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Description
Payzli Connect is more than just a CRM system; it's an innovative platform designed to give payment professionals complete control over their sales and account management processes. From lead generation to account boarding, and residuals to risk management, Payzli Connect is tailored to cover the full spectrum of the payment lifecycle. With cutting-edge encryption, frictionless integrations and unwavering support, Payzli Connect sets a new standard for seamless, secure and streamlined payment processing.
Why Sales Professionals Love Payzli Connect
Simple Online Application
Easily send out digital applications for merchant signatures or upload physically signed applications directly to our underwriting team with live application status tracking.
Lead Management
Gain control by managing merchant leads and tracking their progress. An intuitive interface that reduces partner’s administrative burden and accelerates merchant’s time to market.
Effortless Digital Onboarding
Save valuable time with a streamlined onboarding process and clear status updates. Use a single platform to upload paperwork, order equipment, and communicate directly.
Live Account Updates
Stay informed on-the-go with real-time notifications, application status, and account updates.
Merchant Support 360
Enjoy robust omni-channel support through SMS and email, keeping you connected with the Payzli team and your merchants in real time.
Direct Communication
Open merchant support cases for various needs, from account updates to transaction research, with a direct line of communication to our support staff. Stay informed while on the go.
From onboarding to ongoing success, Payzli Connect is your one-stop shop for a smoother, smarter payment processing experience.