AxiumPay
🔍
Start typing to search across deals, offers and customers

Dashboard

Overview of your pipeline and offers

📊 Pipeline
⚡ Sales Velocity revenue generated per day
⚖️ Weighted Pipeline deal value × stage probability
📈 MRR Forecast probability-weighted · active pipeline deals
🏆 Top 5 Deals by MRR · all active pipeline deals
🔍 Performance Insights
📋 Offers

Offers

Filter and manage your offers

Contract # Customer System Salesperson Total Status Onboarded Date

New Offer

Fill in all the details below

📌 Contract Status
⏸ On Hold
🔄 In Progress
✅ Completed
🚫 Lost
🏢 Customer Information
🛒 System & Products
No solution added yet — choose what this customer is buying to start.
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%
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These commercial terms appear in the offer/PDF but are not included in the total price.
Total MRR: €0.00 / month
Annual recurring (ARR): €0.00
One-off: €0.00
Total contract value (36 mo): €0.00
System & Products (gross): €0.00
↳ Discount: -€0.00
Recurring Fees (gross): €0.00
↳ Discount: -€0.00
Total Sections: €0.00
Total Discounts: -€0.00
Total: €0.00
📝 Notes & Terms

Contract Preview

🚚 FreedomPay Onboarding

Commercially managed by Success Payment · technically delivered & supported by FreedomPay. These details are stored on the deal and sent with the customer.

Sales Pipeline

Track deals through each stage of the sales process

🏛️ Executive Board — Executive Decision Dashboard

Strategic deals escalated for board review — Executive Score, financials, risk & recommended actions.

Products & Services

Manage your pricing catalogue for deals

User Management

Read-only view. Users are managed centrally in AxiumPay Admin.

🔒 To create, edit or remove users, open AxiumPay Admin → User Management. Changes reflect here automatically.
Name Email Role MFA Status
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Presentations

Customer presentations generated from your pipeline data, plus the shared team library.

PresentationCustomerOpportunityType Created byCreatedLast generatedStatusActions
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Sales Advisor

Ask the AxiumPay AI advisor for help with objections, pricing strategy, discovery, and outreach.

Prospects & Customers

Your shared account directory — companies, contact details, and the people who work there.

CompanyTypePrimary contactEmailPhonePeople
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Contacts

Global contact directory — find and reuse the right person across every company and deal.

ContactCompanyTitleEmailPhoneRolesOwnerDealsLast activity

Duplicate Contacts

Potential duplicates by email, or by name within the same company. Merging is Executive / Super-Admin only and never deletes data.

Knowledge Base

Sales team links (LinkedIn + email) and every meeting report — shared across the team.

👥 Sales Team

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📝 Meeting Reports

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Commercial Partners

External partners who introduce deals — referral, PMS/POS, acquiring, consultants & more.

PartnerTypeContactCountryStatusCommission DealsEst. MSVAvg healthCrit/High
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Help & Tour Guide

Take the guided tour, or brush up on the essentials.

🧭

Guided Tour

A quick walkthrough of every section — Dashboard, Pipeline, Offers, Partners, the Sales Advisor and more.

💡 Quick tips

  • New Deal — start a pipeline opportunity from the sidebar.
  • New Offer — build a quote / contract for a prospect.
  • Sales Advisor — ask the AI for help drafting, pricing or planning the next step.
  • Knowledge Base — meeting reports and team contacts, shared across the team.
  • Executive Board — the leadership roll-up across regions and salespeople.

Blended → IC++ Calculator ESTIMATE

Convert a merchant's current blended price into an approximate Interchange++ offer. Indicative only.

Must be greater than zero.
%
Must be greater than zero.
%
Debit:  ·  Credit:
Debit share must be between 0% and 100%.

Editable estimation assumptions — not scheme-published interchange tables. Defaults live in public/icpp-calc.js and can be overridden per calculation below.

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%
%
%
0% 3% 0.45%
Enter annual card revenue, current blended rate and debit-card share to see the estimated IC++ offer.
Create presentation
1 Customer
2 Type
3 Customise
4 Review
5 Generate

Choose who this presentation is for. Everything Success Payment already knows about them is loaded automatically — you never retype it.

Pick a customer to load their details, or continue without one for a generic platform deck.

What is this presentation for? The type sets the default content sections — you can change them in the next step.

Content sections
Commercials
Customer-specific context

This is exactly what will be used to build the presentation. Go back to change anything.

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Add Sales Presentation
Attach a presentation to this deal
Presentations
Generated for this opportunity
From the shared library
New Meeting Report
Meeting Reports
Add Sales Rep
Add Commercial Partner
New Template
Template lines — reference Products & Services; missing products are flagged, not blocking
New Contact
Contacts belong to a company
Role flags
New Prospect
Presentations
Deal Details
Offer Details
New Deal
Deal Information
Select a Company above first — contacts attach to that company.
Revenue Calculation
Terminal mode:
Monthly recurring fee per terminal
Terminal Revenue / month €0.00
Transaction package / month €0.00
Total MRR (Monthly Recurring Revenue) €0.00
Acquirer Revenue Calculation
0.05% 3.00% 0.25%
AxiumPay Revenue / month
€0.00
🚚 FreedomPay Delivery
Onboarding details (link, reference, MID, contact, status, dates) are collected when you push the linked offer to AxiumPay.
🏛️ Executive Board
Strategic triggers — ticking any of these also auto-adds the deal to the board.
Blocker explanation uses the existing “Blocking point” field above.
Notes
Add Product / Service
New User
The user will need to set up MFA on first login. Share the password securely.

Two-Factor Authentication (MFA)

Protect your account with a time-based one-time password from your authenticator app.

⚠ Secure your account Your account does not have two-factor authentication enabled. Enable MFA now to protect access to the AxiumPay Sales Tool.
Status
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Inactive
🧭

Welcome to the Sales Tool

Take a 60-second guided tour to see how Prospects, Pipeline, Offers and the Sales Advisor fit together. You can replay it any time from Help & Tour Guide.