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CRM Release Updates

What's new

We’ve made a bunch of enhancements and improvements and some bug fixes that’ll hopefully save you some headaches. Enjoy the updates!

May 2025

Latest Release

Residual Processing Enhancements

  • Refined redial logic

  • “Make Payment” button with profile-level control

Elavon Integration Deployment

  • Residuals moved to production

  • Schedule A and Merchant Portal go live

Role-Level Enhancements

  • Mapped key fields to roles for secure access

  • Required fields enforced to boost data quality

Reporting Updates

  • Merchant Profitability Report

  • Enhanced Collections Dashboard

CRM Integration

  • Pipedrive lead source mapping implemented

System Optimization

  • Continued performance and stability improvements

The future of payment technology

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