Lead Management and Marketing Automation

Use SMS to turn prospects into customers quickly

Report on unlimited lead fields and customize views by user

Pre-populate merchant agreements with information from your leads

Automatically notify your team as deals move through the sales cycle


Electronic Signature

E-sign new accounts from anywhere in the world

Increase agent productivity and shorten sales cycles

Eliminate the frustration and delays caused by incomplete applications

Stop double data entry and streamline your merchant boarding process


Visitor Tracking

Reach out to your prospects with a perfectly timed call or email

Track & see what your prospects are clicking on and what they are interested in so that you can target them effectively

Improve your lead quality and close more deals


Sales Metrics

Track sales related activities like new accounts, notes added, emails sent, and more

Make informed decisions based on actionable data

Drive a competitive sales environment that is easy to manage

Easily identify your most active sales representatives


Appointment Board

Weekly productivity dashboard by user or user class

See set, seen, confirmed, and rescheduled appointments

Listen to the recordings of any appointment made when the built-in dialer is enabled

Link directly to your most important leads with a single click

