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P2 CRM - The most advanced merchant services solution
P2

Turbocharged CRM

Industry-specific CRM built on the world’s leading platform, Salesforce.
Built for your business, right out of the box. With over 16 years in the merchant acquiring business, POS Portal has the deep experience necessary make your business successful. With P2 you’re only ever a couple clicks away from reporting, statuses, and overall profitability analysis—plus so much more.

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P2 Key Features

Sales Automation

P2 allows you to forward leads to your reps instantly, armed with the data to help them push the deal through. If that’s not enough, it also gives instant access to dashboards that track every last detail of deals and their progress in the sales cycle.

Referral Partner Portal

P2’s Partner Portal makes it easy to drive referral growth from your trade association and bank partner channels. Receiving leads, getting status updates, and viewing their residuals are only a few of the benefits of this partnership building and lead generation tool.

Sales Agent Portal

Control every facet of your agent’s sales process – manage their opportunities, view profitability, and see their monthly residual payouts. As well, you can get at-a-glance views of their deals and merchants, manage their indirect pipeline and track agent profitability. Yes, all in one place.

Reporting

Want to know where your deals are, what stage they’re in, even how long they’ve been in that stage? With P2 you have easy visibility into that and just about every aspect of your business. You can easily customize and create dashboards and reports to make sure you’re always in the know.

Additional Customizations

Partner Payout Engine

Residual calculations: P2 allows you to simplify the payout of residuals from multiple sources to various agents, downlines and referral partners. We’re processor agnostic so you can really take control with trend reporting, residual projections, summary reporting and much more – all a click away!

Portfolio Analytics

With P2 you can upload monthly profitability information from multiple processors and get a portfolio-level view of all income and expenses for bankcard products. This gives you incredible control on a micro and macro-level of your entire sales portfolio.

Online Application Processing

With P2 Application Processing, you stay on top of the workload and keep applications moving, without the hassle of slow manual labor. Email notifications keep you informed, pends help track exceptions, and you can even approve merchants automatically.

Deployment

Right from the P2 application, you can order terminals, pin pads, downloads, and injections. An order is submitted to POS Portal’s Fulfillment team, and your hard ware is shipped, tracked, and delivered.

P2 Plus


Pro Services

Get the most out of P2 with our Professional Services. A powerful lineup of additional services designed to help maximize your P2 experience.

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App Portal

There’s even more ways to supercharge the functionality of P2 with our library.

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Get in touch

Our CRM pros have hundreds of years in combined experience. In fact, we’re a Gold Status Salesforce partner. If you want to know more we’re just a call or click away.

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P2 vs. Other CRMs

FEATURE P2 THE OTHERS
Customization Your P2 team External Consultant/Contractor
Customer Service Module Included in P2 Add-On Module
Support and Service Your P2 team Account manager, Technical Solution Architect, Project Managers
Resources P2sday newsletter, P2 videos, P2 help guides Pre-paid “Customer Success” packages
Payment Terms Annual commitment, monthly Varies
Service Turnaround Competitive SLA (1hr – 2 days) SLA (1 day to 14 days)

Pricing varies, for a customized quote tailored to your organization Contact us >

P2 RESOURCES


Video Tutorials

Check out online videos that show you how to use some of P2’s most popular features.

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P2 Solution Sheets

Read up on some shareable information about what P2 can do for you and your business.

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P2 FAQs

A rundown of some of the standard questions we get about P2

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