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Offer Validation
Confirm deal type and review profit margins before generating the offer
Solutions Explorer
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SOLUTIONS EXPLORER
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Solutions Explorer
Dashboard
Solutions
Client Onboarding
Active Merchants
Partners
AI Search
Offer Wizard
Proposal Management
User Management
Operations command center
Focus the day around clients that need movement.
A single view for assigned merchants, active clients, onboarding status, deal progress, proposal movement, and CRM quality checks.
Portfolio Health
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—healthy
Active
With deal
No deal
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Dashboard data is filtered server-side.
Assigned / Visible Clients
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Based on current access rules
Active Clients
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Same source as Active Merchants
Onboarding
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Client onboarding tab
No Deal
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Needs deal creation
Generated By App
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Selected period
Assigned In Period
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Selected period
Client Book
Loaded from onboarding and active merchant data
Client
Client Status
Deal Status
Progress
Next Action
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Deal Progress
HubSpot stage based
Recent App Activity
Audit log
Total Solutions
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Providers
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Countries
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Currencies
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Onboarding Clients
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With Deals
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No Deals Yet
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Pending Review
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No onboarding clients found
Create a new merchant to get started
Total Partners
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Integrated
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Agreement Signed
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Pending Setup
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No partners found
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Active Merchants
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Total Deals Won
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Connected Solutions
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Industries
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No merchants found
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AI-Powered Solution Search
Ask a question in plain English about payment solutions. Our AI will analyze the database and find the best matching solutions for your needs.
Analyzing solutions database...
No matching solutions found. Try rephrasing your question.
Offer Wizard
Generate branded payment solution offers from natural language
1 Describe
2 Configure
3 Preview & Send
Sent Offers
Proposal Type
Merchant-linked proposals are tied to Client Onboarding or Active Merchant records visible in the app.
Chat with the Offer Wizard
Tell the wizard what offer you'd like to generate. It will ask follow-up questions until you're happy with all the parameters.
Solutions in this offer
Selected Solution
Markup Configuration
Add your markup on top of the base rates. Final rates shown to the client will include both base + markup. Currency selection controls fixed-fee display only; percentages are unchanged.
Client & Offer Details
Sent Offers
Offer operations
Proposal Management
Track merchant-linked and indicative proposals, client responses, expiry risk, and follow-up ownership.
Active
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Accepted
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Expiring Soon
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Expired
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Proposal Book
App-created proposals visible to the current user.
User Management
Name
Email
Role
Status
Actions
Activity Log
When
User
Action
Target
Details
Open Admin to load recent activity.
HubSpot Diagnostics
Edit Merchant
Update merchant details in HubSpot CRM
✓ Gaming
✓ Forex
✓ Prop Trading
✓ Sweepstakes
✓ Adult
✓ Healthcare
✓ Payment Services
Create New Merchant
Set up a new merchant account in the CRM
1
Company
2
Business
3
Contact
4
Review
5
Solutions
Company Details
Add one or more domains with their associated industry
Business Information
Add the deal requirements below. The existing HubSpot company will not be recreated; these details are used to match solutions and create new deals only.
Select all that apply — this will be saved to the merchant company in HubSpot
✓ Gaming
✓ Forex
✓ Prop Trading
✓ Sweepstakes
✓ Adult
✓ Healthcare
✓ Payment Services
Select all that apply
This is the single value saved to HubSpot. Use the optional per-country detail below for reference.
Select target markets — each opens a volume input. This is saved on the merchant company in HubSpot.
Primary Contact
Add the main point of contact for this merchant. This will create a contact in HubSpot and link it to the company.
Review Details
Review the details below before proceeding to solution matching.
Recommended Solutions
Based on your requirements, here are the matching solutions. Select one or more to create deals.
Search all loaded solutions if the recommended match does not include the solution you need.
