Today
Scoreboard
This weekToday's follow-ups
Appointments
Set and with closerCloser updates
Last 14 daysAnnouncement
OpenWe help businesses cut transaction costs, upgrade outdated POS systems, and bring clarity to merchant services. Every account you open is residual income that compounds.
Crypto rails and bank partnerships come next, as volume grows.
Log a contact
Business, result, follow-up. Saved securely to HQ.My CRM
Every merchant you're working, market by marketYour funnel
Your merchants by stageOnboarding
Pay path → paperwork → trained → first appointmentYour progress
Team onboarding
Manager viewReps appear here once they open HQ. Tap a rep to sign off their manager steps.
Team
Production first, activity secondRep Access
CEO ONLY · Secure stagingInvite a rep, then activate their login after they accept the email. They see only merchants you assign or generate themselves. Setter reps prospect and hand off. Self-Gen / Closer reps can prospect and close their own deals. Both assignments remain on one merchant record.
| Representative | Default role | Status | Merchants | CEO action |
|---|---|---|---|---|
| Loading team access… | ||||
Setter or Self-Gen / Closer selects a default experience—not a compensation percentage. Individual merchant assignments control closer permissions. No imported ownership or sales history is transferred.
Leaderboard
LiveTitles by lifetime sales: Recruit, Hoplite (1), Captain (5), Strategos (15). The laurel goes to #1. Ranked by accounts sold, then appointments set. A setter gets credit when their merchant closes. Cancelled sales still count. Updates live as deals move.
From the founder
As the world accelerates toward digital payments, a modern-day gold rush is unfolding. At Trident Payments, we’re not chasing the gold. We’re supplying the shovels.Geno Sargente · Founder & Operator
Rep resources
Opens in NotionCloser workspace
Same merchant · same HQ · one shared historyMerchant handoff
From your existing CRMAgreement preparation
Beacon official packet selectionOfficial legal PDFs are not modified. Pricing must be approved before merchant signing.
Deal checklist
Not processor verificationMerchant signature, Beacon submission, approval and Live status are separate steps. Real actions will be enabled only after secure integrations and permission checks.
Sales credit
Tracked inside HQThe existing CRM owner is not automatically the original setter. Actual setter and closer credit must come from an authorized handoff record.
CEO view
Every rep, every merchant. Only you can see this.Reps
Handoffs
Every appointment and hostage your setters booked. Mark the outcome and the setter sees it on their home page.
Company funnel
All reps
Merch store
Coming soonApparel, hats and field gear for the team. Every piece is earned free as you sell.
Drop 001 – The Vanguard
Earn every piece free with salesField Kit Wear it to the door
Street Collection Wear it everywhere else
