Leads
An agent captures the merchant on the call. It goes up for review, a manager approves or sends it back with a reason, and nobody has to ask where it got to.
Your workspace is
Every merchant, from the first phone call to the signed contract — leads, vendors, quotations and contracts, kept in one place for every role on the team.
What's inside
No spreadsheets passed around, no lead sitting in somebody's inbox. One record travels the whole way and everyone sees the part that belongs to them.
An agent captures the merchant on the call. It goes up for review, a manager approves or sends it back with a reason, and nobody has to ask where it got to.
Every POS supplier with its own contacts, documents and history — so when a price is needed, you already know exactly who to ask.
One request, many vendors — each one emailed separately and tracked on its own row. Who answered, what they quoted, and where it landed.
A seven-day clock starts the moment a contract is created, and everyone who needs to know is told — every day — until it is signed.
How it works
The agent fills in the merchant questionnaire while still on the phone. It saves as pending, and the manager and admins are notified the moment it lands.
Once approved, the same answers go out to as many vendors as you like — one email each, replies recorded against the vendor that sent them.
Pitch it, pick the vendor that accepted, and the contract writes itself a deadline. The countdown does the chasing so you don't have to.
Ready when you are
Let's get to work
Pick your role, sign in, and pick up exactly where the team left off.
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