
Speed Up Sales

Stages vendors need: Trial → Active License → Renewal Due → Past Due
Purchase triggers: issue key, send install steps, tag SKU, (optional) invite to Discord (beta)
Real‑time context: payment status, license status, last interaction — all in one view
Works solo or with a small team — no glue code or spreadsheets
One thread per trader across email, SMS, and Discord — faster replies
New traders are created automatically from calls, texts, forms, or checkout
See notes, appointments, agreements, and license context together
Vendor‑friendly resets with a 7‑year audit trail


Subscriptions or lifetime — take payments via Stripe or PayPal
Set up recurring invoices for trade rooms, education, or multi‑license deals
Automated reminders for upcoming renewals and overdue balances
Payments, receipts, and license status in one place
Send secure payment links by text to clear balances or restart subscriptions
Ideal for failed renewals — one tap, and the trader stays active
Works from desktop or mobile so you recover revenue on the go


Map an indicator/strategy SKU to automatic license issuance — no manual keys
Sell subscriptions, lifetime, floating licenses, or trials; validate on chart load
Optional one‑click add‑ons (e.g., education bundle) increase order value
Post‑purchase automations: send install steps, portal link, and (coming soon) Discord role
Ask for a review at just the right moment — after a successful install or milestone
One‑tap review requests via text make it easy for happy traders to share
Route negative feedback to support so issues get handled privately


Trigger referral prompts after activation — when satisfaction is highest
Simple referral links for Discord, forums, or social; full attribution tracking
Reward top promoters (e.g., bonus month, add‑on indicator)
License issuance latency (purchase → license email time)
Trial → paid conversions, active licenses, renewal recovery rates
Dunning performance, Text‑to‑Pay collections, and more

Automate Responses
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