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Table of Contents

Lead Story

Visa and Mastercard at 50: Evolving in evolving market

Patti Murphy


Industry Update

Major Visa, MasterCard settlement voided: Now what?

PCI SSC unveils new tools for small, midsize merchants

Denmark's Nets, BOKIS piloting digital wallet

UK joins backlash against interchange


GS Advisory Board:
The state of mobile today - Part 1

The art of shopping cart conversion

Cliff Teston

Payment technology timeline


Merging lanes on the POS road map

Dale S. Laszig
DSL Direct LLC

Fraud in the payment system: What - me worry?

Brandes Elitch
CrossCheck Inc.

Deaf to new product introductions?

Steven Feldshuh
Merchants' Choice Payment Solutions East


Street SmartsSM:
Time to treat MLSs right

John Tucker
1st Capital Loans LLC

Contract management in the paperless age

Adam Atlas
Attorney at Law

How and why to pursue ISVs

Kelly Cullum
SUR Technology Holdings LLC

Company Profile

New Products

Web-based statement analysis, CRM platform

Clientvine LLC

Flexible, EMV-ready mobile payment solution

Castles Technology Co. Ltd.


Are achievers born or made?


Letter from the editors

Readers Speak

Resource Guide


A Bigger Thing

The Green Sheet Online Edition

July 24, 2016  •  Issue 16:07:02

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New Products

Web-based statement analysis, CRM platform

Product: Clientvine

Clientvine, a software development company established in 2014 and headquartered in Fort Worth, Texas, has created a suite of software solutions for ISOs and merchant level salespeople. Built by former ISOs, the platform uses smart tools and advanced analytics to refine and enhance an array of critical business functions, from lead generation to statement analysis to customer relationship management (CRM). The user interface is designed to be simple, easy to manage and readily accessible from connected devices.


"Agents can use their tablets or smart phones to enter key metrics from a merchant statement into our software," said Nathan Randel, Managing Partner at Clientvine. "Our algorithm picks up agent buy rates and accounts for interchange to provide all merchant pricing options in an easily understandable way." The simplified, automated method of statement analysis can also privately show agents their potential revenue streams. Merchant level salespeople (MLSs) who have used the tool have increased closing rates by an average of 10 percent, Randel noted.

"As a former ISO, any CRM software I was using seemed like it wasn't designed by salespeople; programmers don't understand the pressure that's on you when your merchant is waiting for an answer," Randel said. "Our statement analysis tool helps merchant level salespeople deliver great savings on the spot, without giving away everything."

Free trial, all-in-one toolkit

The Clientvine platform is optimized for tablets, smartphones and desktop devices and will format merchant proposals, presentations and savings comparisons in attractive and accessible layouts, the company stated. Designed to streamline the sales process, Clientvine provides a full set of management tools to facilitate lead distribution, report generation and management and tasks related to managing a team and running an ISO. ISOs, acquirers and MLSs can test Clientvine software for 30 days at no charge. Throughout the free trial, prospective clients will have unlimited access to the entire platform, which is continually updated in response to the evolving merchant services industry. Following are examples of available features and solution sets:

Digital solutions, presentations

The payments industry is rich in technology, but MLSs remain the chief delivery system for getting that technology to market, Randel noted. Additionally, many ISOs produce corporate videos that could enhance individual agent presentations.

"When an agent finally gets in the door, it's their chance to engage with a prospective customer," Randel added. "Why would they take out a pen and paper to present a purely digital solution when they have the opportunity to take that merchant through a different experience than they've ever had?"

Website: Contact:

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 | USAePay | Board Studios