Payzli Connect

Payzli

About this app

Payzli Connect is more than just a CRM system; it's an innovative platform designed to give payment professionals complete control over their sales and account management processes. From lead generation to account boarding, and residuals to risk management, Payzli Connect is tailored to cover the full spectrum of the payment lifecycle. With cutting-edge encryption, frictionless integrations and unwavering support, Payzli Connect sets a new standard for seamless, secure and streamlined payment processing.

Why Sales Professionals Love Payzli Connect

Simple Online Application

Easily send out digital applications for merchant signatures or upload physically signed applications directly to our underwriting team with live application status tracking.

Lead Management

Gain control by managing merchant leads and tracking their progress. An intuitive interface that reduces partner’s administrative burden and accelerates merchant’s time to market.

Effortless Digital Onboarding

Save valuable time with a streamlined onboarding process and clear status updates. Use a single platform to upload paperwork, order equipment, and communicate directly.

What’s new

🚀 What’s New

• Full underwriting workflow now available on mobile
• Create, view, and manage residual hierarchies
• Redesigned user profile with secure password updates
• Residual history now accessible on mobile