One platform for sales and payments
CRM System
Every contact, deal, and transaction in one place—each record connected to the revenue behind it. Sell, invoice, and reconcile without leaving your CRM.
James Thornton 
Carlos Mendez 
Fatima Hassan 
Matthew Chen One system for the whole customer relationship, from first touch to settled revenue.
Most teams run sales in one tool and payments in another, then spend their week reconciling the two. This keeps the deal, the invoice, and the money that settled on a single record—so what you forecast and what you collect finally agree.
Sell and get paid in one place
Move a deal through your pipeline, raise the invoice, and collect payment without switching tools. Your team works the relationship and the revenue from the same record, with nothing lost in the handoff.
Reconcile revenue automatically
Every payment is written back to the deal it belongs to, so your ledger stays accurate on its own. No exports, no spreadsheets—just one reconciled view of what each relationship is actually worth.
Pipeline, payments, accounts
See the revenue behind every relationship
James Thornton Carlos Mendez Fatima Hassan Matthew Chen Carlos Mendez Matthew Chen Fatima Hassan James Thornton Everything the team needs
One connected workspace for every relationship, deal and dollar—no tools to stitch together.
Deal pipeline
Track every deal from first touch to signed contract.
Built-in payments
Invoice and collect without leaving the record.
Auto reconciliation
Every payment tied to the deal it belongs to.
Account timeline
Calls, notes and emails on every relationship.
Team access
Sales, finance and success in one live view.
Live insights
Forecast, spend and renewal at a glance.
Your whole revenue relationship, on one screen.
Numbers that close the loop
What teams see once every contact, deal and payment lives in one connected system.
Higher win rate
Less time on admin
Revenue reconciled
Faster follow-ups
Frequently asked questions
Straight answers on running your CRM inside your payments platform.
Every relationship and every payment, in one place.
Ready to hand off getting paid?
Tell us about your brand and where you sell.
Who we are
The merchant of record for digital-first brands. We run the checkout, tax, compliance, and disputes behind your sales.
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