Commercial Growth
Merchant & Corporate CRM
Managed accounts—Merchant + corporate
Open pipeline—Gross opportunity value
Weighted pipeline—Probability adjusted
Open activities—Calls, meetings & tasks
MERCHANT ACQUISITION
Pipeline
Move prospects from first contact through agreement, onboarding and live operations.
ACCOUNT MANAGEMENT
Merchant & Corporate Accounts
| Account | Type | Primary contact | Owner | Status |
|---|
FOLLOW-UP DISCIPLINE
Activities & Reminders
| Activity | Account | Owner | Due | Status |
|---|
COMMERCIAL CONTROL
Quotations
Create priced service proposals, validity periods, terms and acceptance status.
| Quote | Account | Total | Valid until | Status |
|---|
GO-LIVE READINESS
Onboarding
KYC & company documents
Registration, TIN, contacts and settlement details.
In progressCommercial & catalogue
Commission, branches, catalogue/menu and operating policies.
PendingTraining & go-live
Team training, final QA and launch certification.
Ready frameworkACCOUNTABILITY
Account Ownership
Assign primary, secondary, support and finance owners to each account. Ownership is persisted in crm_account_owners and can coexist with the primary account manager.