend less time pushing paper while allowing more face time with merchants.
The checklist module allows users to fully customize and create their own unique event checklists minimizing forgotten documents or events and eliminating human error.
All merchant contact information conveniently stored in one location and easily modified, updated or appended.
Fully integrated dialer functionality to make, retain, capture and record all interactions with merchants. From lead inception through account support, all calls are easily tracked and recordings can be utilized perpetually.
Similar to the dialer integration, all email correspondence can be done through the module allowing all interactions with merchants to be retained in one place for future reference and use.
A fully functional inventory management module allows equipment to be stored and deployed as needed, associated to individual accounts and tracked from shelf to merchant.
Merchant facing portal module allows you to offer your merchants full access to critical information such as transaction, batch and deposit activity, statements, ticketing and chat to allow them to better get response to issues in the fastest way possible.
Module allows you to organize and track separately different products being offered to merchant customers, including processing, equipment, cash advance, gateway services, eCommerce, etc.
Making the task of calculating residuals for you or your sub-agents simple, this module can link with any major processing platform and provide the tools to manage multiple levels of payouts. This tool is one of the most powerful and adaptable residual management tools in the industry.
Retention triggers can be set at your discretion allowing notification to you or your reps when accounts stop processing, have reduced volume or other event thresholds. This module is a great tool to assist busy agents in retaining accounts that may be on the verge of leaving or have just made a change.
Links with most every social media platform allow a one stop management of all outbound and inbound traffic to better market and manage your business.
From creation to tracking to completion, all ticketing can be managed to expedite merchant support through multiple departments. This module is linked to other modules for internal tracking and accommodates automatic update of any changes applied to merchant accounts through the ticketing process.
ACH payments are simply electronic transfers from one bank account to another. Because they’re electronic, there is no need for paper checks.
Our CRM is integrated with the following ACH payment processors ACH Works, First ACH, ACH Banking.
Using our ACH processors, funds can be credited/debited to the merchants/lenders provided with valid bank account information.
Merchant bank statements provide details such as number of deposits, net deposit amounts, number of NSF transactions, beginning and ending balances monthly and all of these are tracked in the Financial section of this module.
This function allows the entering, tracking, and logging of any activities that can be scheduled, from document submission to calls or appointments in any given day, week month or even year.
A cash advance application is the contract that allows this process to begin and evolve. The module allows tracking from sending the document to the merchant through lead creation, underwriting, submission and completion all the way to funding offers.
Credit reports are one of the tools used to determine the merchant’s credit worthiness and what type of funding he qualifies for.
This integration allows the report to be pulled directly from the CRM module and stored in the document tab for future reference as needed.
Multiple credit bureau reports are available through this module without going to individual sites.
Using the integrated eSignature module, PDF files can be sent directly to the merchant whether it is a lead or a contract and allows the merchant to sign the document electronically, eliminating printing, signing and scanning.
The transaction is logged in he system, is tracked and updated as it progresses and all documents are uploaded to the document tab as they are generated. The two eSignature API’s currently available are DocuSign and AdobeSign.
Splitting your daily merchant credit card deposits with a funder using FirstData processor or using existing merchant processors.
Once the underwriting process is completed, the merchants request for funds will be sent to a individual lenders or to an lending company to get approval.
Our CRM is configured with emails of direct lenders who can offer funds at unmatched flexibility and rates.
And also we have integrated with the following lending companies.
OnDeck – Capital Stack – E Prodigy – Kabbage etc…
Lockbox is a bank account controlled by the lender.
Splitting your daily merchant credit card deposits using a 3rd bank account in which all deposits are put into.
The collection of a merchant’s historical banking information.
Smart documents is a feature in CRM where a link will be sent to a merchant to upload the documents needed for underwriting process.
Merchant can upload the document by clicking on the link sent to him. Once documents uploaded it will be mapped to CRM automatically based on category.
We currently support the following syndicates
Red Bird, Strategic Funding Source (SFS), Pirs, Fora Financials, Direct Merchant Funding, Credibly, Forward Finance, Wall Street Funding, Capital Stack / E Prodigy, Arcarius, Bizfi, Capacity, Fundworks, Libertas Millstone, Motherfund, Powerfunding, SNAP.
Underwriting is a process to identify the qualified leads which are eligible for Merchant Cash Advance (MCA).
The process includes the verification of the merchants credit/debit card sales, number of NSFs (non-sufficient funds),FICO score,type of business.
Merchant Services
Address Autofill
Typing a few characters into this section will prompt accurate address suggestions to quickly click and complete the remaining fields.
Boarding Management
ISO Access has the ability to integrate with every major payments platform, allowing the lead entry process to perfectly meld into completion of an application and submission of a board. Agents are empowered to utilize these tools and move away from paper documents completely, track process from lead inception through boarding success and spend less time pushing paper while allowing more face time with merchants.
Checklist Management
The checklist module allows users to fully customize and create their own unique event checklists minimizing forgotten documents or events and eliminating human error.
Contacts Management
All merchant contact information conveniently stored in one location and easily modified, updated or appended.
Dialer Management
Fully integrated dialer functionality to make, retain, capture and record all interactions with merchants. From lead inception through account support, all calls are easily tracked and recordings can be utilized perpetually.
Email Management
Similar to the dialer integration, all email correspondence can be done through the module allowing all interactions with merchants to be retained in one place for future reference and use.
Equipment Management
A fully functional inventory management module allows equipment to be stored and deployed as needed, associated to individual accounts and tracked from shelf to merchant.
