Scalable CRM for Merchant Services & Financial Operation

Case Study

DreamzTech developed an all-in-one CRM platform tailored for the fintech and payment processing sector. The system unified lead management, merchant onboarding, residual tracking, and support workflows to streamline operations and enhance data-driven decision-making.

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Trusted By Startups, SMBs to Fortune 500 Brands

Transforming Fintech Operations with a Custom-Built CRM for Merchant Management

Lead & Sales Pipeline Management

Upload and track leads across lifecycle stages including qualifying, underwriting, negotiation, and closing.
Assign leads to teams or individuals and monitor performance through dashboards.
Appointment scheduling, proposal tracking, and conversion reports built-in.

Merchant & Portfolio Management

Merchant dashboard with real-time metrics for deposits, chargebacks, fees, risk flags, and support history.
Lifecycle management of each merchant from onboarding to renewal or closure.
Visibility into portfolio health across payment processors.

Residuals & Financial Reporting

View, track, and compare monthly residual income across multiple payment processors.
Identify gaps, trends, and outliers through built-in analytics and summary views.

Communication Hub

Integrated SMS and email engine for campaigns, updates, and transaction alerts.
Monitor engagement through delivery, open, and bounce rates.
Support A2P 10DLC compliance and real-time message tracking.

Internal Collaboration Tools

Company calendar with lead follow-ups, team events, and role-specific task reminders.
Custom reminders and to-do list integration with sales and support modules.

Helpdesk & Ticket Management

Centralized system for creating, assigning, and resolving internal and customer support tickets.
SLA management and escalation workflows integrated.

Document & Compliance Center

Upload, manage, and version key documents including merchant contracts and compliance submissions.
E-signature integration for fast approvals and tracking.

AI Chatbot Integration

Built-in chatbot assistant for users to navigate the system, search documentation, and initiate workflows.
Reduces manual support requests and enhances onboarding.

Conclusion

DreamzTech’s CRM platform delivers an all-in-one solution for financial institutions and merchant service providers. From lead generation and underwriting to support ticketing and residual reporting, the system introduces automation and visibility that simplifies operations, strengthens customer relationships, and drives data-backed decision-making. With built-in AI, communications, and compliance tools, the CRM is built to scale with growing teams and expanding portfolios.

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