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💡 New Development Request
Business Score: 0 / 100
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Settings
Your profile, security and commission settings
Profile
Name
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Email
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Role
-
Your name, email and role are managed in AxiumPay Admin. Ask an administrator to change them.
Two-factor authentication (MFA)
An authenticator app code is asked at every sign-in.
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Commission
Your approved commission for each period is shown under Commissions.
Recent payments
Period
Commission
Expenses to reimburse
Amount to invoice
Status
Paid on
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Recent commission periods
Period
Net commission
Status
Paid on
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A commission period appears here once management has approved it. Net commission is calculated after applicable costs. What you invoice is shown per payment under My payouts.
All payments
Period
Commission
Expenses to reimburse
Amount to invoice
Status
Paid on
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Expenses
your business expenses and their receipts
Paid by you reimbursed with your next payment once approved
Date
Description
Category
Amount
Status
Receipt
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Submitted receipts paid by Success Payment · never added to what you invoice
Date
Description
Category
Amount
Status
Receipt
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Dashboard
Overview of your pipeline and offers
👁 View stats for:
Region:
Salesperson:
📊 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
TCV
Status
Onboarded
Date
📄
No offers found
New Offer
Fill in all the details below
📌 Contract Status
⏸ On Hold
🔄 In Progress
✅ Completed
🚫 Lost
Language of the proposal & PDF
🏢 Customer Information
🛒 System & Products
Success POS
💳 Payments not included. This is a Success POS-only offer. Tick “Add payments” above to add terminals, acquiring and transaction pricing.
Solutions in this offer
No solution added yet. Choose what this customer is buying to start.
Other products & services
💹 Acquirer & Revenue Share
%
€
%
%
These commercial terms appear in the offer/PDF but are not included in the total price.
Success POS subscription: €0.00/ month
Payment revenue: €0.00/ month
Other recurring: €0.00/ month
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
👥 Team Deals: every active lead
Read-only view of every deal across the whole sales team. Used to avoid duplicate entries. No revenue or contact details are shared.
🌍 Region:
🏛️ Executive Board: Executive Decision Dashboard
Strategic deals escalated for board review, with Executive Score, financials, risk and recommended actions.
Products & Services
Manage your pricing catalogue for deals
The articles AxiumPay can put on an invoice. Switching an article off removes it from new invoices after AxiumPay refreshes; it never changes the product, its price, offers or invoices already made. Customers only see articles of the solutions they have.
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
Access
Status
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Presentations
Customer presentations generated from your pipeline data, plus the shared team library.
⚠ Presentation generation is not configured yet. You can still create and review presentation drafts. An administrator needs to add the presentation service credentials before they can be generated.
Presentation
Customer
Opportunity
Type
Created by
Created
Last generated
Status
Actions
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Sales Advisor (Deal Coach)
Deal coach for one deal at a time: discovery questions, objections, the next step and follow-up e-mails. Sales strategy, priorities and pricing policy belong to the Chief Sales Officer (AI Head of Sales).
📚 Guides (PDF)
Prospects & Customers
Your shared account directory: companies, contact details, and the people who work there.
Company
Type
Primary contact
Email
Phone
People
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Contacts
Global contact directory. Find and reuse the right person across every company and deal.
Contact
Company
Title
Email
Phone
Roles
Owner
Deals
Last activity
Today
Daily sales priorities: callbacks, overdue first contacts, quotations to follow up, onboarding to chase. Recommendations only: people decide, nothing is sent or booked from here.
Campaigns
Outbound e-mail campaigns, sequences and responses.
Meetings & Demos
Automatic Reconciliation Teams meetings; Success POS Teams and onsite demonstrations (Luxembourg).
Sales Performance
From discovered business to signed and activated customer: conversion per stage, offers, contracts and monthly recurring revenue, per product and country.
Controls & Compliance
Country eligibility, the do-not-prospect register, spending caps, the emergency pause and the sales assignment rules.
Prospect Discovery
Companies the AI found and researched for review. Company-level public business information only; a legal form that is not verified gets the stricter provisional rules. Accepting adds a company to Companies; nobody is contacted.
Callback Requests
People who asked us to call them back from a campaign page. Kept apart from deal follow-ups until you convert them. Target: first call within one business day.
