Agent CRM & Sales Enablement Tools
Work smarter, close more deals, and manage your portfolio with ease – our integrated platform is built for payment sales professionals.
At Powerhouse, we don’t just hand you a merchant account application and send you off – we equip you with a cutting-edge CRM and sales toolkit designed specifically for merchant services. Everything you need – lead management, proposal generation, residual tracking – is all in one place.
Your Business at a Glance
The moment you log in, you’ll see your world in one view – upcoming appointments, new lead alerts, recent merchant sign-ups, and your current month’s earnings.
A dynamic graph tracking your residual income trend
A visual funnel showing your leads by stage
At-a-glance support ticket statuses
Quick links to key actions and tools
Accessible on both desktop and mobile, so agents can easily check their portfolio on the go.
Lead & Contact Management CRM
No need to juggle spreadsheets or third-party CRMs – our integrated CRM is tailor-made for agents:
Organize Leads
Import or input leads, assign them statuses (prospect, demo scheduled, won, etc.), and get reminders for follow-ups. You’ll never forget to call that prospect down the street or email a proposal.
Lead Enrichment
For leads we provide, see rich data (business type, current processor, estimated volume) so you can approach them with insight.
Pipeline View
Visualize your sales pipeline with drag-and-drop simplicity. Move opportunities through stages and quickly identify where to focus to meet your sales goals.
The CRM can integrate with your email and calendar to automatically log communications and set meetings.
Proposal & Rate Quote Generator
Speed matters when closing deals. Our tools let you generate professional proposals and instant rate comparisons on the fly:
Upload a merchant’s statement into the system and within minutes get a side-by-side fee comparison showing how much they’ll save with Powerhouse.
Use our Proposal Builder to customize an offer – choose equipment, pricing model (interchange-plus, flat rate, cash discount), and it will produce a polished PDF or email for the client.
Electronic applications are built-in – simply fill in merchant details and get digital signatures. No pen, no paper, no fuss. Many applications receive instant online approval thanks to our streamlined underwriting.
Know What You Earn – In Real Time
Transparency is key. Our portal provides detailed residual reports updated in real time. See exactly what you earned on each merchant, each transaction type, and even interchange pass-through if curious. Filter your earnings by date range, by sub-agent (if you have an agent team), or by merchant.
Agents can export reports for their own bookkeeping, providing full visibility into their earnings. The system also clearly displays the date of the next payout and includes a breakdown of how it was calculated.
Manage your sub-agents’ performance and commissions in the same portal, with hierarchical reporting – great for building your own team under the Powerhouse umbrella.
Training & Resource Library
Sharpen your skills with our on-demand training and knowledge base, accessible right in the portal.
Watch short how-to videos on topics like pitching the cash discount program, understanding interchange, or using social media to generate leads.
Access a library of PDFs and guides: product brochures, comparison cheat sheets (e.g., how we stack against major competitors), objection handling scripts, etc.
New resources are added regularly, and you’ll get notified in your dashboard when something new is available.
Plus, join our monthly live webinars or Q&A sessions with Powerhouse leadership and top performers to stay ahead of industry trends.
Collaboration & Support Tools
Our platform isn’t just software – it’s your direct line to the Powerhouse team:
Built-in Support Chat
Chat live with our agent support team right from the portal whenever you have a question or need a pricing exception approved fast.
Ticketing System
Open support tickets for more complex requests (like a custom integration need for a client) and track their status. You’ll always know the progress without having to call in.
Community Forum
Interact with fellow Powerhouse agents in our online community. Share tips, celebrate wins, and learn from each other’s experiences. We believe in a supportive partner network.
The CRM can integrate with your email and calendar to automatically log communications and set meetings.