Merchant Lifecycle Management

Faster onboarding and higher team productivity.

Onboard more merchants, keep them engaged, and increase revenue – all with a single mobile app.

Become the Marketplace of Choice for top merchants

  Faster merchant onboarding

On-board new merchants quickly by automating merchant-agent mapping & one-click merchant addition.

  Self-Serve Portals

Portal for self-service and instant call by the call center for drop-offs.

  Instant document upload and verification

Allow your agents to digitally upload documents for merchant addition and verification. OCR (Optical Character Recognition) software to ensure that the upload and verification processes are completed faster.

  High productivity among your field agents

Plan your merchant onboarding agent's day with the best routes to follow. Dynamic forms with smart data input, merchants nearby, and instant lead duplication validity - boost their productivity.

  Merchant Engagement

Engage with your prospective and existing merchants with relevant insights. Allow them to learn and improve with insights.

  In-depth Insights

Provide insights to merchant engagement teams of low-performing or inactive merchants so that necessary actions can be taken to engage or reactivate them.

Enlist More Merchants from Every Single Channel

Capture merchant inquiries from all your channels

Capture leads from all your merchant recruitment campaigns – digital, referral, phone calls, email, social media, events, and more. Automated quality screening ensures a high-quality funnel, so your team never wastes a moment on non-serious merchants or low-quality inquiries.

Increase merchant self-listing rates on your portal

While running online merchant recruitment campaigns, improve merchant self-listing rates by instantly directing drop-offs to your call center. Call center intervention at the right time would encourage merchants to finish their profiles faster, resulting in quicker onboarding.

Map merchants to the right agents automatically

Map your merchants to your onboarding agents based on different criteria – location, product category, years in business, size of operations, agent availability, expertise, experience, performance, and, more. This increases the chances of closure with high-quality conversation and instant response by the merchant onboarding agent.

Make merchant onboarding fast, easy, and completely connected

Fast turnaround for merchant onboarding

Merchant onboarding agents can add new vendors with one click. They can upload all the necessary documents via mobile app. New merchants are routed to the verification team instantly. Allows integration with verification systems in real-time.

Actively engage your merchants to build long-lasting relationships

Actively engage with your merchants

Engage with your merchants to build long-lasting relationships. Connect with them through the right content at the right time- send automatic meeting details, onboarding steps, tips to improve an existing merchant’s performance, etc based on the disposition and purpose of the meeting.

Capture upsell/cross-sell opportunities

Allow your merchant account managers to identify and capture cross-sell and upsell opportunities using digital signals and manual activity addition.

Enable agents to add such opportunities from their mobile app directly. These are then automatically forwarded to respective teams to connect with the client.

Reports and Dashboards

Evaluate performance throughout the merchant lifecycle with dashboards like merchant performance, team, agent, region, and product category performance, revenue attribution, and more.

Track all your feet-on-street teams from miles away