Merchant sales
See who owns the lead and what happens next.
Track each merchant from enquiry through qualification and proposal. Reps see their next actions; managers can review deal stages, expected value and where progress has stopped.
What it handles
Manage leads, contacts, opportunities, tasks, custom stages and ownership from one payments-specific sales workspace.
Sales capability
What CRM & pipelines covers
Manage leads, contacts, opportunities, tasks, custom stages and ownership from one payments-specific sales workspace.
01
Configurable stages and qualification gates
02
Lead, contact and opportunity records in one view
03
Tasks, ownership, reminders and SLA tracking
04
Weighted deal value, expected close date and forecast figures
Workflow notes
CRM & pipelines in practice
An enquiry, a qualified lead and a proposal awaiting signature need different follow-up. Your pipeline should show the difference and keep the earlier merchant conversations available to the rep.
What to prepare
Bring your current stages, ownership rules, qualification fields and a small anonymised set of open opportunities. Include deals that have stalled, not just the ones progressing normally.
Review the workflow
- Agree the information needed to move between stages, including merchant requirements and the next action.
- Review how a handover from a salesperson to onboarding keeps the agreed pricing and requirements with the merchant.
- Check an ageing view with a manager: each stalled deal should have an owner and a decision about what happens next.
A handover with an unresolved requirement
Onboarding should be able to pick up a sale without asking the merchant to repeat it. In this example, the merchant accepts the pricing but still has a question about terminals. The handover includes the agreed terms, the unanswered question and the person responsible. Onboarding can resolve the detail without reopening the proposal.
Does a merchant-services CRM replace the acquirer’s application process?
The sales record and the acquirer application serve different purposes. Map the information passed between them and confirm each acquirer’s requirements during implementation; a deal marked won does not by itself mean a merchant is approved or live.
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.
Before you set it up
Agree what a rep must know before moving a deal to the next stage, and who takes over when the merchant accepts.
Continue through Sales
Related capabilities
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.