Merchant Portal
Merchant facing portal module allows you to offer your merchants full access to critical information such as transaction, batch and deposit activity, statements, ticketing and chat to allow them to better get response to issues in the fastest way possible.
Product Management
Module allows you to organize and track separately different products being offered to merchant customers, including processing, equipment, cash advance, gateway services, eCommerce, etc.
Residual Management
Making the task of calculating residuals for you or your sub-agents simple, this module can link with any major processing platform and provide the tools to manage multiple levels of payouts. This tool is one of the most powerful and adaptable residual management tools in the industry.
Retention Management
Retention triggers can be set at your discretion allowing notification to you or your reps when accounts stop processing, have reduced volume or other event thresholds. This module is a great tool to assist busy agents in retaining accounts that may be on the verge of leaving or have just made a change.
Social Media Management
Links with most every social media platform allow a one stop management of all outbound and inbound traffic to better market and manage your business.
Ticketing Management
From creation to tracking to completion, all ticketing can be managed to expedite merchant support through multiple departments. This module is linked to other modules for internal tracking and accommodates automatic update of any changes applied to merchant accounts through the ticketing process.
MCA Features
ACH Collections
ACH payments are simply electronic transfers from one bank account to another. Because they’re electronic, there is no need for paper checks.
Our CRM is integrated with the following ACH payment processors ACH Works, First ACH, ACH Banking.
Using our ACH processors, funds can be credited/debited to the merchants/lenders provided with valid bank account information.
Bank Statements
Merchant bank statements provide details such as number of deposits, net deposit amounts, number of NSF transactions, beginning and ending balances monthly and all of these are tracked in the Financial section of this module.
Calendar Activities
This function allows the entering, tracking, and logging of any activities that can be scheduled, from document submission to calls or appointments in any given day, week month or even year.
Contracts
A cash advance application is the contract that allows this process to begin and evolve. The module allows tracking from sending the document to the merchant through lead creation, underwriting, submission and completion all the way to funding offers.
Credit Report Integrations
Credit reports are one of the tools used to determine the merchant’s credit worthiness and what type of funding he qualifies for.
This integration allows the report to be pulled directly from the CRM module and stored in the document tab for future reference as needed.
Multiple credit bureau reports are available through this module without going to individual sites.
Esignature
Using the integrated eSignature module, PDF files can be sent directly to the merchant whether it is a lead or a contract and allows the merchant to sign the document electronically, eliminating printing, signing and scanning.
The transaction is logged in he system, is tracked and updated as it progresses and all documents are uploaded to the document tab as they are generated. The two eSignature API’s currently available are DocuSign and AdobeSign.
FirstData Split Funding
Splitting your daily merchant credit card deposits with a funder using FirstData processor or using existing merchant processors.
Lender Submission
Once the underwriting process is completed, the merchants request for funds will be sent to a individual lenders or to an lending company to get approval.
Our CRM is configured with emails of direct lenders who can offer funds at unmatched flexibility and rates.
And also we have integrated with the following lending companies.
OnDeck – Capital Stack – E Prodigy – Kabbage etc…
Lockbox
Lockbox is a bank account controlled by the lender.
Splitting your daily merchant credit card deposits using a 3rd bank account in which all deposits are put into.
Scrub
The collection of a merchant’s historical banking information.
Smart Documents
Smart documents is a feature in CRM where a link will be sent to a merchant to upload the documents needed for underwriting process.
Merchant can upload the document by clicking on the link sent to him. Once documents uploaded it will be mapped to CRM automatically based on category.
Syndicates
We currently support the following syndicates
Red Bird, Strategic Funding Source (SFS), Pirs, Fora Financials, Direct Merchant Funding, Credibly, Forward Finance, Wall Street Funding, Capital Stack / E Prodigy, Arcarius, Bizfi, Capacity, Fundworks, Libertas Millstone, Motherfund, Powerfunding, SNAP.
Underwriting
Underwriting is a process to identify the qualified leads which are eligible for Merchant Cash Advance (MCA).
The process includes the verification of the merchants credit/debit card sales, number of NSFs (non-sufficient funds),FICO score,type of business.
Unified Solutions: Integrate with Ease
ISO Access is always ready to work with partners to expand our offerings of value-added services through direct integration. The goal is to keep expanding the core offerings of products and services to allow our users to have a true one-stop CRM for running their business. New integrations are always being added to accomplish the goal of being the best and most adaptive relationship management tool in the industry.
Flexible Pricing Tailored to Your Business Needs
Basic
$1000
Per Month
- Up to 10 users
- No software updates
- No technical support
- No bug tracking tool
- 1GB document space
Professional
$1500
Per Month
- Up to 50 users
- Unlimited software updates
- Limited Technical Support
- No bug tracking tool
- 25GB Document Space
Business
$2500
Per Month
- Up to 100 users
- Unlimited software updates
- Limited Technical Support
- Bug Tracking Tool
- 25GB Document Space
Enterprises
$3000
Per Month
- Unlimited Users
- Unlimited Software Updates
- Unlimited Technical Support
- Bug Tracking Tool
- Unlimited Document Space
Our Dynamic Mobile CRM
ISO Access Mobile CRM provides your company with access no matter where you are. Fully functional and adaptive, the app allows access to pertinent information even when you are with your merchant customer.
Updates to Improve Your Experience
Designed to minimize disruptions, save time, and make your workflow more efficient, so you can focus on what matters most.
Experience Our Industry Leading Software
Our customer support staff are ready to assist you in utilizing our powerful and flexible ISO Access software.
