Bankcard Pros CRM Account Tracking Software - Powerful CRM tools and features to run your entire sales office and mange your sales force nationwide.

Creative Vision Studio & Bankcard Pros Software

Bankcard Pros is a complete web-based CRM software suite that will play an integral part in every sales office’s marketing strategy. Bankcard Pros improves your ability to deliver information and services timely and effectively.

Complete CRM software designed specifically for the electronic payment processing industry:

  • Merchant account boarding and tracking with 16 status levels + real-time reports
  • Ability to customize status levels, user types and access rights, lead statuses, and online apps
  • Email notifications kee
  • Equipment help section with ability to attached docs to KB articles and Trouble Tickets
  • Merchant database advanced search tools
  • Email system allows users to communicate with administrators
  • Send out Birthday wishes to users, merchants, leads, address book contacts
  • Export mailing list reports for users, merchants, leads, and address book contacts
  • Vendor address book
  • Sales statistics leader board with top sales person photo for each category
  • Referral Partner form, merchant application form, and recruiting lead form

A single point-of-entry software that runs your office and sales team for you, including:

  • Make it easy for new businesses to do business with you
  • Simplify your entire pre-sales processComprehensive merchant database enabling you to provide the best employee, sales, and merchant support
  • Automatically generated forms and paperwork
  • Make your office run efficiently and effectively
  • Manage and track your sales team success daily
  • Supervise and monitor employee tasks & responsibilities
  • Provide you statistics to identify employee training needs

A single point-of-entry merchant boarding system that allows you to receive, manage, and track the following:

  • Qualified leads
  • Networking opportunities
  • Bank partner and trade association leads
  • New applications submitted by your agents
  • New applications submitted by businesses

Experience Creative Vision Studio & Bankcard Pros Software

Join our experts for an interactive tour of Bankcard Pros software.  Bankcard Pros executives and product experts will walk you through our CRM applications and introduce you to the capabilities of our software solution for the credit card processing industry. 

Click here to demo the software and call us at (562) 366-2928 and we will be glad to start your demo.

 

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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