Bankcard Pros CRM Account Tracking Software - Powerful CRM tools and features to run your entire sales office and mange your sales force nationwide.Click here to play our live audio presentation

Welcome to Bankcard Pros CRM Account Tracking Software! Our CRM software was designed for the electronic payment processing industry for Independent Sales Organizations (ISO’s) and Merchant Level Sales (MLS) offices. Bankcard Pros CRM provides your sales organization with the latest in CRM web-based technology that raises your business to a higher level of professionalism, excellence, and corporate appeal. With all these benefits, your business will be ready to recruit the best talent available to fill your sales positions within the bankcard industry, help you manage their daily sales progress, and keep track of their daily commissions, equipment lease funding, monthly residual reports, and more.  The CRM software also provides your entire staff and sales team with the latest sales and marketing tools necessary to help you sell, track, and deploy merchant account services, value-added services, and processing equipment without costly delays and helping reduce costs. Learn moreSuccess StoriesComplete List of FeaturesDownload Special Offer Flyer

ALL NEW! EQUIPMENT INVENTORY & TRACKING - Click here for more information about our new special features

Board new merchants into the software by completing the online user merchant application and then receive email notifications whenever the status of your new merchant account has changed

Complete leads and telemarketing system including importing leads, lead status and tracking, notes and history, letter templates, appointments, tasks, reminders, and more.

Marketing campaigns, speacial promotion advertisements, birthday reminder email notifications, and more.

Complete cost comparison and rate quote analysis system, plus an interchange rate quote calculator

Create, build, and customize unlimited online merchant applications within the software for each bank or processor you do business with.

Integrate your merchant PDF application into the software and map all fields.

receive new leads from sales professionals who want to join your company, and track the results of all contacts made with each new recrutiing lead.

Comprehensive monthly residual reporting system

Complete sales agent invoicing system that calculates and totals user profist from each merchant account including lease funding, equipment commissions, upfront bonuses, performance bonuses, equipment costs, and more.

Equipment lease funding and tracking system.

Equipment inventory and costs system.

Tasks, reminders, appointments, and event scheduling system.

Calendar and scheduling system allows you to view 3 months, monthly, weekly, and daily activity

Complete trouble ticketing system for providing customer service and support to merchants and sales professionals.

Complete vendor address book system.

Document download library for sales collateral, documents, forms, applications, contracts, addendums, and more.

Equipment and general knowledgebase support system.

Create news announcements

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Bankcard Pros CRM Account Tracking Software  | A Division of Creative Vision Studio, LLC.
Software Development. Custom Programming. CRM Solutions. |  Long Beach, California

(866) 844-6463 Toll Free |  (562) 366-2928 Office  | (562) 366-4772 Fax |  Sales
demo@bankcardpros.com
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