Upload statements to a branded portal; receive an accurate PDF / Web proposal on EVERY statement. Outsource statement analysis with confidence.
Basic CRM Capabilities
In order to organize prospects and proposals, we provide a basic CRM functionality including business info, stage, tasks, notes and file management. We also provide a Zapier Integration and API that allows you to integrate our system with whatever full feature CRM your team may use.
Our technology has come a long way from our beginnings as a prospecting tool that could quickly estimate savings, but this feature still provides a great resource for merchant sales agents looking to grab a prospects attention.
Upload a statement scan or pdf file and get a complete, line by line statement analysis back. Our human assisted AI ensures that each proposal is accurate and matches up with your fees for a side by side comparison. Turn around times vary based on the quality of the scan or PDF we receive. Most analyses are completed and checked by our the same business day.
Should you allow agents to edit pricing or not? We believe this is the wrong question. We allow you to set margin controls up front that allow agents to change pricing, but only within per-determined constraints to control your margins. You can set these pricing limits based on volume, average ticket, etc.
We built the technology, PayTrace provided the optimization mapping and you get to include it on your proposal! Our AI will pull the interchange table from the statement into our tool. Our matching algorithm will auto-match each item to the real interchange category. We identify interchange padding and possible level II & III optimization. Apply these savings to your proposal as a new line item.
Leverage our quick estimate technology to embed an instant savings calculator on your website or enable a marketing funnel to offer an instant proposal. Our system seamlessly gathers contact information from the merchant and provides a beautiful proposal template that is customized to your needs. We also offer a marketing API in order to integrate this feature into your existing marketing process. This is also the perfect tool for referral partners.
A statement analysis is only as effective as the presentation the merchant receives. Selling payment processing is no long simple enough for a spreadsheet. Our custom proposals highlight your technology integrations and other value ads, as well as specifics about your brand. Establish yourself as a cutting edge provider with our custom proposals.
Much, much more…
We could add many more pages of features, but we believe a live demo is the best way to learn about ISO Amp and to see how the various features work together. In addition to the features above, we will show you our full suite of admin tools, user management, pricing templates, schedule A management and much more. Click below to schedule a free demo.