Finance Tools

Finance Tools Check MDR commission from acquirers instantly. Save time and ensure accuracy by checking Acquirers’ commission statements Opt-in to be paid quicker How valuable do you see this...

Sales Manager Dashboard

Sales Manager Dashboard Ensure focus on key metrics to improve sales performance Set and track KPI’s Monitor merchants, commissions, profit, and transactions in real-time Full Company Overview and breakdown by teams Extensive reporting How valuable do you see...

Operations Dashboard

Customer Service Dashboard Target quicker integrations with support from Templar For a small fee, we can handle customer integrations Integrate and test prior to acceptance to shorten onboarding times Handle 1st line support in-house or via Templar (for a small fee)...

Customer Service Dashboard

Customer Service Dashboard Provide 5 star customer service within the platform. Visualisation of KPI’s See all communication mediums in one platform Activity setting and prioritisation KPI and target setting through Customer Service Manager Dashboard How...

Merchant & Partner Pipeline

Merchant & Partner Pipeline Manage all of your partners and merchants with our CRM features, bespoke to our industry. Salespeople can move partners and merchants through the sales process Use Templar as your main CRM or connect and use both Run extensive reports...
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