Platform / 01
Sales
Merchant sales
Keep the sale moving, from first enquiry to signed agreement.
See who owns each lead, what the merchant needs and what happens next. Sales conversations, tasks, pricing and proposals sit together, so reps can follow up and managers can spot deals that have stalled.
01
Follow up with a clear next action
02
Qualify leads against your own sales stages
03
Review pipeline, forecasts and rep activity
Capabilities
Everything your team needs to work the sale.
Capture the enquiry, assign the rep, follow up and send the proposal. Use the same sales record to review progress and plan what is likely to close.
01
CRM & pipelines
Manage leads, contacts, opportunities, tasks, custom stages and ownership from one payments-specific sales workspace.
02
Sales engagement
Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
03
Proposals & e-sign
Build proposals from analysed pricing, send agreements for signature and track customer acceptance.
04
Sales intelligence
Use statement analysis, lead scoring, attribution and merchant history to decide which opportunities to pursue.
05
Forecasting & performance
Monitor weighted pipeline, conversion, activity, targets and likely outcomes across teams and territories.
06
Lead capture
Bring forms, booking pages, trigger links and inbound lead sources directly into the sales process.
Keep the next team in the loop
When a proposal is accepted, onboarding needs the agreed pricing, merchant requirements and any unanswered questions. Bring an example to your demo and check who takes responsibility for the next step.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Statement auditing — Extract rates, fees, volumes and anomalies from processing statements for commercial and risk review.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Show us how your team sells.
Bring your sales stages and a typical merchant enquiry. We will show how to handle the lead, follow up, prepare a proposal and pass the agreed deal to onboarding.