Business 2 Business CRM

Business Access CRM is designed the streamline your B2B business. Our CRM is designed with your sales staff in mind, ensuring easy-to-use functionality that manages everything from daily sales progress and commissions, equipment lease funding and monthly residual reports, to selling, tracking and deploying merchant accounts.

Business Access CRM allows the user easy access to information, displayed in a logical and well-executed design. One-click button functionality and dropdown menus make it simple to move between screens, making sure your staff can both collect, provide and inform customers in the most time-effective manner. After all, good business practices today demand that your customers have instant access to information.

Likewise, we know that CRM users need to feel comfortable with a product they employ on a daily basis. We designed informative, easy-to-follow and comprehensive online training support that covers each and every aspect of Business Access CRM. Our online support empowers staff to use a pro-active approach, to ensure they can improve their ongoing knowledge of the CRM without the need for time-consuming telephone support.

Our goal is to build superior CRM software – we think we’ve done that. However, we also know that keeping our software at the top of the market demands ongoing, methodical improvements. We continue to invest heavily in the software’s design and functionality to make certain Bankcard Pros CRM/MCA remains as relevant for business tomorrow as it is today.

Take a closer look at Bankcard Pros CRM/MCA

As we mentioned, our CRM provides a wide range of functionality, so your entire sales team and marketing staff have information available at their fingertips.  From information gathering to extensive reporting capabilities, from a truly usable knowledgebase to user-friendly systems covering a wide range of functionality, our CRM allows your staff to be independent while working within your company’s internal regulations. We designed the following system features to give users access to information in a readily available and efficient manner.

Major Features:

  • Send and receive Emails
  • Account and contact management
  • Opportunity tracking
  • Lead management
  • Task and event tracking
  • Appointment scheduling
  • Calendar dashboard
  • Customizable reports and dashboards
  • User access permissions
  • Trouble ticketing system
  • Sales campaigns
  • Quotes and orders
  • Email notifications
  • Recruiting and hiring
  • Web forms builder
  • Document management
  • PDF document integration
  • Shopping cart system
  • Equipment inventory
  • Equipment serial # tracking
  • Project board tracking
  • Custom app development
  • Performance charts
  • Knowledge base
  • News articles
  • Address book
  • Employee time clock
  • Vehicle & mileage tracking
  • Export mailing lists
  • Print Avery mailing labels
  • Instant messaging system
  • Internet-based training
  • Referral partner tracking
  • RSS News feeds

Leads and Telemarketing System

Our comprehensive leads & telemarketing system provides your inside and outside sales force with the following features:

  • Create lead appointments, tasks, reminders
  • send letter templates
  • prepare rate quotes
  • upload statements
  • keep track of all notes and activity for each lead
  • Create and customize unlimited letter templates for leads system
  • Letter templates are linked to your document download section so you can attach documents before sending out letter template emails
  • Set user access rights for new letter templates and share with all users or keep private
  • Create and customize lead status levels
  • Create and customize lead list names
  • Upload/import unlimited amount of leads and assign to any user
  • Manually add leads and assign to any user
  • Convert all data from business leads to live online merchant applications
  • Rate quote and cost analysis proposal + Interchange rate quote calculator,
  • Receive driving to and from directions for all lead appointments
  • Disable user ability to delete leads or create lead list names
  • Choose which lead status categories/levels you want
  • Telemarketers to access/view
  • Choose which users you want each telemarketer to setup appointments
  • Setup fixed commissions for telemarketers per appointment
  • Setup and choose status level of the commissions will be approved for payroll,
  • MapQuest.com link will instantly provide you Driving Directions to the Business
    Location
  • Instant links will provide you the ability to search the DBA Business name with Google, BBB, D&B, and Yellow Page searches
  • Call link icons for all phone # fields automatically dials and calls the phone number using your Skype, RingCentral, Vonage, or 8x8 VOIP Click2Call using the softphone desktop app for these vendors
  • Instant links will provide you the ability to search the Phone number fields with Google and phonenumber.com reverse phone search utilities
  • Fax link ICON for all Fax # fields automatically dials and calls the Fax number to fax a cover letter and attached documents
  • Instant WHOIS link will provide you the ability to do a WHOIS search for the website address