Received
Company
Phone
Country · language
Source
Status
Next callback
Owner
Hardware Reviews
Customers who want to run Success POS on their own Android devices. Nothing is activated or charged until an authorised reviewer approves the devices.
Add to one of your open deals, or create a new deal (stage New Prospect).
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 and 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 and more.
Partner
Type
Contact
Country
Status
Commission
Deals
Est. MSV / yr
Avg health
Crit/High
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Help & Tour Guide
Take the guided tour, or brush up on the essentials.
🧭
Guided Tour ✓ Completed
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 (Deal Coach): Ask for help with one deal, an objection or a follow-up e-mail.
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.
Merchant inputs
€
Must be greater than zero.
%
Must be greater than zero.
%
Debit: — · Credit: —
Debit share must be between 0% and 100%.
Estimation assumptions
Editable estimation assumptions — not scheme-published interchange tables. Defaults live in
public/icpp-calc.js and can be overridden per calculation below.
%
%
%
%
0%3%0.45%
Enter annual card revenue, current blended rate and debit-card share to see the estimated IC++ offer.
Proposed estimated IC++ rate
—
interchange + scheme + acquirer fee
Annual saving
—
Monthly saving
—
Cost reduction
—
Proposed acquirer fee
—
Current blended model
Annual card revenue—
Current blended rate—
Current annual processing cost—
Estimated IC++ components
Weighted interchange estimate—
Scheme-fee estimate—
Proposed acquirer fee—
Total estimated IC++ rate—
Merchant impact
Estimated annual IC++ cost—
Annual saving—
Monthly saving—
Cost reduction—
Rate reduction (percentage points)—
Rate reduction (basis points)—
Commercial guidance
Maximum break-even acquirer fee
i—
Proposed acquirer fee—
Remaining pricing headroom—
Indicative estimate only. Actual Interchange++ costs depend on card type, card origin, consumer or commercial
classification, transaction channel, scheme, and the merchant's transaction profile. This is not a guarantee of savings.
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, so 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 Contact
Contacts belong to a company
Company is fixed here. It comes from the record you opened this editor from.
Role flags
New Prospect
Presentations
Deal Details
Offer Details
Connect to an Opportunity
New Deal
Deal Information
Select a Company above first. Contacts attach to that company.
New contact for —
Role flags
🔗 Contract length is set by the linked offer. Edit the offer to change it.
Revenue Calculation
Terminal mode:
Monthly recurring fee per terminal
Terminal Revenue / month€0.00
Transaction package / month€0.00
Reconciliation / month€0.00
Success POS / month€0.00
Ecommerce / month€0.00
Total MRR (Monthly Recurring Revenue)€0.00
Ecommerce Pricing
Ecommerce Setup (one-off)€0.00
Ecommerce Revenue / month€0.00
🔗 Ecommerce pricing is set on the linked offer. Edit the offer to change it.
Reconciliation Installation (one-off)€0.00
Reconciliation Revenue / month€0.00
Success POS Revenue Calculation
🔗 Success POS is set on the linked offer. Edit the offer to change the quantities.
🕓 Historical pricing. This opportunity keeps the Success POS model it was sold on.
Success POS
Legacy Success POS pricing.
Success POS Starter Kit, 1 per restaurant / month
Success POS MRR€0.00
Monthly equivalent€0.00
One-Time Hardware€0.00
Acquirer Revenue Calculation
🔗 Set from the linked offer. Edit the offer to change it.
0.05%3.00%0.25%
AxiumPay Revenue / month
€0.00
Go-Live Tracking
🚚 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 adds the deal to the board.
Blocker explanation uses the existing “Blocking point” field above.
Notes
Add billing item
A charge for invoices only. It is not a Sales Tool product: it never appears in offers or New Deal.
Change history
Add Product / Service
Also decides which customers see this product when an invoice is prepared in AxiumPay: only customers who have this solution.
Per unit. Leave blank if it is not a bundle. The proposal only states counts it can prove.
Change history
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
Set up MFA
Scan this QR code with Google Authenticator, Authy or any TOTP app.
Disable MFA
Enter the 6-digit code from your authenticator app to confirm.
🧭
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.