# Payzli Connect > Payment processing CRM for sales professionals, managing leads, onboarding, and accounts. (iPhone/iPad app by United Payment Systems LLC.) - Source: https://appshunter.io/ios/app/payzli-connect/id6535688501 (this page in markdown: same URL + `.md`) - Developer: [United Payment Systems LLC](https://appshunter.io/developer/1606406936) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 13.0 · 85 MB - Languages: American English - Released: 2024-09-09 - Data updated: 2026-08-12 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/payzli-connect/id6535688501/reviews.md ## What is Payzli Connect? 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. Live Account Updates Stay informed on-the-go with real-time notifications, application status, and account updates. Merchant Support 360 Enjoy robust omni-channel support through SMS and email, keeping you connected with the Payzli team and your merchants in real time. Direct Communication Open merchant support cases for various needs, from account updates to transaction research, with a direct line of communication to our support staff. Stay informed while on the go. From onboarding to ongoing success, Payzli Connect is your one-stop shop for a smoother, smarter payment processing experience. ## Key features - Lead generation and management - Streamlined online applications - Effortless digital onboarding - Live account status updates - Omni-channel merchant support - Direct communication with support ## Frequently asked questions about Payzli Connect ### What is Payzli Connect? Payzli Connect is a comprehensive platform designed for payment professionals to manage sales, account onboarding, and risk. It covers the full spectrum of the payment lifecycle, from lead generation to ongoing account support. ### How does Payzli Connect handle applications? You can easily send digital applications for merchant signatures or upload physically signed applications. The platform offers live tracking of application status throughout the underwriting process. ### Can I manage merchant leads with Payzli Connect? Yes, Payzli Connect provides an intuitive interface for managing merchant leads and tracking their progress. This helps accelerate the time to market for new merchants and reduces administrative burdens. ### What kind of support does Payzli Connect offer for merchants? It offers robust omni-channel support via SMS and email, allowing direct communication for various needs like account updates or transaction research. This keeps you connected with your merchants and the Payzli team in real time. ### Is Payzli Connect secure? Yes, Payzli Connect emphasizes security with cutting-edge encryption to ensure seamless and secure payment processing. It is designed to set a new standard for streamlined and protected transactions. ### What devices is Payzli Connect available on? Payzli Connect is available on iOS devices, including iPhone and iPad. It is designed to support users on the go. ### How often is Payzli Connect updated? The latest version of Payzli Connect is 2.2.0, which was last updated on December 23, 2025. Updates are released to improve functionality and security. ### Does Payzli Connect have ads? No, Payzli Connect is ad-free. Users can enjoy a streamlined experience without interruptions from advertisements. ## Version history (last 5 releases) ### 2.6.0 — 2026-08-06 Dashboards, rebuilt for mobile. - Merchant and Partner home screens now lead with your key numbers and recent activity instead of burying them in menus. - Filters and search let you get to the account you need without scrolling the full list. - Faster, clearer case triage for our support and review teams, so things move quicker on your end too. - Performance and stability improvements throughout. Feedback? Contact Payzli support from inside the app. ### 2.5.0 — 2026-07-10 Equipment We've rolled out new equipment features to help streamline your operations: What's New: Equipment can now be easily set up within app templates. Admins now have dedicated tools to manage equipment. General Enhancements: Residuals functionality is now fully supported in the system, streamlining access. ### 2.2.0 — 2025-12-23 Underwriting Manage your complete underwriting workflow from anywhere with full mobile access. Review applications, enter critical information, and process approvals directly from your device. All underwriting capabilities are now available at your fingertips, empowering you to make informed decisions on the go. Residual Hierarchy We're excited to announce that complete residual hierarchy functionality is now available in the mobile app. You can now: · Create new residual hierarchies with ease. · View existing hierarchies on the go. · Maintain and update your hierarchies anytime, anywhere. All the residual hierarchy features you rely on are now accessible directly from your mobile device, giving you full control wherever you work. --- Enhancements User Profile We've redesigned the user profile section to deliver a more intuitive and feature-rich experience. · What's New: o Streamlined Interface – A cleaner, more intuitive design for effortless navigation. o Enhanced Profile Management – Update and maintain your profile information with improved functionality. o Secure Password Management – Change your password directly from your profile with enhanced security measures. General Enhancements: · Residual History can now be viewed on Mobile apps easily. --- ### 2.1.0 — 2025-10-10 What’s New (v2.1.0) Experience a faster, smarter app! • New: Risk module — access all your Risk data on the go. • Improved: User Management, Support, and Statements screens with cleaner UI and smoother workflows. • Plus: Multi-file downloads, enhanced crash tracking, and a refined pricing table for a seamless experience. ### 2.0.0 — 2025-05-16 What's New: 1. Adds push notifications. 2. Adds notification bell icon, notifications page and notification settings page. 3. Adds TrueUp Date picker in Residuals Filters. 4. Adds new Login UI 5. Adjusted height for Table Rows 6. Adds new Sales Partner Dropdown for better selection of sales partner in hierarchy view. ## Apps similar to Payzli Connect | App | Rating | Price | Category | | --- | --- | --- | --- | | [Global One Bank Mobile](https://appshunter.io/ios/app/global-one-bank-mobile/id1665983267) | — | Free | Finance | | [PayBora](https://appshunter.io/ios/app/paybora/id6482574467) | — | Free | Finance | | [CornerStone Bank (VA) Business](https://appshunter.io/ios/app/cornerstone-bank-va-business/id1069450254) | 5.0 (1) | Free | Finance | | [Relam Pay](https://appshunter.io/ios/app/relam-pay/id6444833583) | — | Free | Finance | | [Marstone Wealth](https://appshunter.io/ios/app/marstone-wealth/id6738391968) | — | Free | Finance | | [LubyPay](https://appshunter.io/ios/app/lubypay/id6499191671) | 5.0 (1) | Free | Finance | ## More apps by United Payment Systems LLC - [Payzli POS: Next-Gen Payments](https://appshunter.io/ios/app/payzli-pos-next-gen-payments/id1665582339) - [Payzli Ink](https://appshunter.io/ios/app/payzli-ink/id6741113920) All apps by United Payment Systems LLC: https://appshunter.io/developer/1606406936 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-12.*