Superior CRM
Every merchant, from first touch to lifetime value — on one platform.
Superior CRM is the merchant-lifecycle CRM and growth-automation layer built on a PCI Level 1 payment back-office. It runs the whole journey — lead, application, compliance and underwriting, multi-processor boarding, proposals, communications, support, and ISO billing — as one system.
- Capabilities
- 24Capabilities
- Live
- 21Live
- Shadow mode
- 1Shadow mode
- Built · pending
- 1Built · pending
- On the roadmap
- 1On the roadmap
Compliance & automated boarding
Onboard merchants faster — and defensibly.
Every application arrives screened, scored, and ready to board, so underwriting starts from a clear risk picture instead of a stack of documents.
KYC / KYB / AML Verification
Runs identity (KYC), business-entity (KYB), and watchlist/AML screening automatically on every merchant application, then rolls the results into a single compliance score — so underwriting starts with a clear, defensible risk picture instead of manual document chasing.
Automated Underwriting Decisioning
Scores each application from its risk signals and recommends approve, refer, or decline, behind a hard OFAC sanctions gate. Currently runs in shadow mode — it records the decision it would make without auto-enforcing, so the model is validated against real outcomes first.
Proposal & Quote Generation
Generates branded merchant proposals and pricing quotes as polished PDFs, orchestrated by cloud workflow automation — turning a pricing conversation into a send-ready document in minutes.
Multi-Processor Boarding
Boards an approved merchant onto multiple payment processors from a single application — no re-keying the same business into each processor's portal.
Merchant SAQ
A guided PCI-DSS Self-Assessment Questionnaire workflow that walks merchants through the right SAQ for their setup, keeping the portfolio audit-ready.
Merchant Health Score
An at-a-glance computed score of each merchant account's health and risk, so teams can spot trouble — or upsell-ready accounts — without digging through raw activity.
Communications hub
Reach every lead and merchant, on every channel.
SMS, chat, voice, and email share one system and one conversation history — so sales and support never talk past each other.
SMS Channel
Two-way SMS with leads and merchants, metered and billable, and wired directly into drip campaigns — reach people on the channel they actually answer.
Live Chat
Real-time chat with leads and merchants over a websocket service, with automatic polling fallback, on a shared chat thread that also powers support — one conversation, whether it starts in sales or service.
Power Dialer
Click-to-call and outbound power-dialing for sales reps, with bring-your-own-voice per ISO and voice-minute metering. Built and ready — pending enablement.
Transactional and campaign email from the same platform, so lifecycle messaging and one-off sends share one system.
Unified Support Tickets
Merchant and lead support consolidated onto one live chat thread with full agent tooling — support and sales see the same history instead of siloed inboxes.
Campaigns, pipeline & automation
Turn activity into follow-through, automatically.
Leads move through a visible pipeline while sequences, routing, and custom data do the repetitive work for you.
Drip Campaign Engine
Automated multi-step email and SMS sequences triggered by pipeline stage and events — so follow-up happens on its own instead of falling through the cracks.
Lead Pipeline
Lead capture and management from first prospect through submitted application, giving every deal a visible stage and owner.
Auto Ticket Routing
Routes inbound support tickets to the right queue or agent automatically, cutting the manual triage between a ticket arriving and the right person seeing it.
Custom Fields
User-defined fields on core entities, so each ISO can capture the data their business actually runs on without a code change.
Workflow Builder
A visual, no-code automation builder for wiring up custom triggers and actions. Planned — on the roadmap, not yet built.
ISO productization & billing
Package the platform as products your ISOs can sell.
Gate features, meter usage, and keep partner records in sync — so every ISO gets exactly what they pay for, on their own providers.
ISO Entitlements & Billing
Per-ISO feature packaging and entitlement gating with usage-based billing — turn the platform's capabilities into products each ISO can be sold, provisioned, and billed for.
ISO Partner Autosync
Keeps ISO partner records in sync automatically, so partner data doesn't drift between systems.
Per-ISO Provider Config
Each ISO brings its own communications providers, configured independently — so one partner's SMS and voice setup never entangles another's.
Payments — the engine underneath
The rails everything above runs on.
Superior CRM sits on a PCI Level 1 payment back-office — one terminal, ACH origination, and retry-safe processing.
Unified Virtual Terminal
One endpoint for keyed, tokenized, or track-data card transactions — sale, authorize, capture, void, refund — including Level 3 line-item data. The single payments entry point everything above sits on.
ACH Rails & House Payouts
ACH origination plus partner payouts on the house rail. Live, switched on per processor as enablement completes.
Double-Charge Idempotency Guard
Retry-safe payments: a timed-out virtual-terminal retry can't double-charge the card — the guard recognizes the repeat and returns the original result.
Platform
Visible, secure, and white-labeled by default.
Everyone sees platform health, and every partner gets their own branding and their own access boundaries.
System Status Dashboard
Live internal and public status pages covering every module, so staff and partners can see platform health at a glance.
Role-Based Access & White-Label
Granular RBAC across internal, ISO, merchant, and customer roles, plus per-environment white-label branding — every partner gets their own look and their own access boundaries.
How it fits together
One system, from first lead to lifetime billing.
Every capability above plugs into a single merchant lifecycle. Nothing is stitched together after the fact.
- 1
Lead capture
- 2
Compliance & underwriting
KYC · KYB · AML
- 3
Multi-processor boarding
- 4
Proposal & quote
- 5
Activation
- 6
Ongoing communications
SMS · live chat · dialer · email drip
- 7
Support
- 8
ISO billing & entitlements
Status, honestly
What's live vs. what's coming.
Most of Superior CRM is in production today. Here is exactly where the rest stands — nothing on this page is presented as shipped unless it is.
Automated Underwriting Decisioning
Shadow modeLive in shadow mode: it records the approve / refer / decline decision it would make, behind a hard OFAC gate, without auto-enforcing — so the model is validated against real outcomes before it takes the wheel.
Power Dialer
Built · pendingBuilt and ready. Click-to-call, outbound power-dialing, per-ISO bring-your-own-voice, and voice-minute metering are complete and waiting on enablement.
ACH Rails & House Payouts
LiveLive on the platform, switched on per processor as enablement completes — ACH origination plus partner payouts on the house rail.
Workflow Builder
RoadmapOn the roadmap: a visual, no-code automation builder for custom triggers and actions. Planned, not yet built.
Put the whole merchant lifecycle on one platform.
Book a walkthrough of Superior CRM, or dig into the ISO partner program to see how the platform is packaged, gated, and billed.