A c c o u n t T r a c k i n g S o f t w a r eBankcardProsCRM

CRM Account TrackingSoftware for the

Bankcard Industry

Web-based relationship

management software to

help you start, run, and

grow your sales office

Bankcard Pros CRM Account Tracking Software is a fully integrated system that can help you to customize and maintain control over the

entire marketing, sales, profitability, & merchant service lifecycle.

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w w w . c r e a t i v e v i s i o n s t u d i o . c o m

Bankcard Pros CRM Account Tracking Software

Calendar andScheduling System

Tasks, Reminders,Appointments,

and Event Scheduler

Sales RecruitingLead Tracking

System

Leads/Telemarketing & Letter Template

System

Interchange Rate Quote Calculator

New AccountBoarding and

Underwriting System

CustomizedOnline Application

System

EquipmentInventory & Tracking

System

Invoice SystemUpfront CommissionsPerformance Bonus

Equipment LeaseFunding & Tracking

Monthly ResidualReporting System

Trouble TicketSystem for

Client/Agent Support

KnowledgebaseSupport System

Document DownloadLibrary

Address Book& Messaging System

News/Alerts/UpdatesAgent Communication

System

Operating an ISO or Merchant Level Sales (MLS) office is no small feat. Even with a smart, savvy and experienced staff, it is not an easy endeavor. Today, sales offices are faced with intense competition and increased administrative duties which include managing accounts, handling paperwork, data entry, soliciting new business, and supporting sales agents in the field.

Bankcard Pros CRM Account Tracking Software was developed exclusively for the electronic payment processing industry for small, medium, or large sales offices. The software organizes overall business operations and communications between management, employees, and independent sales agents across the country.

Bankcard Pros provides a one-stop web-based solution for sales offices that will organize and manage your entire company, employees, independent sales agents, new account processing, communications, progress reports, profits, commissions, lease funding, residuals, and more.

Your entire sales team can instantly access key contact and merchant information, manage and prioritize tasks, appointments, activities, and track all merchant-related communications so you can grow more productive business relationships.

By streamlining office procedures, tasks, and priorities, you will not only save time and money, but will get your merchants processing that first transaction within a few days, as well as generate more revenue by focusing on what matters most.

Bankcard Pros allows sales agents to work efficiently in any location with an Internet connection; they receive real-time, up-to-date reports of new and existing accounts, appointments, profits, residuals and news. Bankcard Pros follows the entire process of a sale, from application submission through review, underwriting, approval and installation.

ADMINISTRATIVE TOOLS

Same-day installation for all new clientsCustomize the entire system using the administrative control panelPrivate-label the entire system with your company name and logoWeb-based software allows user access 24/7 nationwideSoftware can be installed and hosted on your choice of serverPrivate-label and co-brand the entire software system using your logoEdit the HTML title search engine tags for each HTML pageAbility to create unlimited user accountsCreate and customize your own user account categories/typesCreate and customize your own account status levels

Customize user access rights and permissions for all users

RESIDUAL REPORTING SYSTEM

Calculates and sorts residuals by Month/Year, Vendor, User, Merchants, and Net Profit8-level user account networking capabilitiesMultiple users can share in residual % per merchant accountSetup default residual % profit sharing for all merchantsSetup residual % profit sharing for individual merchant accountsAdd additional users to share residual profits for individual merchants

PRICING AND COSTS CONFIGURATION TOOLS

Equipment lease funding calculationsEquipment sales commissions calculationsUp to 36-months upfront residual payment calculations Upfront merchant activation bonusesWeekly, Bi-Monthly, or Monthly performance bonuses Equipment costs deductionsEquipment purchase, lease, reprogram, free offer, swap, trade-in, and rental optionsUpfront fees collected calculationsStart-up supplies deductions Shipping costs deductionsSales tax calculations Other fees deductions

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MERCHANT BOARDING AND STATUS REPORTS

Merchant account boarding and tracking with UNLIMITED status levels + real-time reports Up to 20+ email notifications keeps your sales force up to date of status changesCreate unlimited online applications for each bank/processor you are registered withUpload and integrate your own PDF merchant applications and vendor contractsPDF documents are automatically generated with all fields populatedEmail system allows users to communicate with administratorsInvoices are generated for each merchant account with details of all user profits and costsReferral Partner form, merchant app form, and recruiting lead form

MULTI-LEVEL USER SYSTEM

Multi-Level User Network and Profit Sharing 8-level user account networking capabilitiesMulti-level residual profit sharing with residual overridesMulti-level user system, user access rights controlsAdministrative, technology, underwriting, customer service users Sales office, sales manager, sales rep, telemarketer usersReferral agent, referral partner, and trade association partner user accounts

LEADS AND TELEMARKETING SYSTEM

Comprehensive leads & telemarketing systemCreate lead appointments, tasks, send letter templates, prepare rate quotes, upload statements, and keep track of all notes and activity for each leadCreate and customize unlimited letter templates for leads systemCreate and customize lead status levelsCreate and customize lead list namesUpload/import unlimited amount of leads and assign to any userManually add leads and assign to any userConvert all data from business leads to live online merchant applicationsRate quote and cost analysis proposal + Interchange rate quote calculatorReceive driving to and from directions for all lead appointmentsDisable user ability to delete leads or create lead list names

