Jian Merchant Payment

Project name
Jian Merchant Payment
Industry
Financial Technology
Project Type
CRM
Accessibility
Closed Source
APIs
No
View Demo

Jian Merchant Payment

Jian Merchant Payment is a comprehensive merchant management and payment tracking platform designed to streamline leads, pipelines, and user management while ensuring accurate financial reporting. The system provides a structured interface with role-based access to manage merchants, employees, and transactions efficiently.
The Leads module allows creation, intake, and pipeline tracking of potential merchants, ensuring organized follow-ups and progress monitoring.
The Merchants module stores detailed business information, manages merchant categories, and supports automated matching between merchants and agents for streamlined operations.
The Pipelines module tracks lead and ticket statuses across different stages, enabling sales agents and managers to monitor progress, assign tasks, and capture internal updates.
The Users module implements role-based access, employee management, and permission-based feature control, ensuring secure and organized usage across all platform levels.
The Merchant Categories module maintains structured classification of merchants, aiding in reporting, filtering, and workflow assignments.
The Residual Report module provides insights into revenue share calculations and agent residuals, supporting transparency and accurate financial tracking.
In summary, Jian Merchant Payment combines lead management, merchant tracking, role-based control, and residual reporting into a single platform, offering a reliable and efficient solution for managing merchant operations and payments.

Credentials:
Email: admin@portal.com
Password: 123


Credentials:
Email: admin@portal.com
Password: 123

Screenshots

Modules Description

Leads Management

Enables creation, intake, and pipeline tracking of potential merchants to ensure organized follow-ups and progress monitoring.

Merchant Management

Stores detailed business information, manages merchant categories, and supports automated matching between merchants and agents.

Pipeline Tracking

Monitors lead and ticket statuses across various stages, allowing sales agents and managers to assign tasks and capture internal updates.

Role-Based User Access

Implements permission-based controls and employee management for secure and organized platform usage.

Merchant Categories

Maintains structured classification of merchants to assist in reporting, filtering, and workflow assignments.

Residual Reporting

Provides detailed insights into revenue share calculations and agent residuals, supporting accurate financial tracking and transparency.

Workflow

Interested in having your project built by us? Here is the workflow we usually follow.

Discuss requirements

Once you have a rough sketch of your project requirements in your mind, our team will have a meeting with you to discuss your project requirements in detail.

Sprint Plan

After the requirements are discussed, we will draft a sprint plan which will have all the features planned out for each sprint, along will the approximate budget required for the project.

Project Start

We are ready to start on the project now! During the project development, we will be working alongside with you and providing you regular updates so that your project is built to your needs.

Testing

Once the project is built, our team will perform rigorous testing on the system for any bugs.

Project Completion

Now that the project is complete, we are ready to proceed to the next and final step.

Deployment

For the final step, the project will be deployed to the live server so that you and your customers can starting using your newly built solution

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