Staitment Features
Everything you need to analyze a merchant statement and create a sales proposal
Read statements instantly
After uploading a statement from any payments provider, Staitment will instantly analyze it. The output is a very simple breakdown of the important content within a merchant statement.
Analysis features
- Overall effective rate
- Pricing structure and fees
- Stored merchant information
- Volume per card type and number of transactions
- Interchange fees
- Total monthly processing fees
- Chat and email support
WHAT YOU CAN DO WITH THIS INFORMATION
- Quickly identify opportunity size
- Analyze statements in front of your clients
- Verify interchange is at optimal cost
- Organize large businesses with multiple locations and statements
- Store completed analysis for long sales cycles
Increase conversions with beautiful sales proposals
After analyzing your statement, Staitment empowers you to create a personalized cost-comparison sales proposal that you can download or share online. These are smart proposals that increase conversions. No more screenshots of Excel.
proposal features
- Displays an easy to understand pricing comparison
- Classifies each line of the statement as a cost or negotiable fee
- Generates downloadable PDFs to share digitally
- Tracks who viewed it, how many times, and for how long
How you can sell more, faster?
- Send your clients modern cost-comparison that reflect your offering
- Management, teams, and individuals can all track individual deals
- Merchants can approve proposal with a click
Monitor your pipeline
Whether your CRM is perfect or a black hole, you'll be able to manage your complete pipeline in Staitment, with multiple views for sales and management. Get notifications when any merchant approved your cost-comparison sales proposal.
pipeline features
- Manage every merchant in Staitment
- Store multiple statements per merchant
- Monitor your entire team's pipeline in Sales Management
- Transfer ownership of merchants between sales team
Benefits
- Organize top priorities
- Know when your merchant is ready to move forward
- Store merchant information in one location
- See how much margin is sitting in the pipeline
