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Confirm deal type and review profit margins before generating the offer
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Create a new merchant to get started
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Ask a question in plain English about payment solutions. Our AI will analyze the database and find the best matching solutions for your needs.
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Generate branded payment solution offers from natural language
Tell the wizard what offer you'd like to generate. It will ask follow-up questions until you're happy with all the parameters.
Add your markup on top of the base rates. Final rates shown to the client will include both base + markup.
| Name | Role | Status | Actions |
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Update merchant details in HubSpot CRM
Set up a new merchant account in the CRM
Add one or more domains with their associated industry
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Select all that apply
For your internal reference. Saved as notes on the merchant record.
Add the main point of contact for this merchant. This will create a contact in HubSpot and link it to the company.
Review the details below before proceeding to solution matching.
Based on your requirements, here are the matching solutions. Select one or more to create deals.