Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
Manage leads and transactions with integrated tools. Access marketing resources and brand assets. Track performance metrics and analytics. Connect with partner services. Maintain a centralized pipeline and professional development content.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Plan and assign map-based territories. Track door knocks and manage leads in real time. Schedule appointments and receive updates. Log interactions and analyze results. Share data across teams.
