CRM
Leads, companies, deals, tasks and cases in one pipeline built around ISO deal flow — with automation, sales leaderboards and reporting.
Tell us which workflows you want to fix first and we will shape the walkthrough around those modules. Thirty minutes, no obligation.
We will be in touch within one working day to arrange a time that suits you.
Most of what’s on this page already runs in production with our founding partners; the rest is in active build. Each module reaches new workspaces once it clears general release — this is the honest queue, not a wish list.
No dates promised. When a module clears general release it leaves this page — the list below is generated from the same switches that gate the product.
Leads, companies, deals, tasks and cases in one pipeline built around ISO deal flow — with automation, sales leaderboards and reporting.
Outbound campaigns sent from your own branded domain, with opens, clicks and replies tracked back to the deal.
Sourced UK merchant leads — found, enriched and delivered into your workspace ready to quote.
Move in from Salesforce or Insightly with a guided import — and keep a two-way sync running while your team transitions.
The automated quote engine embedded on your own or a partner’s website — a merchant uploads a statement there and the quote lands in your queue.
Co-branded upload pages for your referral partners — accountants, banks, associations — feeding statements straight into your pipeline.
A catalogue of partner services you can offer merchants alongside payments, handled end to end inside the platform.
Present proposals live in a guided co-viewing session — the merchant follows along in their own browser while you walk them through it.
Tell us which module matters to your team — we’ll walk you through where it stands and what early access looks like.