My Deals
My Leads
Every card you've scanned or added.
All Deals
Every deal logged by every salesperson.
Account Settings
Your details, your plan and your company.
Name
Phone number
Used as your contact number in emails sent to your own leads.
How do your clients know you?
This is the name used in emails sent to your leads — it doesn't need to be your full name.
You'll need to confirm this from your new inbox before it takes effect.
Password
New leads start as
Every new lead you add is Cold or Warm to begin with, depending on this switch. You can change any single lead. Leads the owner sends to you are always Warm.
Bottom bar shortcuts
Choose up to 5 pages for the quick bar at the bottom of the screen.
Manage Users
Add staff, and see who's accepted their invite.
Earnings
What the providers have paid on your deals, and your share.
Support
Answers to the questions we hear most. Can't find yours? Get in touch at the bottom of the page.
Statement Checker
Upload a merchant's card statement to see their current blended rate — and, below, your suggested minimum quote.
Tap to upload a statement PDF
Nothing is stored — the file only exists for this one check
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This is the number that's presented — editing it updates everything below immediately, so what you show a client always matches what you actually quoted.
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| Category | Volume | Fee | Rate |
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| Charge | Qty | Each | Total |
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Contacts
Your contacts come from your own leads and deals, and only you see them. Admins can look at a partner's contacts too. Anything synced in from Google Contacts is admin-only.
Funding
Business cash advances. Private: only you can see this page.
Prospects
Businesses to call. Book a time on a call and they move to Leads as warm.
Enquiries
Calls to your business number, voicemails and website forms.
Referrals
Submitted by clients — work them, then move them to Deals once they're ready.
Your referral link
Share this with clients — anything submitted through it is credited to you.
Calendar
Click any free half-hour to book a new lead or meeting straight into that slot.
Today's bookings
Journey
Your appointments for a day as a route, or a route of new businesses to go and see.
Communication
Every email the system sends, in one place — switch them on or off, change the timing, and edit the wording.