COMPLETE CALENDAR AND SCHEDULING SYSTEM

• Calendar system • View calendar by month, week, day • Appointments • Tasks/Reminders / Add attachments• Events and Holidays• Appointment start time, end time • Recurrence pattern by daily, weekly, monthly, yearly • Recurrence every xx weeks on: Sun Mon Tue Wed Thu Fri • Range of recurrence start date, no end date, end after xx

occurrences, end by date • All tasks are labeled by who created the tasks • Tasks can be assigned to any owner • Tasks will have a due date • Tasks will have a priority level of Low, Medium, or High • Tasks will have a status of Open or Closed

SUPPORT SECTION

• Daily reminders and alerts for all tasks and appointments emailed to users daily

• Trouble tickets, knowledge-base, news alerts, and document download library

• Attach documents to tasks/reminders, news alerts, knowledgebase articles, trouble tickets

OTHER TOOLS

• Recruiting and new hire lead inquiry and status system• Send out Birthday wishes to users, merchants, leads, address book

contacts • Export mailing list reports for users, merchants, leads, and address

book contacts

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A c c o u n t T r a c k i n g S o f t w a r eBankcardProsCRM

Bankcard Pros CRM Account Tracking Software

Customer Success Stories

“All that you have done for me so far is awesome. I don't know any ISO to the next level of IT Knowledge and Industry how anyone can say they don't see value in the Bank Card superiority over the competitors. I highly recommend him and Pros CRM Account Tracking Software because I have been any invested time or money with Robert and his company will having fun with it for the past couple of days.” gain a great return. I look forward to working with him and his

team.” – Marcus Andrews, Owner, Valtegrity Merchant Services

- Jesse Roldan, Pennsylvania Payment Partners, LLC. “I use Bankcard Pros CRM software and love it...I have to admit I'm not a techie, and there were some areas that was “Bankcard Pros provides you with everything you need to run a new to me. However, with Robert's help, we were able to sales office from day one including CRM software, marketing complete the set-up and configuration and everything is and advertising materials, sales collateral, and a complete web running smoothly at this point. It's the best tool I've seen presence,” geared specifically towards the bankcard industry. It is not only impressive to those on the outside looking in (potential - Allen Kopelman, Nationwide Payment Systems, CEO, Floridarecruits), but an excellent tool for my sales reps. We have over 600 bits of information available to our account executives, that “As a developer of custom CRM and popular business make our job's easier. If they need information on a particular development software tools, I consider myself extremely subject, such as marketing materials, applications, or just want thorough and careful when choosing a software solution to to review one to the 120 some training audio and video manage my base of over 400 Independent Sales Agents. I lessons, it's right there at a click of a button. I would highly have found Bankcard Pros Software to be among the most recommend this product. Be prepared to take some time in advanced, out of the box, easy to use, comprehensive setting it up, depending on how much information you want to communication and data management tool in this industry and provide, BUT THE TIME SPENT SETTING IT UP AND rely on it daily to support the growth our Independent Sales LEARNING THE SYSTEM IS WELL WORTH IT!” Organization. This software acts as a center point between my

in-house staff, field agents, our merchants, prospects, and - Sam Spiezio, Senior Vice president, US Netcom processors all in one interface that has proven in my

organization to have a 100% up-time,” “Our switch to Bankcard Pros CRM is based completely service based. Dealing with a competitor of Bankcard Pros was - Michael A. Brooks, CEO, Californiaa constant battle to correct their mistakes with our reporting and database for many years. You would not believe the “Bankcard Pros has been providing our company their solution (documented) nightmares I've been through and the obstacles for the last two years, we use this system for entering all of our he's created to overcome those nightmares. There were many merchant applications which ties into our core software instances when I had to show him corrections in his work and I platform and loads the front end system and then to FDR's don't think his ego took kindly to it. He would argue and cause system, we export the gathered data from each merchant a tremendous stir for a few weeks but then eventually make agreement and export to our core software, this allows us to the corrections. We have lost many, many sales reps along the pull credit reports and file builds for specific front end way as well as having our integrity questioned by many in the authorization networks. This product has allowed Newtek to industry – because many felt we were purposely altering our continue to customize this to our system changed that are residuals and merchant hierarchies to benefit ourselves: unique to our company. We currently support 40 independent completely false. I am pleased to no end to begin a new agents as well as an inside sales team., we use the system to relationship with a company (Bankcard Pros) who has a fully enter approximately 250 new merchant applications per functional product.” month.”

