A demo built for John at Cash Discount Pro. Sample data only, nothing is sent.Back to the website
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Cash Discount Pro Lead Desk

Your leads, chased for you

Every new lead gets a text in seconds, every statement gets read, and nobody falls through the cracks while you're at a merchant's counter.

The text back

Every lead hears from you in seconds

It texts as Cash Discount Pro, asks for the statement, books the call and hands you the notes. Watch one play out, then try it with any first name.

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CDPCash Discount Pro

When a lead goes quiet before sending a statement

Follow ups go out on their own. Tap a day to read it.

Day 1, if Maria goes quiet

Hi Maria, it's Cash Discount Pro. Still want that free statement review? A photo of page 1 is all we need.

Stops the moment they reply or book. Every text is logged on the lead's card.

Missed a call? It texts them back.

Missed call(619) 555 0142, just now
Sorry we missed your call! This is Cash Discount Pro. Looking to lower your card fees? Text a photo of your last statement and we'll review it line by line, or reply with a good time to call.

The statement reader

It reads the statement before you do

A photo of page 1 comes in by text. The AI pulls the numbers, flags the fees worth questioning and drafts your notes. You approve with one tap.

MERCHANT STATEMENT · SAMPLEExample Taqueria · September 1 to 30, 2026Card sales $38,214.60 · 1,412 transactions · average ticket $27.06
Interchange and assessments$802.51
Processor markup, tiered$211.37
Non qualified surcharges$148.92
PCI non compliance fee$39.95
Monthly minimum$25.00
Statement fee$9.95
Batch fees, 30 at $0.25$7.50
Gateway and portal fee$14.95
Annual fee$99.00
TOTAL FEES$1,359.15
Effective rate3.56%

Sample statement. Example Taqueria and Example Card Services are not real businesses.

Lead card: Maria, Example Taqueria

Processor
Example Card Services (sample)
Month
September 2026
Card sales
$38,214.60
Transactions
1,412
Average ticket
$27.06
Total fees
$1,359.15
Effective rate
3.56%
Fees worth questioning: $556.64
  • Tiered markup$211.37
  • Non qualified$148.92
  • PCI non compliance$39.95
  • Monthly minimum$25.00
  • Statement$9.95
  • Batch$7.50
  • Gateway$14.95
  • Annual$99.00
Draft for John to approve

Maria pays 3.56% ($1,359.15) on $38,214.60 a month. $556.64 of that is markup and add on fees. Average ticket $27.06, so compare cash discounting with interchange plus before the call.

Your pipeline

Every lead on one board, moved by the AI

The CRM you asked about. Each card shows who came in, what the AI did and what happens next. Drag a card, or open it and use Move to.

Sample leads. Every name and business is fictional.
0New lead
0Statement requested
0Statement in
0Call booked
0Proposal sent
0Signing up
0Live

New lead

Statement requested

Statement in

Call booked

Proposal sent

Signing up

Live

Moves you make here are kept on this device only. Reset sample data puts the board back.

Every lead answered, every statement read, every follow up sent.

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