CRM module

Merchant-native pipeline

Manage lead intake, rep ownership, processor fit, documents, underwriting state, and activation handoff from one operating queue.

Filtered pipeline$964,0007 active records
High-intent leads4Score 80 or higher
Docs blocked4Missing packet items
At-risk merchants1Needs rep follow-up
pipeline

Pipeline board

7 records

New Lead

$0
0
No records

Contacted

$0
0
No records

Qualified

$210,000
1
$210k/moCashless ATMAndre
QualifiedScore 88

Application Started

$142,000
1
$142k/moPIN debitLeo
Pricing reviewScore 73

Documents Pending

$180,000
1
$180k/moCashless ATMAndre
Needs docsScore 91

Submitted

$64,000
1
$64k/moPOSMaya
SubmittedScore 82

Underwriting

$96,000
1
$96k/moPIN debitNina
KYC reviewScore 76

Approved

$0
0
No records

Equipment Ordered

$118,000
1
$118k/moPIN debitLeo
Shipment pendingScore 84

Activated

$154,000
1
$154k/moCashless ATMMaya
At riskScore 69

Live Processing

$0
0
No records

Residual Stage

$0
0
No records