Everything you need to grow your merchant services business
From merchant onboarding to residual management, Pulse provides all the tools you need to streamline your operations and scale your portfolio.
Explore Our Platform
Built for Merchant Services Professionals
ISO CRM
Complete CRM solution designed for ISOs with compliance tracking, merchant management, and workflow automation.
Residual Management
Track every dollar with automated residual calculations, split payments, and comprehensive reporting.
Portfolio Analytics
Real-time insights into merchant performance, revenue trends, and portfolio health.
Agent Management
Manage your sales team, track performance, and automate commission payments.
Merchant Onboarding
Merchant Onboarding
Streamline your merchant acquisition with our digital application process. Support for multiple processors, automated underwriting checks, and real-time status tracking.
- Digital applications with e-signature
- Multi-processor support
- Automated risk assessment
- Document collection & storage
- Status tracking dashboard
- Team collaboration tools
ISO CRM
ISO CRM
Purpose-built CRM software designed specifically for Independent Sales Organizations. Manage merchants, ensure compliance, and automate workflows.
- Merchant lifecycle management
- Compliance tracking
- Workflow automation
- Dashboard analytics
- Payment gateway integration
- AML/KYC management
Residual Management
Residual Management
Comprehensive residual management system that handles complex hierarchies, split payments, and automated calculations across your entire portfolio.
- Multi-level hierarchy support
- Automated monthly calculations
- Split payment management
- Historical tracking & reporting
- Processor statement reconciliation
- Commission forecasting
Portfolio Analytics
Portfolio Analytics
Deep insights into your merchant portfolio with advanced analytics, reporting tools, and performance tracking across all your processors.
- Real-time portfolio metrics
- Performance trend analysis
- Attrition monitoring
- Revenue forecasting
- Custom report builder
- Data export capabilities
Agent Management
Agent Management
Complete toolkit for managing your sales team, tracking performance, and automating commission payments.
- Agent portal access
- Performance tracking
- Commission management
- Document management
- Training resources
- Communication tools
Growth Metrics
Scale your merchant services business
Our platform provides the tools and insights you need to grow your portfolio, manage your team, and optimize your revenue.
Portfolio Growth
Track your portfolio growth with real-time metrics and insights. Monitor merchant acquisition, attrition, and revenue trends.
Team Performance
Monitor your sales team performance, track goals, and automate commission calculations across your organization.
Revenue Optimization
Maximize your revenue with intelligent pricing strategies, automated residual calculations, and revenue forecasting.
“Pulse has transformed how we manage our merchant portfolio. The automation and insights have helped us scale our business significantly.”
Ready to streamline your operations?
Join thousands of merchant services professionals who are scaling their business with Pulse CRM.