VizyPay CRM app is designed to assist VizyPay Account Managers with lead tracking, merchant accounts, financial information, and more.
Linked to your CRM profile, VizyPay allows you quick access to your account information on the go.
Free and accessible to internal VizyPay Account Managers.
Dashboard
- Keeps track of merchant messages to help you better organize your work
- View your calendar for upcoming scheduled events, linked to your leads for accessibility
Lead Genius
- Visualize your existing leads through the integrated map, filter and view to fit your specific needs; Review, Leads, Contacted, Won, and Loss.
- Find information about your leads by tapping on the map or through the leads list.
Merchant
- View your merchants; active, inactive, and closed accounts are all made available to you
- Review the overall reports of merchants linked to your account
Finance
- Access your income and earnings through commissions
- Quickly see information regarding your residuals, including lifetime and current statistics
- Sort and filter your transactions made to easily see what deductions have been made
Other Features:
Sales: Lets you quickly view your proposals and allows you to submit new applications
Marketing: Read about all things VizyPay. Including newsletters, blogs, and the VizyPay shop
Training Resources: Provides you tools to understand more about what VizyPay is and how it works
Documents: Contains all guidelines and forms for your merchants
Support: Contact our support team for any questions you have for the VizyPay team
VizyPay 101: Watch videos made by VizyPay to help introduce yourself to who VizyPay as a company