Dashboard
EPAY POS partner activity, at a glance.
Quick actions
Leads pipeline snapshot
Recent partner activity
| Partner | Type | Activity | When |
|---|
Calendar
Schedule phone calls, Zoom meetings, and Zoom demos. Connected to Google Calendar per team member.
Live Recall
Pull up any account, lead, or cold lead before a call — every note, business detail, and shipment in one place, editable right here.
Team Structure
Agents and EPAY Resellers, organized by office. Drag a card into the office it belongs to.
Monthly Subscription Add-Ons
Every Integration and EPAY App add-on, grouped into ~30-day billing cycles. EPAY POS only.
Each period runs the 25th through the 24th of the following month (~30–31 days). A subscription counts toward whichever period it was added in — including ones already on an account before this report existed, which land in the first period after they were added.
Add-ons in this period
| Business | Type | Category | Subscription | Price | Date added |
|---|
Collections
Accounts flagged as in collections, with a unit/system that needs to be returned. Both brands.
Rolling 30-day windows — each period is the 30 days ending on the date shown. An account counts toward whichever period it was first marked in collections.
Marked in this period
| Business | Status | Note | Marked | Marked by |
|---|
Lending Leads
A simpler pipeline for business lending/MCA leads — separate from the EPAY POS Leads tab.
Referral Partners
Every partner gets a unique link — deals submitted through it are auto-tagged to their account.
All partners
| Partner | Type | Activity | Custom link | Link performance | Last deal | Follow-up |
|---|
Agents
1099 sales agents — same record model as Referral Partners, filtered to the Agent type.
All agents
| Agent | Reseller tier | Activity | Custom link | Leads | Last deal |
|---|
EPAY Resellers
Agents authorized to resell EPAY POS — a filtered view of Agents, scoped to this tier only.
Authorized resellers
| Agent | Activity | Custom link | Leads | Last deal |
|---|
Cold Leads
Unqualified leads from scraping, cold outreach, and marketing efforts. Follow-ups live here — not on the Follow-Ups page. EPAY POS only.
All cold leads
| Business | Contact | Temp | Follow-up | Source |
|---|
Leads Pipeline
Inbound / Boarding → Post Boarding/Processing. EPAY POS only.
Accounts
Merchants that have reached Post Boarding/Processing. EPAY POS only.
All accounts
| Account | Contact | Current stage | Est. volume | Converted |
|---|
Applications
Applications from the Wix sign-up form, auto-linked to accounts by email, phone, or business name. EPAY POS only.
All applications
| Applicant / business | Contact | Submitted | Source | Linked account |
|---|
Follow-Ups
Set a follow-up on any partner, lead, or account, and see every one due in a single queue.
Set a follow-up
Follow-up queue
| Who | Type | Note | Follow-up date |
|---|
Automatic scheduling — referral partners
Set a cadence once — the next follow-up date keeps rolling forward on its own.| Partner | Cadence | Next auto follow-up |
|---|
AI Lead Scraper
Search and enrich candidates offline with Claude, review them, then push the ones you want. Admin only · EPAY POS only.
Search criteria
This demo runs on sample results. Live scraping needs a backend endpoint that holds your Claude API key server-side (never in this front-end file) and does the actual web research and enrichment — this panel is the interface for reviewing and approving what it finds. The cost estimate above is a rough planning number, not a guarantee — real usage depends heavily on how hard a lead is to find.
Results
Cold Email
Track Instantly outreach and auto-create Cold Leads (warm) when a prospect replies. Admin only · EPAY POS only.
Outreach contacts
| Business / contact | Campaign | Status | Last event | Cold lead |
|---|
This demo runs on sample outreach data. A live version needs a backend endpoint that receives Instantly's webhooks (reply_received, lead_meeting_booked, etc. — available on Instantly's Hypergrowth plan and up) and calls this same conversion logic server-side — same pattern as the Wix Applications sync and the AI Lead Scraper.
Newsletter
Build from a template, write it (or have AI draft it), pick who gets it, and send now or schedule it.
Templates
Compose
This drafts a starting point from a simulated writer — worth a human read-through before sending. Real AI generation needs a backend endpoint holding the API key; see note in Settings → Integrations.
Scheduled
| Subject | Scheduled for | Recipients |
|---|
Scheduled sends fire when someone has this portal open at or after the scheduled time — a real launch needs a backend scheduled job so this works even with no one logged in. See the migration checklist.
Send history
| Subject | Sent | Recipients |
|---|
Settings
Portal, data-connection, and team access.
Integrations
Connected calendars
Team access
| Name | Classification | Brand access | Portal invite |
|---|
Roles & permissions
| Classification | Scope | All partner records | Banking info | Users & settings |
|---|
Danger zone
Bulk-purge entire lists at once. Each of these deletes permanently — there's no undo. You'll be asked to type a confirmation phrase before anything is removed.