A merchant services CRM that works as hard as you do
Aurora’s RiseCRM is a secure, cloud-based CRM purpose-built for merchant services. From onboarding and support to reporting and API integrations, it streamlines your client lifecycle and powers scalable, service-driven growth.
The one CRM platform
for merchant services
From intake to support, RiseCRM gives you the automation, visibility, and integration you need to onboard faster, serve better, and grow smarter. It’s the only CRM built to support Aurora’s payment ecosystem and modern Main Street commerce.
- Flexible Onboarding
- Support Workflow
- Real Time Reporting
- Seamless Integration
Fast, flexible onboarding for merchants
Activate qualified merchants same-day with automated underwriting and onboarding tools. Rise helps you move fast, minimize manual tasks, and focus on what matters: growing your portfolio.
Merchant support that scales with you
With everything accessible through a single login, RiseCRM simplifies how your team handles service and support.
Insightful reporting and analysis
Aurora business partners benefit from comprehensive access to processing-related reports, generated residual revenue, and cost analyses. These insights facilitate informed decision-making, driving the growth and success of your business.
Built-in CRM integrations, continuous innovation
RiseCRM connects directly with our ARISE payment platform and supports RESTful APIs for seamless coordination across ISVs, ISOs, and internal teams. With continuous updates, you’re always ahead.
Support that powers main street merchant services
Questions can come up at any stage, whether you’re onboarding new merchants, running reports, or managing support workflows. Our U.S.-based team is available to help you get the most out of RiseCRM. From setup to advanced integration, we’re here to keep your operations smooth and your team supported every step of the way.
Cloud-based payments CRM for every industry
RiseCRM is designed to meet the unique needs of ISOs, ISVs, small businesses, and industry-specific service providers. From onboarding to support and reporting, our CRM helps you work smarter, grow faster, and deliver more value to your merchants.
- ISOs
- ISVs
- Associations
- Referral Partners
- Franchises
Independent sales organizations (ISOs)
Manage and grow your merchant portfolio with greater efficiency. RiseCRM simplifies underwriting, Zendesk, and residual reporting so your team can focus on scale, service, and compliance.
ISVs and software vendors
Make onboarding and payments a seamless part of your platform. With integrated APIs and merchant lifecycle tools, RiseCRM helps you drive adoption and improve retention.
Associations and affinity partners
Give your members added value through reliable payment tools, onboarding support, and real-time reporting. RiseCRM helps associations create co-branded portals, track engagement, and provide ongoing support without adding operational burden.
Referral partners
View residuals all in one place. RiseCRM makes it simple for referral partners to manage opportunities, stay informed, and get credit for every conversion.
Franchise networks
Support every location with consistent tools and workflows. RiseCRM helps franchise systems manage onboarding, monitor activity, and centralize support across multiple locations. As your network grows, the platform scales with you.
Merchant CRM FAQs
Q: What is a merchant services CRM and how does it help?
A merchant services CRM helps you manage the full merchant lifecycle — from onboarding through support. RiseCRM also automates approvals, monitors residuals, and streamlines ticket-based service, bringing everything into one platform for better visibility and control.
Q: Is RiseCRM secure and compliant for CRM payment processing?
Yes. RiseCRM is built with PCI-compliant data handling, tokenization, and secure user permissions. It supports payment workflows while protecting sensitive merchant and transaction data.
Q: Can RiseCRM be customized for ISOs, ISVs, or other business models?
Absolutely. RiseCRM is built to support ISO portfolios, ISV platforms, franchises, and partner networks. Tell us your needs and we can work together to solve your unique business model.
Q: How does RiseCRM calculate and track residuals for partners?
Customized residual formulas, split percentages, and tiered pricing rules are configured once at the partner or merchant level as part of onboarding. Each month, RiseCRM auto-reconciles processor statements, applies splits, and generates statements that our partners can view inside their portal.
Q: Do I need special hardware or software to use your merchant CRM?
No. RiseCRM is fully cloud-based and works in any modern web browser, so your team can log in from most devices without installing local software.
Trusted by every store on main street.
“Partnering up with them is extremely comfortable and if you’re look looking for a long-term relationship that’s what you want in your partner.”
-Rainier Cendaña, President & CEO,
Vitreous Alliance
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The only merchant services CRM built for main street
RiseCRM gives you the tools to manage merchant relationships, streamline onboarding, and simplify support, all without adding extra complexity. It’s everything you need to grow smarter and serve your merchants better, in one platform.