CRM, sequences & contact center

Keep every conversation and follow-up in one place, attached to the merchant and deal it belongs to.

Contact center

Log calls, texts, and emails as communications against a merchant or deal. With Twilio and email integrations enabled, inbound and outbound messages flow into a single, unified timeline so anyone picking up the relationship has the full history.

Sequences

Enroll a lead or merchant in an automated outreach sequence - a series of timed steps (email, SMS, or a task for a rep). Steps fire on schedule until the contact replies or the sequence completes, so follow-ups never slip.

Appointments

Schedule appointments with merchants and reps. Appointments live alongside the communications timeline and can drive reminders.

Leads

Leads carry an owner and a next-action date, and convert into a deal on approval. Combine sequences with the lead's next-action date to build a simple, reliable sales cadence.

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