Every deal, in one place
Pipeline, contacts, companies, activity — same database. No more "which spreadsheet has the latest version?"
CRM Module
Stop running your pipeline in spreadsheets and a Slack channel.
Every deal, every contact, every email, every call — in one place. Reps stop owning data on their laptops. You stop asking "what's happening with that £30k Italian deal?" because you can already see it. Plus the depth a real ISO needs: custom fields, lead scoring, an automation engine with safety rails, and the audit trail your compliance team will eventually ask for.
UK Hospitality Pipeline £2.4M
This quarterAll reps
Qualified 4
Brindisi Italian£14k
Café Aria£8k
+ 2 more
Proposal 3
Tre Sorelle£32k
Forno Co.£11k
+ 1 more
e-Sign 2
Gianni's Pizza£26k
La Tavola£18k
Auto-rule fired
Lead → assigned to Sarah · sequence "ISO welcome" started
Rep activity surfaces itself
Every call, email, proposal, sequence reply logs to the activity feed. The "what's happening with X?" call disappears.
Automation does the boring stuff
Auto-assign by territory. Auto-task on stage change. Email sequences that follow up so reps don't have to. Cooldowns and safety rails so it can't spam or loop.
Built for the merchant-services pipeline
Pipelines that match how you actually sell.
Your sales motion is unique. Custom stages, stage-progression rules that match your reality, deal velocity tracking so you know exactly where deals stall.
Custom pipelines
Multiple pipelines. Custom stages. Stage colours. Deal velocity tracking per stage so you spot bottlenecks before they bite.
Stage automations
On stage change: create task, send email, change owner, notify the manager. Set once, runs forever.
Lead scoring
Score by SIC code, deal size, engagement, custom fields. Auto-prioritise the rep's queue so they work the best leads first.
Forecast that's not gut feel
Probability per stage × deal value × close date. Roll up by team, by rep, by pipeline. Variance vs target visible before month-end.
Automation engine
Eight rules that take the boring work off your reps.
WHEN something happens (lead created, stage moved, field changed) IF criteria match THEN actions run — with cooldowns so a flapping field doesn't spam your team.
Auto-assign by territory
New lead → assigned to the right rep based on postcode, SIC, or round-robin. No more "who's taking this one?" Slack threads.
Auto-task on stage change
Deal moves to "Proposal sent" → 48h follow-up task auto-created on the owner. The follow-up doesn't depend on the rep remembering.
Email sequences
Time-based sequences: T+0 welcome → T+3 case study → T+7 nudge → T+14 break-up. Reply pauses the sequence automatically.
Cooldown guards
"Send email" rules respect a per-contact cooldown so volume changes can't spam your prospects.
Circular-trigger guards
A → B → A loops are blocked at depth 5. Audit log records the prevented chain.
Activity feed for managers
Every rule fire, every action logged. Managers see what's happening across the team without micromanaging.
Depth where it counts
Custom fields, mentions, saved filters — and the compliance bits when you need them.
Most CRMs are a layer of customisation tax on top of a tool that doesn't understand merchant services. This one starts from your reality.
Custom fields
String, number, date, dropdown, multi-select. Apply per pipeline. Visible in filters, exports, and automations.
Mentions + activity feed
@-mention a teammate. Notification, in-app + email. Conversation lives on the deal, not in Slack.
Saved filters
Slice the pipeline by any combination of fields. Save to a personal or team list. Schedulable digests.
Tags + collections
Tag deals, contacts, companies. Build dynamic lists. Use in automations.
iCal feed
Subscribe in Outlook, Apple Calendar, or Google. Tasks and follow-ups sync as events.
Audit + GDPR built in
Field-level audit log, one-click data export and erasure per contact. Compliance team will love it. Full picture at /platform/security.
Compliance detailsMove your pipeline in a weekend.
Migration wizards from Salesforce and Insightly preserve every field, deal, contact, and attachment. Two-way sync available so you can run in parallel before cutting over.