Leads / Sales Activity / Sales Projection Reporting

  • Sales team group leader showing progress of team leaders
  • Team activity report showing progress of all team members
  • Per user activity report showing all activity per user on a daily basis, including date, time, user ip address, type of change, item #, DBA name, activity details includes status change, new account created, new note added, new doc uploaded, new task, new appointment, and more
  • Sales forecasting
  • Sales statistics
  • Lead upsell opportunities
  • Import and export leads
  • View duplicate leads and accounts boarded already
  • Lead rotation and assignment
  • Waiting for documents status reports
  • Lead status reporting
  • MCA leads reporting
  • Total sales completed dashboard
  • Sales goal dashboard

Project Task Board Manager

Bankcard Pros CRM Software provides your business with a project task board with a simple drag and drop project tracking web app that gives you a big picture view of things you’re working on.

Employee Time Clock, Mileage Reports, and Business Expenses

Keep track of employee time and attendance by providing your hourly employees clock in and out each day.  Our CRM software keeps track of regular hours worked per day, overtime hours, and calculates taxes so you can pay your employees each week via the ACH Billing integration.  Our crm also allows you to keep track of vehicles, vehicle mileage, and business expenses.

Document Management

Keep track of all documents uploaded in the entire CRM including the address book, leads system, document library, merchant applications, merchant cash advance contracts, trouble ticket system, and user profiles.  View documents uploaded per merchant, per user, per day, and per account #.

ACH Billing (Payroll and Collections)

With ACH Billing, your company will be able to submit debit and/or credit billing or payroll transactions for merchants, employees, and sales agents for the employee time clock, recurring billing, trouble ticketing system, merchant cash advance collections and payments, monthly residual report, upfront bonuses and commissions, referral partner fees.  Our CRM software allows you to connect to major ACH Processing companies such as:

  • ACHWorks
  • Transax 
  • Meritus 
  • Forte 
  • USA ePay 
  • ACHProcessing.com 
  • Sage

Electronic Signatures

Our CRM software allows you to submit your applications and paperwork to your clients for electronic signatures within the leads, merchant account boarding, and merchant cash advance system.  Choose recipients, choose documents, and then submit the documents using DocuSign, Right Signature, Sertifi, or Adobe EchoSign.  Your clients will receive an email from one of the 2 vendors.  Once they sign electronically, the CRM will receive information back informing you the signature process has been completed and allow you to view the envelope and documents with signatures.

Trouble Ticketing Billing System

Submit trouble tickets including ticket issue, subject, details, description, responsibility for users involved, status, priority, support type, customer phone #, customer contact information, add and view notes, upload documents, record and track billing hours and payments, and view history.  View comprehensive reports such as daily ticket activity, manage daily tickets, view ticket statistics, view ticket billing information including dba name, # tickets submitted for the month, monthly fee$, hours included per month, MTD hours used, billable hours, per hour, total due, and hours available.

Tools to Help Your Staff Manage Support Services and Activity

Daily reminders and alerts for all tasks/reminders and appointments emailed to users daily, Trouble ticketing system, General knowledgebase, News alerts and announcements, Document download library, Attach documents to tasks/reminders, news alerts, knowledgebase articles, trouble tickets, Internet-based training curriculum, Training videos, Email marketing campaigns, Document Management and Viewing, Referral Partner Management and Tracking, Equipment and Supplies Inventory Tracking / Shopping Cart System.

Multi-User Profile Management

Our CRM allows you to manage multi-user networks in the system so multiple users can share in profits for upfront bonuses and commissions as well as monthly residuals.

