Contact, task, and manage your teams at the office or agent level with the Corporate Portal in Pegasus CRM. Here, you have access to the contact information of all users under your corporation, making company-wide communication easier than ever. Viewing the analytics tool allows you to compare call quotas, sales closed, and average conversion rates across your offices and sales agents, so you can be aware of how valuable your employees are to you. Survey residual reports down to the agent level and push down rates and fees all within the Corporate Portal. You have control over permissions at all levels to adjust what each office and agent can see, and you can limit each office’s number of users, employees, and sales agents discreetly. Manage all your lines of business in the Corporate Portal of Pegasus CRM.

Learn More!

If you want to learn more about what Pegasus CRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.