– Jarrett, Chief Operating Officer, EVOyes - David Petry, VP National Sales, Newtek Merchant Solutions

“I have known Robert for approximately 10 years and in that “I have retained Robert's services for 14 months now. His time he has ALWAYS demonstrated a tremendous grasp of his leadership, experience, and creative mind has enabled me to Profession. He has a great Work Ethic and Personable take my business to the next level. From the first day, he came demeanor and is a Perfomance-based Professional that will to our offices and analyzed everything we were doing, how we work diligently to get your project completed. I Highly do business, and our relationships with our vendors. He recommend his IT skills.” helped us establish new vendor relationships, get more

accounts approved, and become more profitable in all areas of - Neil Singleton, Managing Partner at RAMSFIRE GLOBAL our business. He redesigned our paperwork and applications, LLC. created new marketing and advertising materials, invented our

hiring, testing, and training program, and provided us with all “I came to know Robert as a referral from another collegue in our web design and creative services. Robert is truly a the ISO industry. My Background as Loan Officer I knew that talented and experienced individual within the electronic the had to be a Bank Card Software out there to make life payment processing industry, and has become a valuable and easier. I was very impressed with Robert and his knowledge of loyal asset to our company.” the Industry. He has taking me and our company by the hand and continues to offer his professional yet gentle advice to take - Anthony Manzilla, Axis Merchant Solutions, LLC.

Bankcard Pros CRMTelemarketing SystemTrack/Manage LeadsCalendar/Scheduling

Account BoardingSupport Tools

CRM SoftwareDevelopment

Custom ProgrammingCustomization Work

PHP/MySQLLinux/Windows Support

Creative DesignLogo Design

4-Color PrintingOffset Printing

Mailing Services

Private-LabeledPayment Gateway

“Become A Reseller”Virtual Terminal

Recurring BillingFraud Suite

Marketing MaterialsSales Collateral

BrochuresProduct Sheets

Sales PresentationsPost Cards

Sales WebsitesLanding Pages

Career WebsitesTraining WebsitesShopping Carts

Blog SitesSupport Forums

BankcardProsCRM

A c c o u n t T r a c k i n gS o f t w a r e

Everything Your Sales Office Needsto Sell Bankcard Products & Services

DBA Business Leads“Doing Business As”

Ficticious NamesTrade Names

14 Million US BusinessesCounty Courthouses

Training SystemsRecruiting/HiringTraining Manual

Career BrochuresTraining Materials

Presentations

Personality TestingNew Hire Qualificaion

“Take the guess-workout of hiring quality

sales people!”

Pre-QualifiedAppt SettingTelemarketing

Email MarketingPerformance-Based

Marketing

Website DesignWebsite HostingShopping Carts

Flash DesignWeb Audio Intros

Web Talking Videos

Referral PartnerProgram

Referral WebsitesMarketing Materials

Display Cases

Now Serving the Bankcard Industry for 11 Years!Your Source for Web Design, Sales Collateral, Marketing,

Advertising, & Sales Hiring/Training Systems

Training Manual • Sales Book • Product Sheets • Flyers • Post Cards

Product and Service Tri-Fold Brochures

Bankcard Equipment and Software Product Sheets

Bankcard Sales and Marketing 6” x 10” Post Cards

Bankcard Industry Sales Presentation Books

Sales & Marketing Materials for the Bankcard Industry

Creative Vision Studio, LLC. started in 1997 in Austin, Texas as a professional web development and creative services company providing sales, marketing, advertising, web, and technology consulting services to small, medium, and large businesses nationwide within the electronic payment processing industry.

Creative Vision Studio is an experienced and well established web design company specializing in website design, creative design, and e-commerce development. We have planned, created and launched hundreds of successful websites since our inception, for many different types of businesses around the globe.

Our mission is to make small businesses look great. We do this by providing small businesses with web development and graphic design services that inspire you and enable you to emotionally connect with their customers.

In 2003, Creative Vision Studio entered in the software programming and development business using its creative vision and talent. Creative Vision studio developed an exciting and high-demand software package called BankcardPros CRM Account Tracking Software, a web-based software solution customized specifically for small-large size sales offices within the electronic payment processing industry.

The immediate success and demand for this product has made this our #1 selling product, where our focus in sales and marketing has shifted to software sales and custom programming and development work for our clients.

creative studiovisiondesign. print. ecommerce. success.

W e b H o s t i n g T e c h n o l o g y

Web Hosting. Web Design. Shopping Carts.

Emails.

CVSGateway

design. copy. print. success.full-service creative firm • 4-color process printing • color copies

digital color printing • website design • ecommerce solutions

“a full service high-quality design, printing, and marketing company”

Creative Vision Studio, LLC. | Bankcard Pros Software Development, LLC.CRM Software Development • Web Design • Hosting • Marketing & Advertising

Office (562) 366-2928 | Fax (562) 366-4772 | www.creativevisionstudio.com | www.bankcardpros.comCreative Design •

Brand Identity • Sales, Marketing, & Advertising SupportTraining Manuals • Sales Presentation Books

Post Cards • Brochures • Product Sheets

Multimedia FlashWeb Intro • Voice Overs

Training Videos

4-Color ProcessPrinting

B&W Copying

Creative Art DirectorDesign Services

Typesetting

Shopping Cartsand Payment

Gateway Software

Website Designand Development

Flash • Ecommerce

Sales Recruiting,Hiring, Testing

Training and Support

creative studiovisiondesign. print. ecommerce. success.