For ISOs and agents
Built for the floor, not for a demo.
Most payments sales tools were built to be shown to an ISO owner. This was built for the rep who has a statement, forty minutes, and a merchant who has heard the pitch before.
1:1
Seat per rep
3
Proposal tiers
100%
Catalogs isolated
The rep sees the recommended play and the objection handling before the merchant is on the phone.
Pre-call briefTiered proposalClean merchant view
Who it's for
CAPABILITY 01
ISOs and offices with reps on the floor
A seat per rep plus managers who need the internal proposal view.
CAPABILITY 02
Agents running their own book
The re-run function matters most here — the accounts you already have are usually where the next deal is.
CAPABILITY 03
Anyone selling against an incumbent
The brief is built around the comparison, not your product sheet.
What changes for the rep
01
They stop guessing the setup
The recommendation is already matched to the merchant and the catalog.
02
They walk in with the number identified
The opportunity is visible before the merchant is on the phone.
03
They stop building proposals by hand
The brief and both proposal views are assembled from the same analysis.
What changes for you
01
Your catalog stays yours
Each catalog is fully isolated.
02
Gaps become visible
Gap reporting shows when a merchant lands in a vertical your lineup doesn't cover, with partner-product referral available as a separate line.
03
Product fit stays current
A human-signed-off product-fit matrix re-runs every affected vertical when the catalog changes.