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Table of Contents

Lead Story

Growing mobile adoption puts security center stage


Industry Update

Apple Pay may set mobile payment security standard

Alibaba IPO takes investors on magic carpet ride

eBay to unleash PayPal in 2015


Retailers mobile-ize


Check out Visa

Ken Musante
Eureka Payments LLC

Prepaid debit wins over newly affluent

Patti Murphy
ProScribes Inc.

How Apple Pay will affect ISOs and the card brands

Brandes Elitch
CrossCheck Inc.


Street SmartsSM:
Bitcoin: Passing fad or dangerously disruptive?

Tom Waters and Ben Abel
Bank Associates Merchant Services

How to grow your business with referrals

Michael Gavin
Merchant Warehouse

Processor contract terms impacting portfolio values

Scott Calliham
First Annapolis Consulting

Pay attention, limit attrition

Jeff Fortney
Clearent LLC

Company Profile

Instant Credit Manager

New Products

Merchant applications made simple

Electronic Payments Inc.

Power boost for recurring payments

Update XP
Meritus Payment Solutions


Ancient wisdom for today's payment pros


Readers Speak

Resource Guide


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The Green Sheet Online Edition

October 13, 2014  •  Issue 14:10:01

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Readers Speak

I need a CRM

I'm an MLS working solo from a home office. I've been at it for a couple of years, and after a time of zero momentum, business is finally taking off. I'm at the point where I need a CRM solution for tracking all my business, you know, referrals, follow-up actions taken, new account details on what the merchants' setup and needs are, reminders for future upselling, etc. I'd like to have it be cloud-based, too, so I can make use of it when I'm in the field. Can you recommend any products or services to me? Is there anything designed specifically for the payments industry?

Ronan Sharp Merchant Level Salesperson


Congratulations on your business success. As part of your research into customer relationship management (CRM) solutions, be sure to check with the ISO or ISOs with whom you are already working to see if they have recommendations.

In addition, several payment companies have designed customer relationship management (CRM) solutions for their own use, and at least one, Integrated Reporting Is Simple LLC, offers its system to other payment businesses. And in our Resource Guide, PhoneSwipe is listed under Merchant Management Software. The Green Sheet is not specifically endorsing IRIS and PhoneSwipe; the companies are two of many resources to investigate.

Also, search separately for "CRM" and"customer relationship management" using the search function on our home page, This will provide numerous articles from our archives that mention such systems, some of which discuss what attributes to look for.

It would be useful, as well, to ask other payment professionals what CRM systems they use. A good time to do that is at industry tradeshows and events. For upcoming events, see our listings at Another spot where you can seek informed perspectives is our MLS Forum, which you can access via the Forums tab on our home page.

Best of luck in finding the right tools to take your business to the next level.


How can we help your business?

What educational resources do you need to thrive in your payment career? Email us at and let us know.

Notice to readers: These are archived articles. Contact names or information may be out of date. We regret any inconvenience.

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Spotlight Innovators:

North American Bancard | Harbortouch | USAePay | Humboldt Merchant Services | Impact Paysystems