ISOhub

ISOhub

Impact Techlab
Redtail CRM

Redtail CRM

Redtail Technology
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About

ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth.

About

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

ISOhub is built for independent sales organizations and payment processing agents who need a specialized CRM to streamline merchant management, automate residual commissions, and scale their operations efficiently

Audience

Financial Advisors in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Impact Techlab
Founded: 2014
United States
theisohub.com

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Payitiv CRM

Payitiv CRM

Payitiv

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

Axis LMS
CircleBlack
Dialpad Sell
FP Alpha
Formstack Documents
GoTo Connect
Intulse
Levitate
Moneytree
Nitrogen
PlaybookBuilder
Raklet
RightCapital
Riskalyze
Simplii
Wealth.com
Wufoo
Xinix
Zapier
Zoho Directory

Integrations

Axis LMS
CircleBlack
Dialpad Sell
FP Alpha
Formstack Documents
GoTo Connect
Intulse
Levitate
Moneytree
Nitrogen
PlaybookBuilder
Raklet
RightCapital
Riskalyze
Simplii
Wealth.com
Wufoo
Xinix
Zapier
Zoho Directory
Claim ISOhub and update features and information
Claim ISOhub and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information