Real-time insights Intuitive visualizations Customer engagement and team productivity Customize your view Monitor key metrics Track and optimize your customer relationships

Real-time transaction monitoring Customizable risk criteria Detect fraud and minimize financial losses Enhances security and operational efficiency

Monitor and manage ongoing residuals from merchants Flexible commission plans tailored to your business model Access real-time reporting

Valor CRM

Your all-in-one payment and sales platform

Why choose Valor CRM?

Ignite your
customer relationships

Discover how Valor CRM can transform your business operations with its customizable, cloud-based CRM platform that streamlines workflows and boosts productivity across all aspects of customer and agent management.

Valor CRM is the spark you need to launch your business to new heights

Designed to maximize your operations by streamlining workflows, improving communication, and delivering tools so you can take full control of your business.

Analytics dashboard

Risk portal

Residual management

Boarding & Underwriting

Automated underwriting helps to significantly reduce ongoing risk by streamlining thedecision-making process and ensuring more accurate, data-driven assessments.

Risk automation

Automatically monitor and flag merchant transactions based on your defined risk criteria.

Support management

Seamlessly handle customer inquiries and issues, allowing you to track, prioritize, and assign tickets to the right team.

Role and hierarchy based access

Provides granular control over user permissions, allowing administrators to define what data and features each user or group can access.

Agent & User management

Manage agents and sub-ISOs with customizable commission structures and performance tracking.

Customizable dashboards & reports

Allow users to create and customize reports based on specific business needs, with options to schedule and automate report generation.

Manage all aspects of your business

Merchant management

From onboarding to getting the merchant active for transactions and monitoring the complete transactions, a full-fledged solution.

Residual management

Automatically calculate and report residuals, providing transparency and accuracy for agents and ISOs.

Support management

Seamless handle customer inquiries and issues, centralizing support requests, allowing you to track, prioritize, and assign tickets to the right team members.