Find the right merchant
Companies House harvest matched to your niche presets — surfaced into the CRM with director, SIC and contact pre-enriched.
How it all connects
Your business is a loop, not a feature list.
A real merchant moves from Companies House discovery to first commission run across nine modules — and nobody re-keys anything in between. This is what an operating platform actually means.
1Discover
2Win
3Board
4Earn
5Grow
10:14Lead surfaced from Companies Housediscover
10:18Auto-assigned to Sarah · welcome sequence starteddiscover
11:42Statement uploaded · OCR extracted £58k revenuewin
14:05Proposal sent · BoldSign deliveredwin
16:21e-signed · Boarding application opened (Elavon)board
Quote in 3 minutes
Statement OCR, multi-provider pricing, BoldSign e-sign — without leaving the deal record.
Application to live
Boarding workflow into Elavon, Worldpay or AIB. Status webhooks update the CRM activity timeline automatically.
Commission and beyond
Boarded MIDs flow into commission runs, payaway statements, FPU pool valuation — and the agent leaderboard.
Sample journey
A real merchant, end to end.
Six steps. Nine modules. Zero re-keys. The handoff between each step is automation, not a meeting.
Step 1
Intelligence finds them
An Italian restaurant matching your "hospitality > Italian > 5-staff" preset surfaces in your prospect inbox.
Step 2
CRM auto-creates the lead
Auto-assignment routes to Sarah by territory. A "first contact" task is generated. Email sequence #3 starts.
Step 3
Broker quotes from a statement
Sarah uploads the merchant statement. OCR extracts revenue and fees. Multi-provider pricing renders the proposal.
Step 4
BoldSign closes the loop
Proposal sent and e-signed. Stage auto-progresses. Boarding application opens against the chosen acquirer.
Step 5
Boarding webhooks fire back
Elavon/Worldpay/AIB push status updates. CRM activity timeline records every event. Onboarding workspace tracks docs.
Step 6
Commission picks up the MID
On the next monthly run, the new MID is included. Agent leaderboard updates. PCI referral programme starts.
Cross-module flows
Five flows that run themselves.
These are the automated chains that mean your team never has to "check if the other side did it." They just do.
Discover → Win → Board
Lead Gen → CRM → Broker → e-sign → Boarding application → Webhook back into CRM → Live merchant. Single record, whole journey.
CRM automation loop
Lead intake → auto-assign → auto-task → email sequence → stage progression → forecast. The engine runs in the background.
Commission lifecycle
Boarded merchant → MID → Commission run → Payaway statement → FPU pool valuation. Monthly readiness, automated.
Migrate-in flow
Salesforce/Insightly export → migration wizard → deduplication → live in CRM. Two-way sync optional.
Knowledge → answer loop
Doc uploaded → embeddings generated → ISO asks question → answered with confidence score → low-confidence flagged for admin review.
Manager visibility loop
Every action logs to the activity feed → leaderboard updates → cohort analysis refreshes → coaching notes attached to records.
Stop describing the loop. Run it.
A 30-day trial is enough time to take a real merchant from Companies House to a signed proposal — and let your team feel the difference.