  • User groups could be regional offices, sales offices, sales managers, sales agents, inside sales agents, telemarketers, and referral partners.
  • Setup unlimited user accounts, User #, Office #, System ID#, Upload User Photo,
  • User Faxing setup capabilities
  • Send password reset features via email
  • Setup and view direct and indirect user residual % profit sharing values
  • Upload and view all documentation, contracts, and paperwork for each user
  • Keep notes with dates and times of all activity, calls, emails, disciplinary action, and training provided for each user
  • Keep track of all trouble tickets created for each user account
  • Create personal links for referral forms, online merchant application forms, and career opportunity inquiry forms to add to users personal websites
  • User/Network Logo Upload Management
  • User Banking Information (Optional Data)
  • Online Apps the User is Allowed to Access/View
  • IP Addresses Used to Login Using Current User Name / IP Restriction Settings
  • View the User IM Accounts, Including: Yahoo IM, Skype IM, AOL IM, Google IM, ICQ IM, Jabber IM
  • View the User Social Networking Accounts, Including: LinkedIn URL, Facebook URL, Twitter URL, Blogger URL, YouTube URL, WordPress URL, Wikipedia URL, Tagged URL, LiveJournal URL, 360.Yahoo URL, Other Blog URL

Dymo Mailing Label Printing

With Bankcard Pros CRM, you are able to print mailing labels for any leads, merchant accounts, user accounts, address book contacts, and merchant cash advance accounts.  With the click of one button, the crm will print a mailing label using the contact fields of the account you are viewing.   Label, mail, and file smarter with proprietary DYMO Productivity Software, featuring the new DYMO Label v.8, DYMO File and Address Fixer. DYMO Label v.8 software enables you to create and print address, shipping, file, folder and barcode labels, plus name badges and more ‐ all without the extra work and hassles of printing sheet labels on a standard desktop printer.   The LabelWriter 450 Twin Turbo label printer holds two label rolls, so you can print labels and postage even faster. Label, mail, and file smarter with proprietary DYMO Productivity Software, featuring the new DYMO Label  v.8, DYMO  Stamps, DYMO File and Address Fixer. DYMO Label v.8 software enables you to create and print address, shipping, file, folder and barcode labels, plus name badges and more ‐ all without the extra work and  hassles of printing sheet labels on a standard desktop printer.

Dymo Business Card Scanner

With Bankcard Pros CRM, you are able to scan, save, map, and convert the data from the business card into the CRM database and instantly save as a lead.  With the click of one button, the crm will print a mailing lable using the contact fields of the account you are viewing.

CardScan Executive combines a fast and accurate color-capable business card scanner with the latest version of our award-winning CardScan contact management software.  Capture contact data without typing! Scan directly from business cards or drag and drop from emails, Web pages.  New features let you scan business cards directly into Microsoft Outlook (Windows only), verify and correct US addresses and ZIP + 4 codes, and more.  Sync seamlessly with Outlook, Act! Standard and Premium for Workgroups, and Lotus Notes (Windows) or Mac® Address Book (Mac).  Scan business cards in 7 languages, from 14 different countries.

Ship Rush Shipping (UPS, FedEx, USPS)

The fast, integrated tool to print FedEx shipping labels. Forget about copy and paste! ShipRush makes label printing simple and straightforward.  ShipRush is an award-winning shipping application that integrates with a variety of systems to make your shipping process faster, easier and more efficient.   ShipRush will Automatically import address information, Post back shipment information, Email shipment notifications, Validate domestic shipping addresses, Process international shipments, ShipRush with ecommerce can process labels in bulk and print packing lists, FedEx savings of up to 21% with no monthly minimum.  ShipRush is published by Z-Firm LLC. We make parcel shipping integrated and easy. Z-Firm's mission: The best, most productive shipping experience in a system that is easy to install and use.  Founded in 1992, Z-Firm has been making parcel shipping software since 1998. Our solutions have the relevant authorizations and certifications from the shipping carriers (FedEx, UPS and the U.S. Post Office). Our out-of-box integrated software integrates with ecommerce, accounting, POS and CRM software from the major publishers (Intuit, Microsoft, and Sage).