CRM Account Types

Overview: 

Account Types (Merchant, CRM-Only, Partner) define the different user roles within the system and determine their access, features, and payment capabilities. A Merchant account is for users who have a merchant account with Deposyt and use the CRM for payment processing and business management. A CRM-Only account is for users who access the CRM without a Deposyt merchant account, either with no payment processing or using a third-party provider. A Partner account is designed for referral partners or affiliates who do not pay for the CRM but manage or refer clients under a paying account

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What Are Account Types in Deposyt?

Deposyt offers different account types to match how you plan to use the platform:

• Merchant Account → Accept payments + use a full CRM
• CRM-Only Account → Use CRM without payment processing
• Partner Account → Refer clients and earn commissions

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Choosing the right account type is important because it determines:

• How do you make money with Deposyt
• What features can you access
• How your business is structured inside the platform

1. Merchant Account (Full Access)

A Merchant Account allows you to accept payments while using the full Deposyt CRM system.

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What You Get

• Payment processing (card, ACH, terminals)
• Invoices, subscriptions, and payments
• CRM (contacts, pipelines, automations)
• Reporting and analytics
• Automations and triggers
• Partner and affiliate tracking

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Best For

• Business owners selling products or services
• Agencies, coaches, consultants
• Companies needing a full CRM + billing system
• Anyone who wants an all-in-one solution

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Why Most Users Choose This

This is the core Deposyt experience.

You can:

• Sell
• Collect payments
• Automate workflows
• Track revenue

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All in one place.

2. CRM-Only Account

A CRM-Only account gives you access to all CRM features without payment processing.

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What You Get

• Contacts and pipelines
• Automations and triggers
• Messaging (SMS/email)
• Tasks, notes, and tracking
• Reporting (non-payment focused)

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What You Don’t Get

• Payment processing
• Invoices or subscriptions tied to Deposyt payments

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Best For

• Businesses using external payment systems
• Teams focused on sales and operations
• Companies are not ready to switch payment providers

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When to Upgrade

If you want:

• Integrated payments
• Automated billing
• Revenue tracking

You should upgrade to a Merchant Account.

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3. Partner Account

A Partner Account allows you to refer businesses to Deposyt and earn commissions.

What You Get

• Unique referral links
• Partner dashboard
• Commission tracking
• Access to referral tools
• Ability to build a network of affiliates

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How It Works

1. You refer a business
2. They sign up through your link
3. They use Deposyt
4. You earn recurring commissions

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Best For

• Agencies
• Influencers
• Sales teams
• Existing users referring clients

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Deposyt Advantage

Unlike most platforms, Deposyt allows you to:

• Be a user and a partner at the same time
• Earn revenue from your own usage + referrals
• Track commissions inside the same system

This creates multiple revenue streams inside one platform.

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How to Choose the Right Account Type

Choose Merchant Account if:

• You want to accept payments
• You want full automation and billing
• You want an all-in-one system

Choose CRM-Only if:

• You already use another processor
• You only need CRM features
• You are testing the platform

Choose Partner Account if:

• You want to earn commissions
• You refer businesses regularly
• You want an additional income stream

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High-Impact Strategy

Combine Merchant + Partner

Most successful users:

• Use Deposyt for their own business
• Refer others
• Earn commissions

This creates:

Revenue from your business + revenue from your network

Pro Strategy: Turn Every Customer Into a Partner

With Deposyt, you can:

• Give customers referral links
• Let them share your services
• Pay them commissions

This turns your customer base into a growth engine.

Advanced Strategy

Use account types strategically:

• Start CRM-only → learn system
• Upgrade to Merchant → accept payments
• Activate Partner → earn additional revenue

This creates a layered growth strategy.

Common Mistakes to Avoid

• Staying on CRM-only when you need payments
• Not activating partner opportunities
• Not leveraging multiple revenue streams
• Not upgrading when ready

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Summary

Deposyt account types allow you to choose how you want to use the platform:

• Merchant → full business system
• CRM-only → operations without payments
• Partner → referral-based income

When used correctly, they allow you to:

• Run your business
• Automate your operations
• Create additional revenue streams

Next Steps

To get started, continue with:

• Creating Your Deposyt Account
• Navigating the Deposyt Dashboard
• Connecting Your First Payment Method

These will help you set up and begin using Deposyt effectively.