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

Settings

Your profile, security and commission settings

Profile
Name
-
Email
-
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.
-
Commission
Your approved commission for each period is shown under Commissions.

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 TCV Status Onboarded Date

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
No solution added yet. Choose what this customer is buying to start.
%
€
%
%
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, with Executive Score, financials, risk and 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 Access 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 (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).

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

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.

ReceivedCompanyPhoneCountry · languageSourceStatusNext callbackOwner

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.

ReceivedCompanyDevicesLicenceStatusRoundOwner

📞 Call

Request

Attribution

Log a call

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.

    PartnerTypeContactCountryStatusCommission DealsEst. MSV / yrAvg 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 (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.

    €
    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.

    %
    %
    %
    %
    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, 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
    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.
    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 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.
    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.

    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.